Approve or Reject Utilization - EcoSys - 4.11 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.11)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.11

This procedure allows the resource manager to add the resource utilization, and update and delete submitted utilization as per the project requirement. Resource manager can also approve and reject the utilization.

  1. Click the Approval Portal tab.

  2. Click the Submitted Utilization hyperlink.

  3. (Optional) In the Submitted Utilization panel, if you want to add a new request, click the Insert Row icon to add a new row for the resource.

  4. Click the Resource ID ellipsis and update the resource.

    The resource managers have access only to his/her reporters.

  5. Click the Activity ellipsis and select the required activity.

  6. Update the hours in the required Week Submitted Utilization fields.

  7. Type your comments for the requester in the Approver Comment field.

  8. Click SAVE.

  9. (Optional) Click Availability (Submitted/Staging) hyperlink to view the submitted resource utilization details.

  10. Click the Approve or Reject hyperlink.

    Resource Management - Supply Demand - Approval Portal tab_4.01

    • If you click Approve, EcoSys moves the hours from Submitted Utilization to Approved Utilization.

    • If you click Reject, EcoSys moves the hours from Submitted Utilization back to Staging Utilization in Resource Request Portal.

    • Click the Delete Row(s) icon to delete the row.