This article is for Financial Manager for Cloud.
Enable Project Time Approval
- Jaramy Conners
- Su-Lyn Rosenberry
Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page.
Project time approvers can verify and approve project time - the hours worked by team members on the project - directly in Financial Manager or through Timesheet’s My Work section. Project time approval doesn’t impact time tracking or billing in other apps, such as Timesheets.
This allows project time approvers and team leaders to ensure that only time spent on their project is counted.
For more information about approving hours in Financial Manager, see Understanding the Project Time Approval Workflow.
To approve project hours in Financial Manager:
Enable Project Time Approval in Tempo Settings for the organization.
Enable it for individual Financial Manager projects.
Project Time Approvers
By default, a project owner is a project time approver. Any additional team members added to your project must have the Viewer permission or higher to approve time.
When a team member submits their project time for approval, the default approver is selected automatically, but the team member can submit their project time to any approver for the project.
Before You Begin
To modify Tempo Settings, you must have Tempo administrator permissions
To modify Financial Manager project settings, you must be a Financial Manager user with Project owner permissions for the project.
A Tempo Administrator can enable project time approval by default.
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, select Project Features.
Toggle Enable Project Time Approval.
Financial Manager project owners can now view and enable Project Time Approval for their projects.
Enable Project Time Approval for Projects
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.
Click on the Configuration tab.
In the General section, scroll down to the Project Time Approval
Toggle Project Time Approval.
A confirmation message notifies you that the feature is enabled.
TempoLab Optionally, select additional project time approvers. You can also choose a different Default Approver by hovering over the approver name.
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
When you disable Project Time Approval for a project or organization, approval data is no longer visible.
If Project Time Approval is disabled on the organization level, the option is not available to Financial Manager projects, and the Approvals tab is hidden.
A Project Owner can disable Project Time Approval for your individual Financial Manager projects in your project configuration, or a Tempo administrator can disable the option for the entire organization.