Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • The project's acting PM team - this is a good choice so that both the client and your project managers can approve time
  • Engagement Manager - does not work well with client-based time approval since you should have a 'real' EM
  • Project Manager - does not work well with client-based time approval since you should have a 'real' PM
  • Project Manager for team, Engagement Manager for PM does not work well with client-based time approval since you should have a 'real' EM/PM
  • Resource/Disbursing Cost Center-Based Approvers - this is an okay choice if you can easily limit expenses by cost center. But be careful here or your clients could end up seeing and approving expenses for projects outside their purview
  • Find Approver - good choice if a single client user does the approvals

If you are worried about a client user logging into Management Portal and mucking around - don't be. Client users can't log into Management Portal. They are limited to Projector Web. 

Image Removed

 


Image Added


Save a Search

To help your clients, save a public search that makes finding cards to approve easy. In my search below, I look for all cards awaiting approval for the current month.


 Image Added

Educate Your Clients

...

Client Expense Approval Tutorial