Using Project Manager for the Step Type for Approval Routes.

Question: What is the best way to use the "Project Manager" step type under Admin > Business Process > Approval Routes and what to expect?

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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":

  1. 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.
  2. 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.
  3. 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.

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Applies to: BMS Email Parser.

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