Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved
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You can set this up in Planview Portfolios by leveraging email notification settings.
You can use the following resources to guide your setup:
- Link 1: Setting Up Notification and Email Notifications
- Link 2: Configuring Timesheet Email Notification Settings
These will walk you through enabling notifications and ensuring they’re sent to the correct approvers based on reporting relationships.
Some additional information:
- You can set up the system to send emails to users when resources they manage (they have R/W and Approve Time permissions directly to the resource or one level above the resource) submit a timesheet. This is described in the above.
- In addition, a user can configure some personal notification settings using the “Timesheets for Resources Need Approval” settings available on Personal Preferences > Notifications > Needs Approval > Timesheets for Resources need Approval
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