If you want Project Managers to approve T+E Reports, you can set this up as the primary approval, or have a Line Manager's approval and/or after that forward it to HR for final approval.
Check also
Note that you need a 'fallback' approval process in case the project does not have a project manager or the user entered time w/o a project.
Approval by the Project Manager
Prerequisites:
- You select a User as the Manager in the Project record
- in Setup > Custom Setting > Accorto Settings -- Manage Accorto Settings. -- edit
set T&E Entry: Create Report by Project to yes
This will create multiple T&E Reports - one for each Project. It will copy the Project Manager to the T+E Manager field.
If there is no Project Manager (e.g., for overhead projects like training), a 'standard' Report is created.
Now, create an approval Process:
- The Entry Criteria should have
T+E Report: Manager -- Not Equals -- (empty) - For the Approver select
Automatically assign to approver(s): Related User -- T+E Manager
In the approval process setup, you want - after approval - set the Status to Manager Approved:
You could do that as an Approval Step Action (as shown above) - especially if you want to define multiple Approval Steps directly here.
Multiple Approval Steps
A good alternative to defining multiple Approval Steps is to use multiple Approval Processes.
Here, you want that aprovals are processed
- Status == New -- (i.e. no Project Manager found)
- OR Management Approved != null -- (i.e. Management approved
- OR (Status == Not Approved AND T+E Manager != null) -- (i.e. previously rejected reports w/o a project manager)
