Unlock submitted hours or expenses

Use the Approvals tab in your My Work page to unlock an approved time report to edit it.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators

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

Make sure you’ve enabled approvals for time entries. If you don’t enable time-entry approvals, you won’t see the Approvals tab.

Unlock submitted time or expenses

Resourcing Administrators can unlock time or expense reports. Approvers can as well if the Resourcing Admin allows it.

  1. Open your My Work page.
  2. Go to Approvals > Approver View. 
  3. In the left panel, select the value under Approval Status, and then select Approved. 

  4. You can adjust the time frame.

  5. Select People Tags, and then select All, None, or specific people. After selecting a person, you can see their time in the Approver view.
  6. Go to the time report you want to unlock and select the Unlock button.

Now, the entry you unlocked is tagged as Pending Approval. Once you’re done editing the entry, the Resubmit for approval button appears.

Approver View

Allow an approver to unlock submitted time and expenses

If you’re a Resourcing Admininstrator and you want to allow an approver to unlock time and expense reports, follow these steps:

  1. Open Account Settings.
    • In Resource Management in Smartsheet, select the kebab menu in the top-right corner, then select Settings. From the list on the left, select Account Settings.
    • In standalone Resource Management, select Settings > Account Settings.
  2. Scroll down to the Approval Workflow section and select Allow approver to unlock time and expenses.