Configure Clients to Approve Time
Some organizations require that project time first be approved by the client before it can be billed. This process likely involves a mountain of paperwork with timesheets being printed out, signed, and filed away. Rather than killing all those trees, instead consider letting Projector handle all this data processing instead. With our audit trails, reports, and history features - we'll keep track of all that paperwork for you.
This help page will:
- Show you how to configure Projector for time/expense approval by clients
Configure Projector
Configure Projector for client-based time approvals.
Create a Client User
See Client Users for instructions on creation.
Make Client an Approver
Time approvers are determined on a per-project basis. For each project a client needs to approve time on, they need to be explicitly set up as the approver using this option:
- Find Approver - good choice if a single client user does the approvals
We do not recommend these choices:
- Engagement Manager - doesn't work well with client-based time approval since you should have a 'real' EM
- Project Manager - doesn't work well with client-based time approval since you should have a 'real' PM
- Project Manager for team, Engagement Manager for PM - doesn't work well with client-based time approval since you should have a 'real' EM/PM
- Designated time approver for resource or cost center - clients could end up seeing and approving time for projects outside their purview
- The project's acting PM team - this only works if the client is not set up as a "client" user, but is instead set up as a regular user.
Save a Search
To help your clients out, save a public search that makes finding time cards to approve easy. In my search below, I look for all time cards awaiting approval for the current month.
Test
After setting everything up we recommend creating a proxy user. You can then log in as the client and see everything they are capable of doing.
Educate Your Clients
You'll need to teach your clients how to do time approvals. Please point them to our help page dedicated to this purpose.