Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Assign Another Person to Perform Approvals in Your Absence

You can temporarily assign another person, called a delegate, to perform approvals in your absence. The delegate can approve various types of records in Vantagepoint on your behalf, but only if their role security allows access to menu items from which to approve records as well as access to specific records, such as projects and employees.

The types of records that a delegate can approve are: Billing invoices, Accounts Payable invoices, Purchasing records (purchase requisitions, purchase orders, and request for price quotes), Inventory item requests, and employee absence requests.

The delegate receives approval alerts and can approve and reject records for you. You (the delegator) continue to receive alerts (along with the delegate) so that you are aware of any approvals processed in your absence. At a future time, you can reverse this and resume the task of performing the approvals yourself.

To assign another person to perform approvals in your absence:

  1. On the toolbar, click and click My Preferences.
  2. On the General tab, select the Delegate Approvals to check box.
  3. In the field to the right of the check box, select the employee who will perform approvals in your absence.
  4. Click Save.
  5. When you want to resume performing approvals, clear the Delegate Approvals to check box on the My Preferences dialog box.
    The delegate stops receiving approval alerts and no longer receives approval assignments on your behalf.
Alternative procedure for Billing invoice approvals: An alternative to using the delegate system for Billing invoice approvals is to create a different invoice approval process in Settings > Billing > Invoice Approval Process, in the desktop application, to use for projects when employees are unable to perform their invoice approval tasks. You can change the invoice approval process in Billing Terms for a project at any time. You can use the Search and Replace utility to update the invoice approval process for a group of projects.