Give Co-Managers same permissions as Project Managers!

  • 2
  • Idea
  • Updated 8 months ago
  • Implemented
  • (Edited)
Often on our projects, we have more than one project manager. Replicon allows us to designate someone as a co-manager, however that distinction does not automatically give the individual the same functions and rights as the project manager. For example, that co-manager is not automatically included in the approval paths for timesheets and expenses. We have to create new paths and manually add the co-manager to them. Though this does allow them to see the relevant timesheets and expense reports, many of our employees work on multiple projects managed by other project managers. Even if their timesheets or expense reports do not include anything relevant to the co-manager's project, the co-manager is still required to approve them. This seems like an unnecessary step. It would be wonderful if the co-manager role could be somehow included when adding a Project Manager to an approval path.
Photo of Barens, Kelly

Barens, Kelly

  • 67 Posts
  • 9 Reply Likes

Posted 1 year ago

  • 2
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1516 Posts
  • 106 Reply Likes
Hi Kelly,

Thank you for sharing this idea. We have been working around the revamping of our Approval flow. I have forwarded this idea to the respective product management team and will update the thread in case there are any plans or works around this idea in future. 

Thanks,
Aashnee
Photo of Richard

Richard, Design Team Manager

  • 66 Posts
  • 7 Reply Likes
When there are multiple project managers what is the desired workflow for approval?  Does it go to all of them and they all need to approve before the timesheet is ready?  Does only one of them need to approve it?

We have enhanced our approval engine to allow for more types of steps in the approval process, so something like the following could be created to have the path send it to all of the project managers at once, without needing to hardcode any specific person in the approval path.  Understanding your workflow better would help us figure out if this could work for you.
Photo of Barens, Kelly

Barens, Kelly

  • 67 Posts
  • 9 Reply Likes
We prefer not to use steps. Typically when we have co-managers on projects we need them and the project managers approving all timesheets, time off requests and expenses. Ideally, for us at least, we would like the co-managers to have all the same responsibilities and permissions as the project manager. Hope that answers your question!