All,
I'd like to allow clients to approve timesheets for projects that are not firm fixed price projects. Is there a way to allow this other than setting up a bogus structure that makes the client the project manager or manager of the resource?
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Bryan,
While I do not have your requirement, could you not set up the client as an external collaborator, which means you can restrict exactly what the external user has access to, but is able to fully integrate into the areas you give permissions for.
You can find more about the external collaborator here https://success.clarizen.com/hc/en-us/articles/217195587-External-Collaborator-Solution
Regards,
Phil
Phil,
Thanks for the suggestion but I was told yesterday that I could not purchase External Collaborator.
There are some prereqs for external collaborator (for others out there that are interested, please work with your Account Executive for all the details and restrictions).
It is possible to create a custom approval process with configurations, but it would require significant PS work.