Manage resource authorisation

You can specify authorisers who have permission to authorise the timesheet and expense claims made by each resource. You can select the authorisers for an individual resource, or you can do this for all resources using the Manage Resource Authorisation window.

To manage resource authorisation for all users

Open: Project Accounting > Project Maintenance > Manage Resource Authorisation.

1. To manage authorisation for employee, use the All resources section of the window.
   • To allow an employee to authorise timesheet and expense claims, select the Can authorise? check box for the employee in the All resources list.
   • To stop an employee from authorising timesheet and expense claims, clear the Can Authorise? check box for the employee.

2. To manage the resources for the employee, select the employee in the All resources list and use the Configure authorisation section.

   You can drag and drop resources between the lists, or select resources from the lists with the mouse and click Add or Remove.

   Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   • To allow the employee to authorise timesheet and expense claims for a resource, select the resource in the Resources not in authorisation list of the authoriser list and click Add.

     The resource is listed in the Resources in authorisation list of the authoriser.

   • To stop the employee authorising timesheet and expense claims for a resource, select the resource in the Resources in authorisation list of the authoriser list and click Remove.

     The resource is listed in the Resources not in authorisation list of the authoriser.

3. To save your changes, click OK.

   To discard changes, click Cancel.