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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to approve project...
Finance | Project Operations, Human Resources, ...
Suggested answer

How to approve project timesheets by line, Project D365

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Posted on by Martha P 5

Hello, everyone

I would like our smanagers approve timesheet by line,  but i can only approve by sheet so,  i think i need to do something else,

  • I  already configured the WF "Review timesheet line task flow"
  • Also setup WF  "Review timesheet task flow" 
  • If i active only the first one, and created a new timesheet, i receive the message that there is no active flow,

pastedimage1680050035105v2.png

  • therefore active both When i create the timesheet, with both WF, only considerated the global

pastedimage1680049873227v1.png

So, Someone knows if I have to activate any specific functionality or configuration , that I can approve by line. 

Thanks!

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: How to approve project timesheets by line, Project D365

    Hi Martha,

    Have you checked whether header workflow is working without any error?

    Line workflow will be enabled at action pane of timesheet line grid.

    I suggest you revisit the workflow configuration for timesheet line.

    Also please verify that workflow is active.

    Thanks,

    Girish S.

  • Martha P Profile Picture
    Martha P 5 on at
    RE: How to approve project timesheets by line, Project D365

    Hello Girish, thanks for your aswer

    Yes, the WF header is working ok, and Both are configured and does not show any error,

    pastedimage1680199213044v1.png

    and about the "Line workflow will be enabled at action pane of timesheet line grid."  I don't see that option in the panel, do you now where can i active the option or if i need to do somethings else for that purpose, i dont know if i need active any functionality, or configuration 

    pastedimage1680200714059v2.png

  • GirishS Profile Picture
    GirishS 27,825 Moderator on at
    RE: How to approve project timesheets by line, Project D365

    Just submit the header workflow. After submitting the header workflow work item will be created for lines and workflow button will be enabled.

    Thanks,

    Girish S.

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