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


Approval by the Project Manager

Prerequisites:

  1. You select a User as the Manager in the Project record
  2. 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)