Timesheet Approval Options in SuiteProjects Pro
Is your timesheet approval process causing more headaches than it should?
Register for this Power-Up Series video, where Ronn Breaux, CEO of Top Step, breaks down the approval options available in SuiteProjects Pro and shares practical tips for setting them up correctly. Misconfigured approvals can mean spammed end users or approvers who never get notified, so getting this right matters.
Key Takeaways:
- Understand the difference between project-level and user-level approval settings, and when you need one, the other, or both
- Learn why designating role-based approvers like "Project Owner" is a better practice than hard-coding named approvers
- Explore options for applying sequencing in multiple approver scenarios to allow for simultaneous approvals, and set auto-approval thresholds
- Discover how proxy approvals keep timesheets moving when an approver is out of the office
- Get tips on avoiding common pitfalls that lead to approval bottlenecks and confused end users
Approval processes don't have to be a source of frustration. Whether you're managing simple project-level approvals or a more complex, multi-step process, this Power-Up Series video will give you the tools to configure timesheet approvals that actually work for your team. Register now to streamline your approval workflow and keep timesheets moving smoothly.
Have not had a chance to watch the video yet? You can watch it here.
Frequently Asked Questions
When a timesheet is submitted, how does SuiteProjects Pro determine the approval process to execute first?
SuiteProjects Pro will first look at the projects for approvers; then after all project approvals are complete, look at the user's approvals.
If all approvals are set within the project, what should the User approver be set to?
Self-approver
What's the best option to have a named user as part of the approval process?
Use an approval process to set named users so you can change them without updating each project.
How can you set up multiple approvers where only one approver needs to approve but either can approve?
Within the approval process, the Sequence number can be used to assign multiple approvers to the same approval sequence. Then you set the option that a sequence number requires one approval.
If my project manager is on PTO, should we set up approval processes?
No, you can grant temporary proxy rights to the project manager who will be covering timesheet approvals instead.
