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Assign and activate a delegate timesheet approval manager

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Whether you are a resource manager or project manager, you can assign a delegate user to process your timesheets when you are not able to process them yourself. After selecting a delegate for your resources or projects, you can activate and disable the delegate's approval rights at any time.

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Note: If you have approval rights as both a Project Manager and Resource Manager, be sure to select the appropriate option in the Approving As field before selecting, removing, activating, or disabling delegates.

Select a delegate timesheet approval manager

  1. Launch Timesheet Approval.
  2. If necessary, in the Approving As field, select the role for which you want to assign a delegate (Project Manager or Resource Manager).

  3. Click Assign Delegate.
  1. If you are a resource manager, in the Assign Resource Manager Delegate dialog, click the Browse button to select a delegate. Select a delegate from the list of users, then click OK.

The list of available users includes all users, regardless of resource security settings. You can assign any user as your delegate; however, the activities that display in the Activity Table are dependent on the delegate's OBS access to projects, which is controlled in the Project Management module.

If you are a project manager, the Assign Project Manager Delegate dialog displays a list of all projects for which you are responsible for processing timesheets. You can assign the same delegate to each project, or you can select a different delegate per project.

For each project to which you want to assign a delegate timesheet approval manager, click the Browse button. The list of users you can assign as a delegate is derived from the users who have OBS access to the project. Select a delegate from the list, then click OK. When you are finished assigning delegates, click OK.

Note: The maximum number of projects displayed in the Assign Project Manager Delegate dialog is controlled by the Global Preference setting Maximum number of rows displayed in trees and pick lists.
  1. If desired, activate the delegate's approval rights.

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Remove a delegate timesheet approval manager

If you want to remove a user as a delegate, in Timesheet Approval click Assign Delegate. Highlight the user's name and press Delete.

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Activate or disable a delegate's approval rights

You can activate or disable a user's approval rights at any time. For example, you could activate the delegate's rights the day before you go on vacation, then disable the delegate's rights the day you come back to work.

To activate a delegate's approval rights:
  1. Launch Timesheet Approval.

  2. Click Assign Delegate.
  3. For resource managers, mark the checkbox next to the resource delegate's name, then click OK.

For project managers, mark the checkbox next to each delegate whose approval rights you want to activate, or mark the top-level checkbox to activate all of your assigned delegates. Click Apply, then click OK.

Note: When you activate a delegate's approval rights, you continue to have approval rights as a resource manager or project manager. If you want your delegate(s) to always have approval rights, simply mark the activation checkbox when you assign the user as a delegate.

To disable a delegate's approval rights, clear the checkbox next to the delegate's name or, for project managers, clear the top-level checkbox to clear all delegate checkboxes.

When you activate or disable a delegate's approval rights, the delegate receives an e-mail notification.

 

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