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Approve time and expenses (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

After consultants enter their time and expenses for a project, you need to approve them so they are properly billed or costed to projects.

  1. Go to Project Service > Approvals.

  2. Click the item to approve.

  3. In the Time Entries, Expense Entries, and Absence/Vacation tabs, review each item and make changes as necessary.

  4. To approve an item, select it and click Approve. You can select and approve multiple items at once.

  5. To reject an item, select it and click Reject. You can select and reject multiple items at once.

  6. To view charts of time and expenses by project, click Dashboard.

See Also

Project Manager Guide