Designate Time Approvals

Overview

Kantata expedites the time approval process by allowing the following people to approve time:

• Account Administrators
• Managers
• Project Administrators
• Designated Time Approvers

When designating a time approver, you should assign a member who has a comprehensive understanding of the work that is being tracked. For example:

• If a user tracks time across multiple projects, their Manager may have a better understanding of the work they are doing.
• If a user is tracking time against a single project, then the Team Lead may be the best person to approve time. This is because the Team Lead is generally also the Project Manager and these individuals commonly understand the project requirements.

When time is submitted, each designated approver can select the Your Approvals box in Time Approvals to view all time that they are responsible for reviewing.

If you don't designate a time approver, Project Administrators, Account Administrators, and managers who can approve time will still receive a notification and can take action when time is submitted.

This article will discuss the two different methods of designating time approvers:

• Manager approves time—Automatically adds an account member’s Manager to a project once their direct report clicks Submit for Approval on a timesheet.
• Project participant approves time—Allows you to designate specific members to approve time for a project. Having more than one person responsible for time approvals guarantees that your workflow won’t grind to a halt if a designated approver is unavailable.

Backup approvers can also be designated to approve time during a specified date range, which can be useful if the original approver is out of the office. They also are added to a project if a timesheet is submitted during the period they are designated as a backup approver.

How to Designate Time Approval to a Manager

1. Hover over Settings in the left navigation and select Members.
2. On the Account Members page, select the member you’d like to assign a Manager to.
3. In the Account Member side panel, select the Organizations tab.
   

4. Select an option from the Manager drop-down menu. Your selection automatically saves.
   

   Note: To be a manager, you must have Report Viewer (or higher) Account Permissions.
5. Select the Manager approves time checkbox. Your selection automatically saves.
   

How to Designate Time Approval to Project Participants

1. Hover over Projects in the left navigation and select a project.
2. In the project workspace, click the Actions (“   ”) icon located to the right of the project name and select Settings.
   

3. On the Project Settings page, scroll down to the Approvals section.

   Note: If you don't see the Approvals section, scroll to the Financials section and make sure that the Time entries must be approved before invoicing setting is activated.

4. Select the Time Approvers from the drop-down menu.
   

   Note: Project Administrators can approve time by default. To be added as a time approver, you must have View Financials or Edit Financials Project Permissions.