Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Resourcing Administrators are responsible for enabling approvals.

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

Add approvers to a profile

When you activate approvals, Approver appears in the left sidebar on people pages and shows who approves a person's time and/or expenses.

PLANS

  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

Resourcing Administrators are responsible for enabling approvals.

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

Use the Approver property to define who can approve time for specific people. By default, only Resourcing Admins can approve time, but you can add specific people as approvers or have Project Owners approve time and/or expenses on projects they own.

You can use Approver to filter people's profile pages, portfolio, schedules, and reports.

Add an approver to a person's profile

  1. Go to the profile that you want to work with, and then select Edit Profile.
  2. Scroll down to Approval Workflow, and then select Approver(s) from the dropdown. 
  3. At the bottom of the page, select Save.

Add multiple approvers to multiple people 

If you're working with a lot of people and approvers, it may be faster to export the data, update it, and then import it back into Resource Management. 

  1. Go to Settings > Account Settings > People. 
  2. Select Add/Update People.
  3. Select Export People List.
  4. Open the downloaded CSV file in a spreadsheet tool. Locate the approvers column. 
  5. In the approvers column, add the User ID numerical value (found in the first column) for a particular person's approver(s).

    For example:
    Brooklyn approves time for Kelly. Brooklyn's User ID (701923) appears in the ID column in the downloaded spreadsheet.
    In the approvers column in Kelly's row, add Brooklyn's ID (701923). You can include the name of the approver (for example "701923 Brooklyn") for reference.
    For multiple approvers, separate additional approver User IDs with a semicolon. 
  6. Save the CSV.
  7. On the add/update people page, select Choose File, select the CSV, and then select Upload. 
  8. Verify your changes in Resource Management.


CSV document example for adding multiple approvers to multiple people

Allow Project Owners to approve time and expenses on their projects

Project Owners can approve time and expenses for their projects if an administrator enables this ability for your account. Some key things to keep in mind are:

  • Project Owners will see the time and expense sheets only for people assigned to projects they own.
  • Project Owners will see the time and expenses only for their projects. If a person is working on multiple projects simultaneously, the Project Owner will not see time and expenses for other people's projects.
  • Adding project-based approvers doesn't affect existing approvers. 

 

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