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  • The project's acting PM team
  • Engagement Manager
  • Project Manager
  • Project Manager for team, engagement manager for PM
  • Find Approver
  • Resource/disbursing Designated expense approver for resource or cost center-based approver(s)

Before we get started looking at each of these in turn, a note about approving your own expenses. You cannot do it. You cannot trick the system by trying to approve expenses using administrator permissions. You cannot create a proxy user for someone else and approve them. You cannot do it. 

Tip
titleFallback Approval

Fallback approval is triggered occurs when the "natural" approver for an expense cannot approve itsomeone cannot approve a cost card and there are no other cost approvers. For example, if the Project Manager is supposed to approve expenses, and submits one of her own expenses - a problem occurs. She cannot approve her own expenses, so who is going to do it? In this case Projector uses what we call Fallback Approval. The Sally is the project manager and a project is set to PM approval. Sally is not allowed to approve her own cost. If Sally cannot do it, who can? Projector uses fallback approval. The fallback approvers consist of the following people:


In the unlikely event that there are no fallback approvers, the expense time will be stranded. The only way There are three ways to get it approved would be to add :

  1. Add an approver
, or to have an
  1. either to the resource's profile
  2. Add an approver through cost center permissions
  3. Have an administrator with the cost center permission Administer Expense Document Approval Workflow
to force
  1. 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). 

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The approvers consist of the following people:

Tip

Fallback approval cannot be triggered in this case since your fallback approvers are the same people as outlined here.



Client Approval

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

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