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Using Project Manager for the Step Type for Approval Routes. - Connect IT Community | Kaseya
<main> <article class="userContent"> <p><strong>Question: </strong>What is the best way to use the "Project Manager" step type under <a href="/home/leaving?allowTrusted=1&target=http%3A%2F%2Fhelp.kaseya.com%2Fwebhelp%2FEN%2FBMS%2F%2332589.htm" rel="noopener nofollow">Admin > Business Process > Approval Routes</a> and what to expect?</p> <p><img src="https://us.v-cdn.net/6032361/uploads/migrated/E3YZN09RPMEK/screenshot.png" alt="Screenshot.png" class="embedImage-img importedEmbed-img"></img></p> <p><strong>Answer: </strong>Below is a summary of some scenarios and what the outcome would be when using the "Project Manager" step type for your "Approval Routes":</p> <ol><li>Employee X is working on 2 Projects as the same time: <ul><li>Project A is managed by Manager A</li> <li>Project B is managed by Manager B</li> <li>The system will split the timesheet into 2 timesheets (<em>behind the scene</em>): <ul><li>Sub-timesheet A will go to Manager A</li> <li>Sub-timesheet B will go to Manager B</li> </ul></li> <li>If Manager A approves in the first day, the employee's timesheet will show as "Submitted"</li> <li>The next day Manager B can Approve or Reject.</li> <li>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.</li> </ul></li> <li>Employee X is working on Projects as the same time:<br><ul><li>Project A is managed by Manager A</li> <li>Project B is managed by Manager B</li> <li>Employee is logging time against Tickets</li> <li>Project A has Approval Route 1</li> <li>Tickets under Company Setting has Approval Route</li> <li>The system will split the timesheet into 2 timesheets: <ul><li>Sub-timesheet (Time entries for Project A)</li> <li>Sub-timesheet (Time entries for Project <img class="emoji" src="https://kaseya.vanillacommunities.com/resources/emoji/sunglasses.png" title="B)" alt="B)" height="20" loading="lazy"></img></li> <li>Sub-timesheet A will go to Manager A</li> <li>Sub-timesheet B will go to Manager B</li> </ul></li> <li>If Manager A approves in the first day, the employee's timesheet will show as "Submitted"</li> <li>The next day Manager B can Approve or Reject.</li> </ul></li> <li>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. <ul><li>Employee works from 8am until 6pm</li> <li>Ticket's Last Activity time was 5pm</li> <li>If the Ticket is attached to an SLA (Business Hours)</li> <li>The workflow will not trigger on 8pm</li> <li>The workflow will run at 10am on the second day.</li> </ul></li> </ol><p><img src="https://us.v-cdn.net/6032361/uploads/migrated/QYMJ55EOMKO7/ss.png" alt="SS.png" class="embedImage-img importedEmbed-img"></img></p> <p><strong>Applies to: </strong>BMS Email Parser.</p> </article> </main>