Add approvers to a profile

Approvers appear in the left sidebar on people pages to show who approves a person's time and expenses.

Who can use this?

Plans:

  • Resource Management

Permissions:

Resourcing Administrators

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

An approver can approve time for specific people. By default, only Resourcing Admins can approve time, but you can add particular people as approvers or have Project Owners approve time and expenses on projects they own.

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

Add an approver to a person's profile

  1. Go to the profile you want to work with, then select Edit Profile.
  2. Scroll down to Approval Workflow, 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 many people and approvers, you can export the data, update it, and then import it back into Resource Management. See Import or update multiple people at once for details.

Allow Project Owners to approve time and expenses on their projects

Project Owners can approve time and expenses for their projects. 

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