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If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.

Is there any configuration that we can implement that stops this happening?

Hi ​@Machaela Milburn, I used to work with MS Project uploads a few years ago, so things might have changed since then. But if they haven’t, this likely needs to be adjusted at the grants/permissions level for the account you're using to upload the data.

Planview Portfolios automatically assigns the Requested state to an allocation if the user creating the allocation meets either of the following criteria:

  • Has read-only permissions to the selected resources
  • Has read/write permissions to the selected resources but the permissions do not include the permission to approve resource requests

Hope this can resolve your issue. 

Michal 

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