Communicating with the right person is seamless with embedded Microsoft Teams chat buttons. A user can initiate a Teams chat, with the right person, from buttons in the form they are already working in. One of the forms is shown below.

When Project accountant prepares an Invoice proposal for projects and submits to the Billing approver for approval, In such scenarios to expedite the approval process project accountant can chat with the billing approver to look into the submitted invoice proposal and revert back for changes so that the project accountant can proceed with posting of the invoice.

The Teams chat functionality is available on the following forms:

Forms Details
  • Timesheet entry
  • My project activities
  • Manage pending time
Resource can chat with the Project manager.
The Project manager is assigned on the project as Project manager for the selected record.
  • Personal time off
  • Personal time off requests
  • My resource PTO requests
Resource can chat with the Time approver.
The Time approver is assigned to the Resource on the Worker record.
  • Timesheet line level approval
Project manager can chat with the timesheet Resource.
  • All missing timesheets
  • My employee missing timesheets
  • My project missing timesheets
The Project manager, Project accountant, or Time approver can chat with the Resource or Time approver.
The Time approver is assigned to the Resource on the Worker record.
  • Project invoice proposal
Project accountants can chat with the Billing approver.
The Billing approver is assigned on the Project contract as Billing approver for the selected Invoice proposal.


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