Skip to main content

 

Planview Customer Success Center

Set Timesheet Approvals for Projects

Introduction

Select the approver for timesheets per Project, overriding organization-level settings.

A Time Approval field in the Project properties lets you select the approver.

360034152573_mceclip1.png

Benefits

More flexibility defining whether the Direct Manager or Project Manager can approve timesheets. This is especially useful when you want Project Managers to approve billable projects and direct managers to approve non-billable projects.

How it Works

The new option applies when the Approval flow system setting is Require Approval. Then the new Time Approval field in the Project overrides the system settings for Direct Managers or Project Managers.

System Settings

360034154493_mceclip2.png

Select per Project who can approve timesheets.

360033341054_mceclip3.png

By default the selected option is null, which indicates the system settings apply.

None Needed for auto approval.

Preventing access to Time Approvals on Projects

A best practice if you prefer Project Managers to not have access to the new options is to remove the new field from the relevant Profile and/or implement validation rules.