Question: What is the best way to use the "Project Manager" step type under Admin > Business Process > Approval Routes and what to expect?
Answer: Below is a summary of some scenarios and what the outcome would be when using the "Project Manager" step type for your "Approval Routes":
- Employee X is working on 2 Projects as the same time:
- Project A is managed by Manager A
- Project B is managed by Manager B
- The system will split the timesheet into 2 timesheets (behind the scene):
- Sub-timesheet A will go to Manager A
- Sub-timesheet B will go to Manager B
- If Manager A approves in the first day, the employee's timesheet will show as "Submitted"
- The next day Manager B can Approve or Reject.
- Note that if Manager B rejects it, the employee will get an email stating that his timesheet was "Partially Rejected", so they will need to fix this and submit it again.
- Employee X is working on Projects as the same time:
- Project A is managed by Manager A
- Project B is managed by Manager B
- Employee is logging time against Tickets
- Project A has Approval Route 1
- Tickets under Company Setting has Approval Route
- The system will split the timesheet into 2 timesheets:
- Sub-timesheet (Time entries for Project A)
- Sub-timesheet (Time entries for Project B)
- Sub-timesheet A will go to Manager A
- Sub-timesheet B will go to Manager B
- If Manager A approves in the first day, the employee's timesheet will show as "Submitted"
- The next day Manager B can Approve or Reject.
- Recursive example - Approvals are forwarded from one supervisor to the next, ascending the levels of the organizational chart, for the number of levels you specify.
- Employee works from 8am until 6pm
- Ticket's Last Activity time was 5pm
- If the Ticket is attached to an SLA (Business Hours)
- The workflow will not trigger on 8pm
- The workflow will run at 10am on the second day.
Applies to: BMS Email Parser.