Privilege Needed: Project Manager User
To enable Project Manager approval for a project, set the Project Approval in the Expense section value to Yes when setting up a project. Any expenses submitted while this value is Yes will require approval by the project manager for that project, (or by an alternate approver) before that expense can be set to Completed. If expense is already submitted for the project before the Project Approval value is set to Yes, that expense will not require approval by the project manager.
Displayed below is an example of all the projects that Frances B. Craig is the Project Manager for and has declared as requiring her approval. Pressing the Approve Expense section under the Project Manger Menu, displays these project names. Once the stack of expenses icon is pressed, this displays all the people that are applying expense against that project (shown in the second image).
Below is an example of a Project Manager that has two expenses that have been submitted for Approval. The project manager can see (1) The owner of the expense, (2) The Voucher #, (3) The Type of Expense, and (4) The Project Expenses.
The manager can now do 1 of 3 things. The manager can approve the
expense without even looking at it by pressing the (
) icon or disapprove it without looking at it by pressing the (
) icon. In most cases, the manager
will want to view the expense by pressing the (
) icon. When the project manager views the
expense,
he/she will not see the entire expense, but rather, just expense for that project he/she is
the project manager for.
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Copyright @1998 Computer Strategies, Inc., All Rights Reserved.
Last revised: March 27, 2000.