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You have set up a Flow to automatically assign a resource's manager to the approver field on Timecards. Users have reported that submitted Timecards are going to the Project Manager for approval and not the resource's manager. Of the following, which could be a reason for this?
Correct Answer: C
Step-by-Step Comprehensive Detailed Explanation * Understanding the Timecard Approval Process in PSA * By default, the timecard approval process in Certinia PSA (formerly FinancialForce PSA) follows a specific hierarchy. * If the project is abillable projectand theProject Manager field is filled, theProject Manager is automatically assigned as the approverfor timecards. * If the Project Manager field is blank or the project isnon-billable, PSA uses theresource's manageras the approver (based on the Manager field in the Salesforce User record). * How Flows Work in Assigning Approvers * If you have created a Flow to automatically assign the resource's manager as the timecard approver, it means you are trying to override the default approval process. * However, if theAssign Project Manager To Timecard Approverconfiguration option is enabled,PSA will still prioritize the Project Manager over the resource's manager, regardless of your Flow settings. * This would explain why submitted timecards are still being assigned to theProject Manager instead of theresource's manager. * Why the Other Options Are Incorrect * A. PSA requires that only Project Managers can approve Timecards * This is incorrect because PSA allows timecards to be approved byeither the Project Manager or the Resource's Manager, depending on the project settings. * B. The process builder to assign the resource's manager is not active * While this could be a factor, themain reasonis the configuration setting that forces the Project Manager to be the default approver. * Even if the Flow was working correctly, theAssign Project Manager To Timecard Approversetting would still take precedence. * How to Fix the Issue * Navigate toPSA Configuration Settingsand check theAssign Project Manager To Timecard Approversetting. * If it is set toTrue, change it toFalseto allow the Flow to correctly assign the resource's manager as the approver. * Test by submitting a new timecard and verifying the assigned approver. References and Verified Certinia PSA Documentation * PSA System Administration Guide: Timecard Approval Process. * FinancialForce PSA Approval Workflow: Default Approver Rules.
