- Resource Allocations are designed to help resource managers allocate and assign the right resources to projects based on availability, skill sets, and other criteria.
- Navigate to Activities > Scheduling > Resource Allocation > New to create resource allocation.
- Then click on the button ‘New Resource Allocation’
- While creating a new resource allocation, we can choose the approval process by selecting the ‘Approval Status’ dropdown.
- The available approval statuses are:
- Pending Approval
- Approved
- Rejected
- Navigate to Activities > Scheduling > Resource Allocation > Approve to bulk approve or reject resource allocation record.
- After we have enabled Resource Allocations, we can install the Resource Allocations Custom Approval Workflow SuiteApp. This SuiteApp can be installed directly from Setup > Company > Enable Features by clicking the SuiteApp name in the Related SuiteApps section under Resource Management.
- Before begin using this SuiteApp, you must turn on approval routing for resource allocations. Go to Setup > Accounting > Accounting Preferences > Approval Routing and check the Resource Allocations box.
- After the SuiteApp is installed and enabled, the workflow adds Approval Status and Next Approver fields to the resource allocation record. When an employee enters a resource allocation, the status is automatically set to Pending Approval, and the Next Approver field defaults to supervisor defined on the employee record. If a supervisor is not defined, the Next Approver field is required before submitting the resource allocation record.
- When a resource allocation is submitted, the next approver receives an email notification that there are pending resource allocations for approval. The message contains a link directly to the record where it can be approved or rejected. Resource allocations can also be approved from the individual records or bulk approved.