Can only one person (team or account leader) approve a timesheet or can there be two people (account leader AND team leader) who approve a timesheet? For us, we would like to have the team (functional or department) leader approve the timesheet as well as the account/project leader.
There are two different workflows that you can use. Seems like you want to use both account approval and timesheet approval. The team lead approves the user timesheet, making sure that hours are correct. Then the account lead reviews hours on his accounts.
So you should enable both timesheet approval and account approval in the Tempo admin configuration.
Hope this helps,
Hi Viðar, the only problem is that we are importing the accounts via service from Salesforce and the Account Leads cannot be changed to Project Leads.
Is there any setting that allows me to change the account approval right from account lead to the user role "project lead" or any other? I cannot find it.
Hi Viðar, we have tested it and made sure that the Project Lead is also listed as a team lead. We actually have 5 different teams set up in the Team Manager. Team Leaders are also listed as Team Members as Project Leads are also Project Developers in our setup.
When a team lead is now looking at the account time sheet the Approve button is not active (locked symbol).
I am sorry for the late reply and for the problem you are facing. I am afraid that that you are experiencing some edge case that we need to have a closer look at. I am going to ask support to follow up on this with you so we can straight this out.
Please verify that the period is closed for team members
See the info box on this page:
Hope this helps
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