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Changing a resource end date

A resource's termination date (end date) decides when it is scheduled for termination. Setting it takes one permission, and only that one. Everyone else — project managers included — asks for the change, and someone holding the permission decides.

Who What they see What happens
Holders of the end date permission (by default, organization owners) Set termination date The date changes immediately
Everyone else with access to the resource Request end date change A request is raised for someone to approve

The request flow has to be enabled per offering. Where it is off, only the permission holders have any end date action at all — the behaviour Waldur has always had.

Note

Prepaid offerings are not covered. They extend through renewal, which prices the extra period upfront — an arbitrary date would bypass that. The setting cannot be switched on for them.

Asking for a change

Use Actions → Request end date change on the resource.

Requesting an end date change

Pick the date you need and say why — the comment is what the approver reads when deciding, so it is worth filling in.

The end date change request dialog

You can have one open request per resource. Opening the action again shows the pending one and lets you withdraw it if the date is no longer what you need.

An already pending request

Following your request

Requests appear on the resource under Change requests → End date, or as an End date change requests tab when the resource has no limit change requests to group it with.

You see the requests on any resource you can see. Pending is shown first; All keeps the history, so you can tell whether something was approved or rejected and by whom.

End date change requests, including decided ones

Only someone who may decide gets the Approve and Reject actions on a row.

Deciding a request

Approving changes the end date immediately — there is no further step and no order to follow.

Approving or rejecting a request

Rejecting closes the request and changes nothing. Either way the requester can see the outcome under All.

A request is re-checked at the moment it is approved, not trusted from when it was raised. If the date has become unacceptable in the meantime — the project end date moved in, or the offering stopped accepting these requests — approval is refused and the request stays pending.

Setting the date directly

Holders of the end date permission use Actions → Set termination date and the change applies on save.

Setting the termination date

They cannot raise a request instead: it would be an approval they could grant themselves.

What is recorded

Every step lands in the resource's audit log — who asked, for what date, and who approved, rejected or withdrew it. A rejected request leaves a trace too, which is the point of routing the change through a request rather than a silent edit.

End date change requests in the audit log

Enabling the flow (service provider)

Requests are off by default; every offering keeps the permission-only behaviour until it opts in.

  1. Open the offering and go to Edit → Integration → Operations.
  2. Select the Resource lifecycle tab.
  3. Turn on Enable resource end date change requests.

Enabling end date change requests on an offering

Note

Editing this setting requires permission to manage the offering — the offering's service manager or the provider organization owner. It cannot be enabled on a prepaid offering.

Approving outside Waldur

Requests are published as events, so an external approval system can take the decision instead of a Waldur user — a purchasing or ticketing workflow, for instance.

Such a system subscribes to the resource_end_date_change_request event type, records its own reference on the request, and calls approve or reject when its verdict is known. Nothing changes for the requester: they raise the request the same way and see the same outcome.

Note

Both routes stay open. A request can be decided in Waldur by anyone holding the permission even while an external system is still considering it.