- 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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