Approving Resources and Requests

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To approve resources:

  1. Navigate to the Resources page by selecting Go To > Resources > Planning or by clicking the Resources link on the Left Navigation Bar.
  2. From the Saved Search: View pull-down menu select My Pending Approvals (Current).
  3. Select an approval and from the Actions menu select Actions > Edit Request to display the Edit Resource Request page.
  4. If the requester is flexible on preferred users, you can assign a resource. You can select the filter  button to find the appropriate resource.
  5. Select the commitment type (Hard or Soft).
  6. If the requester is flexible on dates, you can modify the start and end date for this resource.
  7. Enter additional comments about this request in the Comments box.
  8. If required, you can select a new approver from the drop-down list.
  9. Click the Save button if you are still working on the request and want to save your changes. Click the Approve button to approve this resource. Click the Reject button to reject the resource. Click Cancel to discard the changes.

Related Topics

Resources

Working with Resources

Working with Resource Calendars

Viewing Resource Listing Details

Resource Planning



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Last Published Tuesday, December 16, 2014