This article covers:
- Time Entry approvals, and
- Client defined approvals.
- The Edit Time Entry functionality option should be allowed in the user group’s logical access.
- The "Allow approvals on time entries” option in the instance’s System Configuration should be set to true.
Once the time entry is ready for approval, the Approval Request field should be changed to True. This can be done simultaneously for all records against which time has been booked by making use of the Select All for Approval option.
The Unselect All for Approval option will make the Approval Request for all time entries "false".
On Submit, the Status field of the time entry sent for approval will change to Ready.
Simultaneously, an Approval Request will be created on the project manager of the related project’s Home Page. The time entries can also be configured to allow any person specified on the project or a resource manager type position linked to the resource to approve time logged.
The manager can then review the time entry and decide to Decline or Approve the entry and click on the corresponding action to indicate his/her decision.
The manager’s decision will reflect on the user’s My Time Entries >> Maintenance page. If the time entry has been Declined, the user is allowed to alter the time entry and resubmit it for approval.
To resubmit for approval, click on the Declined link and click on the Resubmit for approval icon. This will again change the approval’s status to Ready and will cause the approval to appear once again on the approver’s Home Page.