The Approval Workflow needs to be activated first before it can be used.
There are a couple of items to check to make sure it is running correctly.
- The Extension Must be Installed
- Approval Must be Enabled
- Approval on Existing Projects
The Approval Workflow Extension must be Installed.
The Approval Workflow Extension is a Hub Planner extension which adds significant features to the Hub Planner Timesheets. To try out the extension or install it do the following.
- Navigate to Settings
- Choose Manage Extensions from the Sidebar
- Find the Manage Workflow Extension and then Try it or Add It.
Approval Must be Enabled
You need to make sure that Approval is enabled on Projects. To do this:
- Navigate to Settings
- Choose Timesheets from the Sidebar
- Make sure the “Enable Approval Process” is checked to “enable”
- Press Save
Approval on Existing Projects
If you enabled the Approval process after time entry has already been submitted, you can activate Approval on existing projects by
- Navigate to Settings
- Choose Timesheets from the Sidebar
- Check the box which says “Activate Approval on All Existing Projects”
- Press Save
This will now activate the approval process on all existing and new projects. This can be turned off on a project level.
Activating / Deactivating Approval on Single Project
You have the option to activate or deactivate time approval on a specific project. To do this
- Edit the Project
- Choose Timesheets from the left menu
- Check or Uncheck the box for “Time Approval Required.”
