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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

TimeSheet Standard Workflow change

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Posted on by 196

Hello,

I have requirement of Change in standard Approval Workflow for the TimeSheet entries approval.

Currently system send an approval request to the Project manager by which is attached to Project and if user is doing Entry without Project Reporting manager will get the Approval Request.

In my scenario i have requirement of sending approval request to some other positions which will be attached to the Project for Example (Support Manager) which is custom fields.

To achieve this i have created MS flow to reassign the Approval Request to the support Manager which is initially generated for the Project Manager of the project but unable to achieve the result.

Again i have created plugin and tried to approve approval request with the context of othe user but in that case after approving the entry on Project level Approval data is not getting isnerted.

How can i acheive this requirement is it feasible to implement?

Regards,

Taral Shah

I have the same question (0)
  • DHooreT Profile Picture
    10 on at

    Hi Taral,

    You should be able to get the desired result by making use of the 'Project Approver' field on the Project Team Member records. By making the team member an approver, they should be able to approve time entries and expenses on the project.

    Link to the documentation: docs.microsoft.com/.../project-team-members-overview

    Hope this helps!

    Regards,

    Thomas

  • Suggested answer
    Matthew Lazowski Profile Picture
    3,163 on at

    Automate creation of Project Team Member records for your approvers' resources based on lookup fields on Project.

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