Bulk approve billed hours

After your team bills their hours, use Bulk Approve 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.

You can't undo bulk approval. 

  1. Open Account Settings.
    1. In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings.
    2. In standalone Resource Management, select Settings > Account Settings.
  2. On the Account Settings page, scroll to Approval Workflow and select Bulk Approve. and then 
  3. Select Save and Continue. 
  4. On the Bulk Approve and Lock page, select the items you want to approve: time entries, expenses, or both. 
  5. Select the date when you want to lock and bulk approve all hours or expenses. 
  6. Double-check your entries. When you’re sure you have the settings right, select Bulk Approve. This locks all entries, so your team can't make any more changes.