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Finance | Project Operations, Human Resources, ...
Answered

Time entries approval process

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Posted on by 40

Hi to all, I have a request when a user submits a Time Entry to be approved automatically. I couldn't find a way to bypass this approval, so I created a simple workflow where every time an Project Approval record is created and its status is Submitted, to be changed to Approved and then set the related Time Entry status to Approved too. But, Time Entry record cannot be approved because the workflow owner is not a Project Approver. Is there any idea how can I achieve this request?

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Kostas,

    You can try to choose one approver you need in the ‘update project approval’ step in the workflow.

    pastedimage1620808310716v1.png

    update project approval

    pastedimage1620808326233v2.png

    update project time entry.

    pastedimage1620808334788v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • k.karagiannnis Profile Picture
    40 on at

    Thank you for your response!! I, also created a workflow, when someone creates a new project to add the System Admin as Project Member and Approver and now my time entries are getting approved automatically

  • AJdeWet Profile Picture
    7 on at

    Hello , we want to edit the Project Operations workflow so that we can have time entries that are NOT associated to a project be approved by a specific person, not the default HR manager of the user.

    Where can we find this flow or process or business rule, so that we can make edits to a custom solution?

    Thank you for your time!

    AJ

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