Resource Management - Allocation Approvers

Configure Allocation Approvers in Resource Management

Purpose

The Allocation Approvers setup in Resource Management defines which users have authority to approve resource allocations based on Cost Centers and Projects.
This configuration ensures proper governance of human and material resource assignments, aligning with company structures and approval hierarchies.

Access Path

Control Center → Resource Management → Allocations Approvers

Configuration Overview

Within the Approvers interface, administrators can map specific users as allocation approvers by combining three parameters:

Field	Description
Users	Selects the person or persons authorized to approve allocations. Multiple users can be added per rule.
Cost Centers	Defines whether the rule applies to all or specific cost centers.
Projects	Restricts the approver’s authority to specific projects or allows global project access.
Self-Management	When enabled, the user can approve their own allocation requests.

Each rule represents a logical approval condition. Multiple rules can coexist to reflect different approval hierarchies or contexts (for example, project-based or department-based).

Configuration Steps

Navigate to Resource Management → Allocations → Approvers.
Click Edit to activate configuration mode.
Click Add New to create a new approver rule.
In each column:
- Select one or more Users.
- Choose the relevant Cost Center (or “All”).
- Select Project(s) or “All.”
- Optionally, check Self-Management if the approver can manage their own requests.
Click Save to confirm the configuration.

Usage Example

Scenario 1: A department head approves only allocations within Employee Vacations cost center.
Scenario 2: A project manager approves all allocations for Lake Como House Project and Rio Tinto Urban Project.
Scenario 3: A global resource administrator approves all allocations across all projects.

These flexible combinations allow UNEEVO to support both centralized and decentralized approval models.

Best Practices

Always ensure at least one global approver (Cost Center = All, Project = All) is defined to avoid workflow interruptions.
Use descriptive cost center and project names for clarity.
Avoid enabling Self-Management unless explicitly required for agile or small-team operations.
Regularly review the approver list to maintain compliance with organizational changes.

Summary

The Allocation Approvers configuration governs how UNEEVO routes resource allocation requests for validation.
By properly defining approvers per cost center and project, organizations ensure that resource utilization remains both traceable and properly authorized.

System – User Profiles and Access Rules
System Configuration – Companies Setup
General Parameters – Types / Global Lists
People Management – Hiring
People Management – Background
People Management – Others
Resource Management – Parametrization Overview
Resource Management – Allocation Integrations
Resource Management – Sourcing
Operations Management – Timesheet