Resource managers are responsible for reviewing incoming resource requests and deciding how (or if) they should be fulfilled.

Productive supports this process by:

Suggesting suitable people based on request criteria
Showing availability directly on the Resource Timeline
Enabling discussion in the request feed before resolving the request

📌 Note: Only users with the Resolve resource requests permission can approve or reject requests. Other actions, like viewing or commenting, depend on your individual permissions. See the full guide on resource request permissions here.

Accessing Resource Requests

Resource requests are available from the main navigation:

Resourcing > Resource Requests
This opens a dedicated resource requests screen

Resource Requests Screen

Default View

Pending requests: Shows all pending requests, grouped by project

Custom Views

Like other areas in Productive, you can customize this screen using:

Additional fields
Filters
Grouping

📌 Tip: Create a Closed requests view to quickly access your Resolved, Rejected, and Canceled requests. Custom views like these can be saved, reused, and marked private or public.

Reviewing a Request

Each row represents a single resource request.

Clicking a row opens the Resource Timeline with the request details shown in a read-only sidebar (on the right):

Request details: Company, Budget, Service, Requested date range, Requested allocation, and Maximum cost per hour
Requested person profile: Employee and custom field details, note
Booking dates: Originally match the request, but are adjustable here

Suggested people are filtered and sorted based on request parameters (on the left).

Finding People on the Resource Timeline

How Matching Works

People are filtered using an OR condition across selected fields. People are automatically sorted by best fit first. For each person, you’ll see:

A fit indicator (for example, 4/4 = perfect match)
A tooltip explaining missing parameters if the match is partial

Assigning Preview Bookings

In the timeline, you’ll see a purple preview booking representing the request. Preview bookings:

Do not affect real capacity
Can be adjusted or removed freely
Help you compare multiple options and capacity

📌 Tip: Right-click the preview booking to quickly duplicate or split it. Splitting creates two bookings based on where you click, making it faster to test different allocation options.

Creating Assignments

When resolving a request, you can create one or multiple assignments (bookings) if needed:

Select one or more people (dropdown includes fit indicators)
Define period and allocation for each assignment

📌 All assignments appear as preview capacity (requested) until the request is resolved.

Resolving Actions

At the bottom of the request sidebar, resource managers can take action on the request.

Resolve

When you select Resolve:

The request status changes to Resolved
All preview assignments are converted into real bookings

📌 Important: Approved requests create bookings, but assigned users may not automatically be included in the budget.

Project managers and resource managers should make sure that all booked users are added to the relevant budget or deal. This ensures their time can be tracked against the correct services.

At the moment, Productive allows bookings to be created for users who aren’t explicitly included in the budget/deal, which can cause issues with time tracking.

You can add a user either directly from the booking (using the violet Add button) or via the sharing options on the budget or a deal.

Additional Actions for Pending Requests

For pending requests, open the three-dot menu in the upper right to access the options described below.

1) Edit: Available only when the person reviewing the request is also its creator. Opens the request input screen, where you can edit request details, copy the request, or cancel it.

📌 Resolved or rejected requests can’t be edited, and you can’t edit requests created by other users.