PM Timesheet Approval Workflow to Auto-Approve

  • 1
  • Question
  • Updated 3 months ago
  • Answered
  • (Edited)
Is it possible to set up a Timesheet Approval Workflow, where if a PM of a Project is submitting their own Timesheet for a Project that the person is PMing then these Hours are Auto-Approved? This means that if a person worked on 2 project in a Timesheet period but was only PMing 1 of the 2 projects, then the approval would only go to the other PM on the 2nd project.

I am getting a lot of queries from my PMs, where they are submitting their Timesheets only to have to approve them later - this is an inefficiency for us. Please advise what is possible
Photo of Rodionov, Konstantin

Rodionov, Konstantin

  • 7 Posts
  • 0 Reply Likes

Posted 3 months ago

  • 1
Photo of Vinodh.V

Vinodh.V, Community Moderator

  • 316 Posts
  • 9 Reply Likes
Hello Konstantin,

Thank you for posting your query in Replicon Community.

As I correctly understand, if the Project manager enters his time for his project it must be auto-approved by the system.

Currently, this is the behavior of the system.

For example, we have 2 projects:

1. Sales Enablement --- Project Manager Dell Anna
2. Test12345 - 1584 --- Project Manager  VV



Please do let me know if you have any further questions.

Regards,
Vinodh.V
Photo of Rodionov, Konstantin

Rodionov, Konstantin

  • 7 Posts
  • 0 Reply Likes
This is correct, however we can not use the Global rule in the Project Info "Skip Project Manager approval" because this would mean that it applies to all Resource under the Project including all other Project Resource. I need a conditional approval or some other solution where if PM submits project for their own project, then this time is auto-approved.

Thanks
Photo of Vinodh.V

Vinodh.V, Community Moderator

  • 316 Posts
  • 9 Reply Likes
Hello Konstantin,

You do not have to check the option " Skip Project Manager approval".

This is set by the Approval path.

For the test instance, we have just set up only PM approval



I have not checked this option for both the projects and would suggest you make the same changes.



Please check if this helps.

Regards,

Vinodh.V
Photo of Rodionov, Konstantin

Rodionov, Konstantin

  • 7 Posts
  • 0 Reply Likes
Hi Vinodh, 

My current approval path for all users is set to Project Manager (the same as you have reflected), but my challenge is that when a PM submits their Timesheet for a Project that the person is PMing, it goes back to the PM to approve their own Timesheet.

Another thing to watch out for, a Resource can be a PM and can also be a Project Resource on a different project so we need some kind of logic where if PM submits Timesheet for their Project, these hour are auto-approved
Photo of Vinodh.V

Vinodh.V, Community Moderator

  • 316 Posts
  • 9 Reply Likes
Hello Konstantin,

Thank you for the response.

We need to understand your instance configuration.

I am looping in our support team, to reach out to you and understand your instance configuration and then assist you accordingly.

Regards,

Vinodh.V
(Edited)