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Use a Mobile Device to Approve or Disapprove Pending Requests

Summary

This article provides information on managing time approval via mobile devices, and contains links to articles with instructions for doing so.

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You are viewing content for Planview® Enterprise One release – Portfolio and Resource Management.

As a project or resource manager, you can use mobile devices to approve or disapprove pending requests for reserves and resource allocations.

To approve or disapprove a resource request:

  1. Sign in to the Portfolio and Resource Management mobile site as described in Sign In to the Portfolio and Resource Management Mobile Site.

  2.  Tap mobile_resources.png mobile-resources17.png Resources. The Resources screen is displayed (Figure 1).

  3. Depending on the type of entity you are approving or disapproving, tap Reserves or Allocations.

  4.  On the reserve or allocation, tap  mobile_arrow.png. mobile-select17.png.

  5.   Tap mobile_approve.png Approve or mobile_disapprove.png Disapprove (Figure 2).

  6. In the text box that is displayed, type a comment about the approval or disapproval.

  7. Tap Approve or Disapprove.

select_assignment17.png

Figure 1: Resources 

approve_resource17.png

Figure 2: Approve or Disapprove resource request