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Question

What is the best practice for approvals so I only have to approve once?

Solution

If you are using project approval and manager approvals, the recommended practice for managers who are also PMs is to process the manager queue first in order to reduce duplicate approvals.


If the approver (Manager or Project approver) approves the Manager queue first, then anything in the Project queue will be automatically approved.

If the user approves the project queue first, they would need to then additionally process the manager approvals. This is because the manager approval queue may have timesheets with other projects, like PTO or billable projects that do not require project approval. For this reason, if a Manager is also a Project Approver, they should approve items in the Manager queue first. 

Additional Information

Help Docs - People Approvals

KC - How do Approvals and Partial approvals work?

KC - FAQ - How do I configure my Unanet to require Project Approvers to approve time/expense prior to HR Managers/supervisors?