Personalized Community is here!
Quickly customize your community to find the content you seek.
Now Available in Community - MBAS 2019 Presentation Videos
Catch the most popular sessions on demand and learn how Dynamics 365, Power BI, Power Apps, Power Automate, and Excel are powering major transformations around the globe. | View Gallery
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I can't seem to figure out why I get this error:
We're a small team and really everyone should be able to submit their time without manager approval. I don't believe it's a role issue, most likely a business process issue. Does anyone know how I turn it off? I just need everyone to be able to submit non-project time as they would project time.
Go to your project Team Grid.
Double click on the person who is responsible for approving your leave, absence, vacation and Time Entries and change the project approver to yer as shown in the screen shot.
HI - thanks for the note.
Sorry I can't find the page you're referring to. Where do I go?
I want to change this across the organisation, not on a project by project basis.
If you are on V3 then go to the project.
Open the project Team Tab and then you will see the list of people.
Select the approver, if not add the approver and then double click and open him/her to change the project approver to yes.
Thanks, this is all set ok.
The problem I have isn't with Projects though.
I have created Time Category Type 'Internal' and set it to 'Non-chargeable'. It is when I book time to this Type that I get this error.
to use the non-project time entry feature in PSA, a manager needs to be set in each user record. If you don't want this, you can create internal projects with project tasks such as vaction.
My firm also does not want to approve every vacation or doctor's appointment, so we use a workflow to automatically approve these kinds of entries.
I'm far from an expert in PSA, but this does the trick for us.
It's not so much approving it's submitting I can't do. I'm the administrator and the system won't let me submit any internal time with the error coming up above saying a manager is required. Feels like a simple switch on the Roles I need to change but I can't see it.
I'm happy to create a workflow too if that gets around it. Would that be set to run on someone pressing submit? I expect there's a business rule somewhere that says the internal time needs manager approval which I was hoping to just delete. Aside from this I can't even see where or how I'd approve without first being allowed to submit.
you are getting that error message because the submitting user probably doesn't have a manager set in his user record. Please go ahead and check the user record (I had to switch forms to see the manager field):
(sorry for german language, don't have an english version license)
We have not found a way to use the non-project time entry function without populating this field for every user. It doesn't seem to be as simple as a business rule somewhere. It's hardcoded by a Microsoft script. That's why we use internal projects.
Sorry, didn't read your question about the approval workflow:
Mine triggers on creation of a project approval, then checks whether a checkbox in the project is ticked called "Automatically approve expenses" and "Automatically approve time entries". If true, it just uses the standard microsoft PSA actions for approving the entry.
There might be a better way, but this works fine for us.
Thanks for this. So the one person I can't add a Manager to is me. I am my own Manager but the system doesn't let me do that.
Do I have to use someone else as my Manager to get it to work?!
Yes we had that problem as well when we were trying out that whole manager thing...
You need another user in the same org unit to be your manager. It's really weird. We used a global admin service account (which is nice to have anyways) as the CEO's manager...
We can get in a call on Skype. my skype id is kgupta.cf to check the situation further. Add me on skype.
I'm still having this issue. I'm not going to pay for another licence just so I can submit my own non billable time.
Anyone found a solution?
I've setup mine with a service account (PowerApps checker) and then I used Flow to update status after I submitted it.
Hey - thanks for this.
Any chance you can help me out to achieve this?
I've tried to find the Workflow which will let me get submitted time to automatically approve it but can't figure out how to achieve this. If you're able to help that'd be great.
If you have users A, B and C, set up Managers as follows. On user B, select A as Manager, on user A, select B as Manager, on user C, select user B as Manager. 3 licenses.
You can read about how to create an automatic approval workflow here:
The whole approvals concept is described here: docs.microsoft.com/.../time-expense-approval.
Business Applications communities