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Approve plans

The plan approval system lets team leads and managers approve and keep track of plans being created or modified by team members. For example, if a team member plans their vacation in the Resource Planning view, they must submit it for approval by their team lead or other manager. Managing vacation times helps resource managers and team leads juggle workloads for a project during that time period.

If you are a team lead or manager, you can approve the plans that your team members (or others) have submitted to you for approval. When you are selected as a Reviewer and a plan is submitted, you'll receive a notification email.

To approve or reject plans in the Resource Planning view:

  1. In your Plan Approval notification email, click View plan. The Resource Planning view opens and shows you the relevant plan for the team member.

    You can optionally select Planning in the Tempo sidebar, and find the team member whose plan is Pending and requiring approval.

  2. Click the (...) in the upper-right corner of the pending plan card and select Approve or Reject.

  3. The team member who submitted the plan gets an email notifying them of the plan approval or rejection.

If a plan is moved to another date after it has been approved or rejected, it returns to the Pending status and an email notification of this change is sent to the reviewer. The reviewer must then approve or reject this plan.

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