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Security and approvals

  • Article

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing

Microsoft Dynamics 365 Project Operations uses two security roles to allow for the approval of time, expense, and material entries:

  • Project Approver
  • Project Approver Admin

Project Approver

You must have the Project Approver security role to approve project time, expense, and material entries. You must also have access to the relevant related entities, such as Project. That access can be assigned by someone who has the Project Manager role. Additionally, you must be a team member of the project and marked as an approver.

To approve non-project entries, you must be the manager of the submitter.

Project Approver Admin

Note

The Approval sets feature must be enabled before you can use the Project Approver Admin functionality.

The Project Approver Admin security role allows users to bypass policies and allows for the approval of entries across all projects. Assignment of this role will bypass the validation logic that requires team membership and being marked as an approver. You must have access to the relevant related tables, such as Project, via security roles assigned to you.

The SYSTEM user context bypasses validations in the same way as the Project Approver Admin security role.