Precursive 2.0
My Precursive
My Precursive Configuration

Approvals Configuration

Precursive Approvals are based on Salesforce Approval Processes and can be customized to your business needs.

  • Dec 17, 2024
  • Knowledge

Title
Approvals Configuration
URL Name
Approvals-Configuration
Body
Precursive Approvals are based on native Salesforce Approvals and can be customized accordingly to your business needs. Precursive provides approval support for the following:
  1. Timesheets and Timesheet Lines
  2. Expenses 
  3. Holiday Requests 

Timesheet and Timesheet Line Approval

Timesheet and Timesheet Line approvals allow each part of the Timesheet to be approved by the appropriate individual. Typically the Timesheet, representing the all of the time submitted in the period is approved by the Supervisor and the Timesheet Line representing the time submitted to a specific Phase is approved by the Phase Owner.

1. Timesheet Approval:

  • Auto-approval: Timesheet will be set to Approved automatically (at this point all Line Items will also be Approved).
  • Supervisor: Submitted into the Timesheet Approval Process that matches entry criteria.
  • Custom: Status will be set to 'Submitted'. Custom Approval Process to be defined.

2. Timesheet Line Approval: 

  • Auto-approval: Timesheet Line Items will be set to Approved automatically
  • Phase Owner: Submitted into the Timesheet Line Approval Process that matches entry criteria.
  • Custom: Status will be set to 'Submitted'. Custom Approval Process to be defined.

Expenses Approval

Expenses approvals support the following approval paths:

  • Auto-approval: Expense will be set to Approved automatically
  • Standard: Submitted into the Expense Approval Process that matches entry criteria.
  • Custom: Status will be set to 'Submitted'. Custom Approval Process to be defined.

Holiday Request Approval

Holiday Request approvals support the following approval paths:

  • Auto-approval: Holiday Request will be set to Approved automatically
  • Supervisor: Submitted into the Holiday Request Approval Process that matches entry criteria.
  • Custom: Status will be set to 'Submitted'. Custom Approval Process to be defined.

Approvals Configuration

Approvals can be configured from Precursive HQ and Salesforce Setup.

Install Approval Processes

Finding Approval Setting in Precursive HQ:

  • From Precursive 2.0 Approvals are found in Precursive HQ and then Timesheet Settings, Expense Settings and Holiday Request Settings.
  • For prior versions Approval configuration from HQ is found in Precursive HQ tab > "Precursive Configuration" section > "Precursive Settings" > select "Approval Settings".

There are three types of Approval Process that can be installed:

  • Install Timesheet Approval: to install standard Approval Process, Workflow Items and Emails for Timesheet and Timesheet Line Approval Process. 
  • Install Holiday Request Approval: to install standard Approval Process, Workflow Items and Email Templates for Holiday Request Approval Process.
  • Install Expense Approval: Install standard Approval Process, Workflow Items and Email Templates for Expense Approval Process

Configure Approval Processes

Once the Approval Processes are installed the Approval Processes may be configured further from Setup > Approval Processes.  

Related Resources

 
 
Was this article helpful?
Upload Files