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learn how to approve cost from Projector Web |
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Projector Fundamentals: Time and Cost Management webinar (go to 32:40) is a great resource to learn about Cost Approval Workflows and Permissions in Projector. |
Permissions and Settings
Cost approval is generally a three part process. The three parts are:
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Approving time is as simple as clicking the Approve button.
Approve to Pay and Invoice
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You'll need both of those permissions to use the Approve to Pay and Invoice button.
If you wish to approve to pay and approve to invoice separately, then use the Set to button on the override section of the control bar instead.
If an expense report has a Cash Advance value, the resource will be reimbursed the Net of their advance and the disbursed expenses.
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As part of the approval process you can optionally check how the approval will affect your budgets. Just click the Check Budgets button.
The following budget types are checked and may throw alerts.
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