Bulk approve billed hours

After your team bills their hours, use Bulk Approve in account settings to lock all time entries up to and including a particular date.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

  1. Open Account Settings.
    1. If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings > Account Settings.
  2. Scroll down to Approval Workflow and then select Bulk Approve. 
  3. Select Save and Continue. 
  4. Select the items you want to approve: hours, expenses, or both. 
  5. Select the date at which you want to lock and bulk approve all hours or expenses. 
  6. Double-check your entries; you can not undo bulk approve. When you’re sure you have the settings right, select Bulk Approve. This locks all entries; your team will not be able to make any more changes.

Bulk approval can not be undone.