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Timesheet Auto Approval action for Resource Manager

  • May 19, 2026
  • 3 replies
  • 28 views

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Timesheet Auto Approval action for Resource Manager how can we set this up in Planview Portfolio based on the Managing group as we have multiple Managing Group.

Best answer by mserafinowski

Hi ​@PiyushS well, this is currently only possible for the resource type, I’m afraid...

You would need to enable automatic approval for everyone with exceptions defined for the resources where automatic approval should kick in.

Configuring Timesheet Approval - Planview Customer Success Center

Best, 
Michal 

3 replies

mserafinowski
Gold Product Expert
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  • Gold Product Expert
  • May 22, 2026

Hi ​@PiyushS, not sure if that’s possible in Portfolios. You can set up automatic approval for everyone and add exceptions for manual approval but this is based on resource type, not user role. Are you currently using auto approval for everyone or is manual action required?

Best,
Michal


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  • Author
  • Silver Innovator
  • May 25, 2026

Hi ​@mserafinowski 

Thanks a lot for your response.

How we are currently doing is that we have set reminder email to all Resource Manager to approve submitted timesheet on every Monday, i.e user should be submitting their timesheet by EOD Friday.

 

Now that there is some changes in the organization what we are planning to reduce RM’s work on Monday regardless of the submitted hours, leadership has asked to find out the way to auto approve the timesheets on behalf of RM’s i.e on every Monday timesheet has to be approved. Also that to based on the Managing group let say we are from Global IT so we need this facility only for our Global IT managing group.  


mserafinowski
Gold Product Expert
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  • Gold Product Expert
  • Answer
  • May 26, 2026

Hi ​@PiyushS well, this is currently only possible for the resource type, I’m afraid...

You would need to enable automatic approval for everyone with exceptions defined for the resources where automatic approval should kick in.

Configuring Timesheet Approval - Planview Customer Success Center

Best, 
Michal