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Dynamics 365 Project Operations: Approving time entries using the Project Approver Admin role

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Dynamics 365 Project Operations

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Jan 26, 2023

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  • The September 2022 release of Project Operations introduced a new security role called Project Approver Admin, which allows users to approve time, expense, and materials for projects even if they are not a Project Approver on a project team.
  • The Project Approver Admin role requires approval sets to be turned on and access to tables via a security role.
  • The Project Approver Admin role does not give access to any tables, unlike the Project Approver role.
  • When testing the Project Approver Admin role, a user was unable to submit time entries for absence and vacation without a manager set.
  • After assigning a manager and submitting the time entries, the user with the Project Approver Admin role was unable to see any entries under project approvals.
  • By editing the default view "Time Entries for Approval" and removing an error in the filter, the user was able to see and approve time entries of type absence, vacation, and work.
  • The Project Approver Admin role allows for the approval of all types of time entries, even if the approver is not the manager of the bookable resource.
  • The article encourages readers to test and provide feedback on approving expenses and materials as a Project Approver Admin.

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