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Planview Customer Success Center

Many resources getting email notifications that they have expenses to approve

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Question
Many resources are getting email notifications that they have expenses to approve when there is no approver named in the engagement. Where is it determined who is the expense approver?

 

 

Answer
As there is no approver specified on the engagement or project then the workgroup page in System Management is where this is set.

A role can be selected that will do the final approval of expense reports and all resources having this role will get the notification. So best is to choose a role that is only assigned to admin/approver resources and not a role shared by many employees in the company.