Project Manager Approval

You can configure who is allowed - or required - to review timesheets before it is approved. eHour supports two types of workflows:

Enabling

When configuring approvals, select "Project Managers" to enable this workflow. When selected, all relevant Project Managers need to give their approval. 

When there are no Project Managers set for a project, a fallback reviewer can give his or her approval.

Example:

To enable the Project Managers Approval Workflow, select the "Project Managers" tab when Configuring Approvals. 

For this example, this workflow is enabled but no fallback reviewers are set.

The process is:

  1. In week 18, Andrew tracked time on three different projects;
  2. Andrew requests approval;
  3. Two of those projects have a Project Manager set: John and Sally. Both project managers receive a notification by email;
  4. John reviews the hours for his project on Andrew's timesheet and approves. The timesheet is still in the pending state;
  5. Sally also reviews the hours for her project on Andrew's timesheet and approves. The timesheet is approved;
  6. Andrew receives an email notifying him that his hours are approved.
Example with a fallback reviewer

The Project Managers Approval Workflow is enabled and the Line Manager is configured as the fallback reviewer. Thomas is Andrew's Line Manager.

  1. In week 19, Andrew was two days on vacation. He tracked hours on the vacation/PTA project and on the Development project;
  2. The development project has John as PM while the PTA project does not have a PM set;
  3. Andrew requests approval;
  4. John needs to approve the hours for the Development project;
  5. Thomas needs to approve the hours for the PTA project as he is Andrew's Line Manager;
  6. When both John and Thomas approve the hours the timesheet is considered to be approved and Andrew is notified by email.

It is advised to add a Manager or Admin as a fallback reviewer. Timesheets get auto-approved when there are no Project Managers available nor any fallback reviewer is set.

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