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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Timesheet approval whe...
Finance | Project Operations, Human Resources, ...
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Timesheet approval when project manager in same

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Posted on by aayushii 129
Hello,
 
How can I approve the timesheet approval request in 1 go?
For example: I have a timesheet with 3 lines with similar project manager (example: John) and hence we want to approve all 3 together (john will click on approval request to approve all the timesheet of 1 person at a time)
For example: in the above case I am getting 2 notification for line 1 and line 3 and I have to approve them individually. 
The ask is that can I approve both the request in 1 go?
 
Regards,
Ayu.
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    Timesheet approval when project manager in same
    Hi aayushii,
     
    Line-item workflow requires an approver per line, despite some of the lines are for the same timesheet and project manager. I would like to refer you again to my reply below for alternatives.
  • aayushii Profile Picture
    aayushii 129 on at
    Timesheet approval when project manager in same
    Is it possible to allow for multiple line approval in the current setup when all of the lines belong to the same Project Manager?
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Timesheet approval when project manager in same
    Hi,
    The ability to approve multiple timesheet lines at once may depend on the specific workflow configuration, the system does not have OOB functionality for this, you can see if there are settings in the approval hierarchy to process multiple lines for the same employee in a single approval.
    Best Regards,
    Hana
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    Timesheet approval when project manager in same
    Hi Ayu,
     
    It seems that you have setup the timesheet workflow to using also line-item workflows. In that case, the approval is line by line. With help of some customization, it can become a multi-select. Depending on the situation, you can also consider only using the timesheet approval without line items. Then still it is possible to set up approval by multiple project managers. Depending on your environment, also this would require some customizations.
     
  • Martin Dráb Profile Picture
    Martin Dráb 230,379 Most Valuable Professional on at
    Timesheet approval when project manager in same
    Moved from D365 general forum to the Finance forum, because it seems to be about F&O and not about D365 in general. Please let me know if you disagree.

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André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

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Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

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