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Dynamics 365 Project Operations

When a user submits a time entry for approval in Dynamics 365 Project Operations, an “approval” record is created.
There is no real workflow like in Dynamics 365 for Finance, so approvals are left sitting until actioned.
Approvals can be filtered on the list page to help project approvers know which time entry approvals to approve.
Line-manager approvals involve assigning managers to users in the "Advanced settings"–>”Security”–>”Users” form.
A new saved view on the "Approvals" form can help filter approvals based on the current user being set as the manager of the bookable resource.
Project-based approval involves setting project managers as project approvers on the project team tab in Dynamics 365 Project Operations.
A saved view on the "Approvals" form can be created to filter approvals based on project approvers on the project team.
The article provides detailed steps and filters for both line-manager and project-based approvals in Dynamics 365 Project Operations.

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