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Tip
titleThe Key

The key to understanding time approvals is knowing that the project determines who the approvers are. There is no such things as a "super approver" in Projector where someone gets to approve any time card on any project that they want. (Okay, that isn't entirely true as administrators can go to the overrides area and force a time card to approved)

 


On every project info tab in Projector there is a dropdown called Time Approvers. It provides the following approval options:

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Before we get started looking at each of these in turn, a note about approving your own time. You can only approve your own time if your resource profile allows it. The setting is called Resource may approve their own time.

 


Tip
titleFallback Approval

Fallback approval is triggered when the natural approver is disallowed from approving a time card. For example, if Sally is supposed to approve time cards on a project but is not allowed to approve her own time cards. Who approves Sally's time then? In this case Projector uses what we call fallback approval. The fallback approvers consist of the following people:


In the unlikely event that there are no fallback approvers, the time will be stranded. The only way to get it approved would be to add an approver, or to have an administrator with the cost center permission Administer Time Workflow override it to approved.

 


Acting PM Team

The PM team consists of the engagement manager, project manager, and anyone marked Can Act as PM. Fallback approval can be triggered if your "team" consists of only one person (one person is the EM, PM, and nobody Can Act as PM). 

 


Engagement Manager

Only the engagement manager. Fallback approval is triggered when the EM submits their own time.

 


Project Manager

Only the project manager. Fallback approval is triggered when the PM submits their own time.

 


Project Manager for Team, Engagement Manager for PM

The project manager approves all time except their own. The engagement manager approves anything submitted by the project manager. Fallback approval is triggered when the engagement manager submits time.

 


Find Approver

If you choose this option, you'll get a search dialog. From the dialog, pick the single user who should make all approvals. Fallback approval is triggered if the single users submits time.

 


Resource-Based Approvers

The approvers consist of the following people:

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The idea behind this mechanism is that your approvers either manage an entire cost center of resources, or that they are assigned to individual resources. 

 


None (Automatically Approved)

If you choose this option, time cards are immediately approved upon submission.

 


Client Approval

We don't get into this here, please see our help page Configure Clients to Approve Time.

 


Approve Time Automatically

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Time off uses the approval method Resource Based Approval. That means Direct Managers and anyone with the cost center permission Approve Time can approve time off. 

 


Time Off Requests

Time off requests do not use any of the approval options discussed here. Requests are handled by the specific cost center permission Approve and Maintain Resource Time Off.

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Being able to approve your own time only occurs when you are the natural approver for that time. For example, the project is set to PM Approval and you are the PM. You don't get to approve all your own time automatically.