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Approve project hours directly from Cost TrackerFinancial Manager. |
Project hours can be approved directly in Cost Tracker, where project owners can verify and approve project hours - the hours worked by their team on the projects that they manage. This simplifies the process for a project owner to approve logged hours and for team leads to acknowledge the validity of the time spent on their projectsmembers on the project - directly in Financial Manager. Project time approval doesn’t impact time tracking or billing in other apps, such as Timesheets.
This allows project owners and team leaders to ensure that only time spent on the project is counted.
For more information about approving hours in Cost TrackerFinancial Manager, see Understanding the Project Time Approval Workflow.
Project Time Approval is enabled in two different proceduresTo approve project hours in Financial Manager:
Enable Project Time Approval in Tempo Settings for the organization.
Enable it for individual Cost Tracker Financial Manager projects.
Before You Begin
To modify Tempo Settings, you must have Tempo administrator permissions
To modify Cost Tracker Financial Manager project settings, you must be a Cost Tracker Financial Manager user with Project owner permissions for the project.
Enable Project Time Approval for the Organization in Tempo Settings
You must first enable Project Time Approval for all Financial Manager projects. After it’s enabled, the option is visible and available to all projects.
Navigate to Settings
.Under the Tempo Projects section, click select Project Time ApprovalFeatures.
Toggle Enable Project Time Approval.
Cost Tracker Financial Manager project owners can now view and enable Project Time Approval for their projects.
Enable Project Time Approval for Projects
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If the option Project Time Approval option is not visible in your project’s configuration, it must be enabled in Tempo Settings first for your organization.
In Financial Manager, select the project for which you want to approve project hours in.
Click on the Configuration tab.
In the General section, scroll down to the Project Time Approval If you don’t see Project Time Approval in your configuration options, enable it for the organization first.
Toggle Project Time Approval.
A confirmation message notifies you that the feature is now activatedenabled.
The Approvals tab in the top right is added to your Tempo project. Click the tab to access the project time approval workflow.
Disable Project Time Approval for Projects
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If Project Time Approval is disabled on the organization level, the option is not available to Cost Tracker Financial Manager projects, and the Approvals tab is hidden.
A Project Owner can disable Project Time Approval for your individual Cost Tracker Financial Manager projects in your project configuration, or a Tempo administrator can disable the option for the entire organization.