TeamDynamix - Respond to a Resource Request

Overview

This step-by-step procedure demonstrates how to approve, reject, or select an alternative resource in TeamDynamix.

Note: This is only applicable for Resource Pools that require approval for project assignments.

Step-by-Step Procedure

Note: This procedure demonstrates one way of navigating to the Approvals page. You may also respond to a resource request through the email notifcation, an alert on the Welcome pop-up, the Resource Request Awaiting My Approval widget, or the My Approvals Section of the My Work tab.

  1. Open TeamDynamix.
  2. Select Resource Management from the Applications Menu or click the Resource Management tab.

    screenshot of applications menu

  3. Click Awaiting My Approval.

    screenshot of Awaiting My Approval page

  4. Click each request to approve, reject, or select an alternative resource.
    Note: If applicable, go to select an alternative resource.
  5. Click Actions.

    screenshot of Awaiting My Approval page

  6. Click Approve or Reject.

To Approve:

  1. Enter Comments.

    screenshot of Approve Resource Request page

  2. Check the Notify user that he/she has been added to this project box.
  3. Click Save.

To Reject:

  1. Enter Comments.

    screenshot of Reject Resource Request page

  2. Click Save.

Select an Alternative Resource

  1. On the Resource Request Detail page, scroll down to the Alternative Resources section.

    screenshot of Alternative Resources section on the Resource Request Detail page

  2. Click Substitute Resource next to the appropriate resource.
  3. Click OK.
  4. Click Actions.
  5. Click Approve.
  6. Enter Comments.
  7. Check the Notify user that he/she has been added to this project box.
  8. Click Save.