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Enabling Resource Requests and Adding Approvers

By Sarah Bridges | Updated

 
Default Account Permissions: Account Administrator

Overview

From the Resource Management Settings page, you can enable resource requests for Resource Center and a project's Resourcing tab, as well as designate specific account members as Resource Request Approvers.

The account members you designate as Resource Request Approvers must have the following Resource Management Access Group permissions:

  • Edit named resources
  • View all projects in Resource Center

TIP

When Resource Requests are enabled, you can manage who has access to submit requests through the Resource Management Access Group.

How to Enable Resource Requests

  1. In the left navigation, hover over Settings, then select Resource Management.
  2. In the Resource Requests section, select Edit.
    Edit_Resource_Requests.png
  3. Toggle Enable Resource Requests to the On position.Enable_Resource_Requests_toggle.png
  4. Select Save.

How to Add Resource Request Approvers

  1. In the left navigation, hover over Settings, then select Resource Management.
  2. In the Resource Requests section, select Edit.
    Select_Edit_Resource_Requests_Already_Enabled.png
  3. With Resource Requests enabled, you can use the search box to find and select a specific person. Only account members with the proper Access Group permissions will appear in the Resource Request Approvers drop-down menu.
    Add_Approvers_drop-down.png
  4. When you are finished, select Save. Any member marked as an Approver will be available from the Approver drop-down menu in the Resource side panel.
    Save_Selected_Resource_Request_Approvers.png

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By Sarah Bridges
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