Trips

When you travel to a project meeting, you ask for approval first by creating a trip. Once the trip is approved, you can claim your travel costs back with an expense report.

Asking for a trip

1. In the menu, click Project Events › Trips, then New Trip.
2. Under Meeting, start typing the meeting's name and pick it. Loom fills in the project and the location.
3. Give the trip a Title and a Purpose, such as "Present the pilot results".
4. Check the Project and Beneficiary (the organisation paying for the trip).
5. Set your Latest Arrival Time and Earliest Departure Time. These are in the meeting city's local time.
6. Under Attendees, click Add travellers for everyone travelling. If someone's dates differ from the meeting, Loom asks for a short justification.
7. Click Save draft to finish later, or Submit for approval.

Submit for approval is greyed out

If you see No project sponsor for this beneficiary, nobody can approve trips for that project yet. Tell your project manager.

You can also start a trip from a meeting: open the meeting and click Create Trip.

Finding your trips

Project Events › Trips opens on Upcoming trips. To see past trips too, choose All trips from the view tabs above the list.

What happens next

The project's sponsor approves or rejects the trip. Loom sends an email to the person who created the trip at each decision.

Status	What it means	What you can do
Draft	Saved, not sent	Change it, submit it, or withdraw it from the ⋯ menu
Submitted	Waiting for approval	Nothing
Approved	You can travel	Create an expense report for it
Completed	The trip has ended	Nothing
Rejected or Cancelled	Not going ahead	Change it and Resubmit

On your phone

Tap Records, then Trips, to see your trips and their status. Creating or changing a trip is done in the browser.