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  5. How Can I Configure Timesheet Approval?
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  3. Timesheets
  4. How Can I Configure Timesheet Approval?

How Can I Configure Timesheet Approval?

Avaza allows you to configure timesheet approval at the project member level, making it extremely configurable based on your needs. Admin users and Timesheet Approvers can both approve timesheets for 1 or more users in your account.

To start with, you might want to have one or more users with “Timesheet Approver” role. You can set this up via Contacts > Clicking on a team member or external contact > Assigning Timesheet Approver Role (free role). Admins can already approve timesheets and do not need this extra role.

Figure: Assign Timesheet Approver Role by going to Contacts > Team Members / External Contacts

You can configure timesheet approval when you create a Project by clicking the “require timesheet approval by default” checkbox. This will default the timesheet approval required setting for each project member added to this project.

Configure Timesheet ApprovalFigure: Enable Timesheet Approvals by Default at Project Level

To configure timesheet approval after you have already created a project, navigate to Project Settings. Check off the “require timesheet approval by default” box here, but please note that this will only apply to members added to this project going forward.

Configure Timesheet ApprovalFigure: Click Require Timesheet Approval by Default to Adjust Settings for all New Project Members

In order to update the setting for existing members, scroll down to the Project Members panel and click one of the existing members. This will open the Person Details dialogue. Check the “Timesheet approval required?” and click Save.

Figure: For Existing Members, Click on Each Project Member and Adjust Settings

For users who should be able to approve timesheets for this project, check the “Project timesheet approver?” option. Please ensure they have the account-level role assigned to them.

For more details on timesheet approvals, check out our blog post. You can also contact our support team via chat or by emailing them at support@avaza.com.

Updated on January 21, 2023

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