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Using delegation, it is possible to submit time entries on behalf of others. But is it possible to allow someone else to approve time entries using delegation?
Thanks in Advance
Adding that to the Delegation feature might be tricky if not impossible. An approver must be set as Project Approver = Yes. What about using a custom entity for this? Please see photos below.
1. Custom entity that has a lookup to Bookable Resource and Project. Disregard the other fields. I reused a custom entity I had previously used in another scenario.
2. See how John Doe is added as a Project Team Member. Project Approver is also set to yes when the record is created (not visible in this photo).
3. This is the actual workflow creating a Project Team Member. I have made a N:1 relationship from my custom entity Training to Project and Bookable Resource.
4. Here are the properties of the WF. I had to set the Calendar Id field as Optional because it is Business Required OOTB. For now I'm just putting a random value to the From and To fields. The Role can be anything you have in the system. You can set up a new role called Project Approver for example.
I hope this helps and works for you!
Hi Avni, I assume that you need this in case your PM is away - you can temporarily 'assign' his projects to someone else (change the value in the Project Manager field). In case you do not want the PM to approve hours at all but you want someone from the PMO to approve hours, you can rename the field 'Project Manager' on the project to 'Project Approver' and create a custom field to track who is your PM user. More renaming will also be required to avoid confusion. I hope this may be useful.
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