Approve Resources

Main Audience: Primary Department Approver

A Primary Department Approver (PDA) has access to eBridge to Approve Resources for all of their faculty & staff listed on a budget.  The PDAs must approve the effort for everyone listed on a budget.

Role:  Primary Department Administrator (PDA)

Steps:

  1. After logging in to eBridge, select My Home from the upper right-hand corner of the screen.
  2. Make sure the Primary Department Administrator (PDA) role is selected from the top-left corner.
  3. Select the Funding Proposal Name from My Inbox or Funding Proposals tab.
  4. Select Approve Resources activity from the left-hand column.
  5. Enter the Max Effort for each individual and check the Approve box:
    A.    If the Max Effort approval is less than what was listed in the budget, click Cancel to return to the Funding Proposal Workspace to contact the individual to discuss the Effort % that is available.  If the Effort % entered in the budget needs to be less, update the effort on Page W. Personnel Cost page in the budget and then approve resources.
    B.    If no budget grid entries are displayed for an individual, you must “Approve” that person at 0% Max Effort.
  6. Click OK to complete this activity.
  7. The “Approve Resources” and “Effort %” are now complete.

Contact eBridge
Help Desk

Monday - Friday
8 a.m. to 5 p.m.

414-955-8476

help-ebridge@mcw.edu

Help Desk Tips

To better serve you and to expedite the request process, please have available the following information prior to contacting the Help Desk. You will receive a response to your initial inquiry within four hours (during standard business hours).

SmartForm ID: What is the ID Number?

  • Human Submissions ID (PRO, AME, CPR, RE)
  • Animal Submissions ID (AUA, AA, AR)
  • Funding Proposal ID (FP, BU)
  • IBC Applications ID (IBCYear#)

Location: Where are you in eBridge?

  • Activity
  • Workspace
  • SmartForm
  • Section/Page Number

Problem/Guidance: What were you doing or trying to do?

  • Description of issue
  • What you were doing when the issue occurred
  • Screen shot of error message, if applicable

 

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