Use project manager timesheet approval for some and supervisor timesheet approval for other projects

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Hi,
we have set Replicon up for project manager timesheet approval which works great for all our customer projects. But for some internal projects, it would actually be better if times recorded on those would be approved by the respective supervisor of the employees.
Is it possible to define the approval path on project level?
Thanks
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Bartels, Christian

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Posted 2 years ago

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Isaiah Madem, Community Moderator

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Hi Christian,

Thanks for using Replicon Community. 

Replicon allows you to set up a multi-level approval path, where you can set up Project manager and Supervisor as first and second level (or vice versa) timesheet approvers as shown below: 


However, in this process, both project manager and supervisor will have to approve the timesheet for the timesheet to be approved. In this process irrespective of the user entering or not entering the Internal project on his timesheet, the timesheet will be sent to the user's supervisor for the second level approval. 

Hope this information answers your question.

Regards,

Isaiah Madem
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Bartels, Christian

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Thanks for your reply Isaiah. Does that mean for our use case (internal vs. external) projects, there is no solution? Any ideas for work arounds?

The only idea I could come up is to keep it as project manager approval, so that project manager of external projects need to approve time for their projects as before. For internal projects we would need to create them per supervisor/manager and assign their employees. But that would create quite a bit of redundancy. (e.g. we have an internal project with tasks like training, meetings, sales, etc which I would need to duplicate per supervisor so that each supervisor needs to improve internal times for his/her employees)

Thanks
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Isaiah Madem, Community Moderator

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Hi Christian, 

As a workaround, we could create each internal projects under each supervisor (e.g. Let's say we have supervisor A,B, and C and have internal projects as training, meeting, and Sales. Let's create the internal project for each supervisor Training - A, Training - B, Training - C, Meeting - A, Meeting - B, Meeting - C and Sales - A, Sales - B, Sales - C. Assign supervisors as project managers to their respective internal project. Advise users to select an internal project based on their supervisor on their timesheet. 
 
With the above mentioned set up, if the user selects an internal project based on their supervisor, the timesheet will be set to their respective supervisor for approval. 

Thanks and Regards,

Isaiah Madem.
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Bartels, Christian

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Hi Isaiah,

thanks. Sounds like that's what I suggested above.
How do I raise a feature request for what I'm looking for?

Thanks
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Drema Herron

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You may also want to consider using the "skip project manager approval" checkbox under the project info tab of individual projects. Time would then be approved by Supervisor only and not the PM. This is what I use for internal projects.
(Edited)
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Bartels, Christian

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Thanks Drema. I played around a little bit with that and it seems it's not fully doing what I'd like to do.
We have employees working on internal AND external projects. So, internal project approvals should only go to the supervisors and external project approvals should only go to the project lead.

If the approval path in the user config is only project manager and I activate the "skip PM approval" option, the time is auto-approved by the system". If I set the approval path to supervisor and project lead, both have to approve which I do not really want. Am I missing something?
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Patty Seymour

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Christian, we pursued that configuration as well. We would prefer the approval path be set at the project level and not at the user level. That way you could set internal projects to have LM/supervisor approval and contract projects have PMs approval. The alternative is to have both. Currently for the US, we 'skip' PM approval on all internal projects but have 'PM approval' on contract projects. Managers can see their direct reports time in their team tab.  In Replicon, everything is set at a User level.

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Drema Herron

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It doesn't appear to me that there is an option to segregate part of time sheet being approved only by the PM and part of the time sheet being approved only by the supervisor. Would having the time sheet go to both the PM and Supervisor simultaneously help at all? That much is possible based on the approval path set on the user (which can be mass edited).

Our organization wants the supervisor to see the full time sheet, so the sequential approval works for us.
(Edited)