Planning — Resource requests

Availability

Overview

Enable resource requests

To begin using resource requests in Planning, first, enable them in Company settings:

1. Go to Company settings > Account settings > Advanced settings.
2. Find the Resource management settings section.
3. Turn the Enable resource approval toggle on.

Once the toggle is enabled, it is saved automatically. You can now navigate to Resources > Planning to create resource requests.

Permissions

Any user with access to Planning, indicated by having the Access resource planning permission checked, can create resource requests for any user in the system.

However, only individuals with the Manage hard allocations permission + Non-project member - Members & assignees - View and manage - enabled can serve as approvers. Only these users can approve or reject any resource requests.

Request creation

To create a resource request for any user or unnamed resource, follow these steps:

1. Navigate to Resources > Planning.
2. Add the user/unnamed resource requiring approval to a project.
3. Initiate the allocation creation process (refer to Planning - managing allocations for more details).
4. In the Add allocation pop-up, specify the Approver for your request.
5. After choosing an approver and saving the allocation, the request is created, and the approver will receive an email notification.

You can also edit allocations later by modifying dates, allocation percentage, total allocated hours, and the approver.

Request statuses

Resource requests can exist in three statuses:

• Waiting for approval - applies to soft allocations awaiting approval after the allocation is created and the approver is specified.
• Approved - assigned to requests after the approver approves the allocation. The "Approved" status is displayed only for hard allocations.
• Rejected - is given to allocations that have been rejected by the approver. The Rejected status is displayed only for soft allocations.

Requests approval or rejection

To approve or reject a resource request, the user-approver can navigate to Resources > Planning and open the allocation with the Waiting for approval status. Alternatively, they can access the allocation through the received email notification.

• When a request is rejected, the allocation is displayed as a soft allocation.
• Upon approval, the allocation for a user transitions to a hard allocation.
• To approve a resource request for an unnamed resource, an approver needs to select the user to replace the unnamed resource.

The user-requester receives an email notification once their request is approved or rejected.

Requests approval or rejection in bulk

It is possible to approve or reject pending resource requests in batch. The procedure is as follows:

1. Click the selection mode button at the top of the left-most column.
2. Use the checkboxes to make a selection of users/unnamed resources to include them in the batch approval or rejection.

3. Click Approve request or Reject request on the batch operations panel that opens above once at least one selection is made.

4. Optionally, add a comment, reason for rejection, etc. in the Message field in the appeared pop-up.

5. Click Approve or Reject respectively.