Creating a Resource Demand Approval Workflow

To create a new Resource Demand Approval workflow:

1. Navigate to the Administration
2. Select Workflows from the Admin menu
3. Click the '+ New Workflow' button
4. Select Resource Demand Approval from the Workflow Type dropdown

You can learn more about creating workflows under this article.

Assigning a Resource Demand Approval Workflow

To assign a workflow to a Resource Type:

1. Navigate to the Administration
2. Select Classifications from the Admin menu
3. Scroll down to the Resource Classifications section and click the 'Edit' button next to a resource type
4. Select a resource demand approval workflow from the Workflow dropdown

Unique features of Resource Demand Approval workflows

• Email notifications to approvers are disabled by default as for many organizations the resource manager will be the sole approver and does not need to be notified via email in this case.
• Assigning an approval workflow per resource type provides the potential for greater flexibility to customize approvers if desired. For example, Engineers, Quality Assurance and Data Analyst resource types could all be assigned an approval workflow where the Head of IT is the assigned approver role.
• A resource demand will automatically be submitted for approval after editing and saving the demand values.
• The status of an 'Approved' resource demand will be updated to 'Pending' if:
  • Demand time phased values are updated
  • Allocation time phased values are updated
  • A new resource is allocated to the demand
  • An existing resource is unallocated from the demand