Approving Resource Plans

A typical Accolade Resource Planning setup includes requested and assigned demands. However, your company can include an additional demand type of Approved. Gatekeepers typically make the decisions about whether resources for the following stage are approved at the gate meeting.

To manually approve a resource for a project:

Display a project and select the Resources page.
In the Plan For field, select the next stage to display the resources assigned for that stage.
In the Demand Type field, select Approved for each resource demand that is approved for the stage.
Click Apply to save your changes.

Notes:

Approved demands display in Resource Editor for demands that have been approved for a project. However, Resource Planners and Project Managers cannot approve resources using Resource Editor.
After a resource is set to Approved for a project, the demand values for that resource in the project can no longer be changed. To allow a Resource Planner to change the values for an approved resource, change the demand type back to Assigned.
Resource Planning is an optional Accolade component that you may not have access to. To implement this solution, contact Sopheon Customer Support .

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