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Time Entry Approvals

This article covers:

Approvals in PPO

The success of a project often depends on the measures and controls put in place to govern the project. PPO caters for this requirement through its Approvals component, allowing approvals to be created for team member’s time entries; documents, projects, scope changes and more.

Types of approvals

Two types of approvals are available:
  1. Time Entry approvals, and
  2. Client defined approvals.
This article deals exclusively with Time Entry approvals. For information on client defined approvals, see the following knowledge base article. 

Setting up Time Entry approvals

Time Entry approvals are available on the following conditions:
  1. The Edit Time Entry functionality option should be allowed in the user group’s logical access.
    FAQ_timeentryapprovals_step1.png
  2. The "Allow approvals on time entries” option in the instance’s System Configuration should be set to true.
    KB_TimeApprovals_1.jpg
If the above conditions are met, the My Time Entries icon will be available on the user’s Home Page.
FAQ_timeentryapprovals_step3.png
And on the Time Entries >> Maintenance page there will be an Approval Request option as well as an approval status field for each time entry.
KB_TimeApprovals_2.jpg

Using Time Entry approvals

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 icon.

KB_TimeApprovals_3.jpg

The Unselect All for Approval icon 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.

FAQ_timeentryapprovals_step5.png

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.

FAQ_timeentryapprovals_step6.png

The manager can then review the time entry and decide to Decline or Approve the entry and click on the corresponding icon to indicate his decision.

FAQ_timeentryapprovals_step7.png

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.

FAQ_timeentryapprovals_step8.png

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.

FAQ_timeentryapprovals_step9.png
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