Navigate to Setup > Accounting > Project Resource Roles
- Job Resource Role
- Project Manager:
- Click Edit
- Project Time Approver: Enter Checkmark
- Own Time Approval: Enter Checkmark
- Click Save
- Project Staff:
- Click Edit
- Project Time Approver: Remove the Checkmark
- Own Time Approval: Remove the Checkmark
Click Save
Navigate to Setup > Users/Roles > Manage Roles > Project Manager Role used
- Click Edit
- General:
- Employee Restrictions: Select none – no default
- Restrict Time and Expenses: Select Checkmark
Click Save
Navigate to the Project record
- Click Edit
- Click Preferences tab
- Time Approval: Select Project Time Approver
Click Save
Note:
- Given the following setup, time entries by a Project Staff will be directed only to the Project Manager assigned to the Project.
- By default, if the Own Time Approval = T, Time entries by a Project Time Approver by will be automatically approved.
- If Own Time Approval = F, and there is only one Project Time Approver designated on the Project, once this Time Approver entered his time, it will throw a warning message: “No Project Time Approver is assigned to this Project. Time for this project must be approved by an Administrator.”
- The Next Approver field on the Time Record will only be populated if the Approval Routing for Time is enabled and if there is a workflow set for the approval routing.