How do I set up Negotiations?
This article explains how to configure Resource Negotiations for OnePlan. This requires the app 'Resource Plan' is installed. These settings are available when the Advanced Settings are enabled.
Go to the Admin pages, select Resource Plan in the navigation. Then, expand the Advanced topic heading.
This is an advanced OnePlan feature called Negotiations. If enabled, both the Plan Owner (for the plan) & the Resource Manager (for each resource) would both need to agree on the resource allocation in order for the Resource Plan row to change from draft to proposed to committed.
1. Enable Negotiation
Select the check box to enable negotiation feature.
2. Set Resource Managers
Navigate to the Users Admin page. Expand the Resource Managers heading.
2.1. Select Method
Method: Select No Resource Managers, Department, Role, Manager, Timesheet Manager, or another resource-level field. Note: Timesheet Manager only shows if the Timesheets App has been added.
Based on the selection here, the resource manager will be the user who reviews and approves resource plan allocations. This applies only when the Resource Negotiations are enabled. When Negotiations are disabled, select No Resource Managers as the method.
If you select Manager or Timesheet Manager as the method, the field values from each resource's form will be the resource manager. If you select Department or Role, follow the next steps to designate managers and delegates.
- No Resource Manager
- Department - Enter manager for each department
- Role - Enter manager for each role
- Manager - Resource-level field
- Timesheet Manager - Resource-level field (if Timesheet app installed)
- Other Resource-level fields will show for selection, if applicable
2.2. Designate the Manager
If you select Department or Role, a table with the configured departments or roles shows. Departments and Roles are both configured on the Fields admin page, under the Resource topic heading. Designate the one manager for each department or role, based on method selected.
2.3. Designate Delegates
Designate the delegates (multiple allowed) for each department or role, based on method selected. These are the default delegates for each department or role. Each manager will also be able to change the delegates (on the Resource Plan page) for any groups that they are the designated manager.