As a timesheet approval manager, you can approve or reject timesheets for resources for which you are responsible.
Administrative settings in the Project Management module specify whether Resource Managers or Project Managers (or both) must review and approve timesheets.
- If you are a Resource Manager, you can review timesheets for resources to whom you have been assigned as timesheet approval manager.
- If you are a Project Manager, you can review timesheets for resources who are assigned to activities within projects for which you are responsible.
- If you are a timesheet approval delegate for a Resource Manager, you can review timesheets for resources to whom the Resource Manager has been assigned as timesheet approval manager.
- If you are a timesheet approval delegate for a Project Manager, you can review timesheets for resources who are assigned to activities within the project(s) for which you have been granted approval rights. A Project Manager can delegate approval rights to different users for each project.
Tip: Timesheet approval is not required if timesheet administrative settings in the Project Management module specify that timesheets are automatically approved. However, you can reject approved timesheets when automatic approval is turned on.
Timesheets can have a status of Submitted, Resubmitted, Not Submitted, Approved, PM Approved, RM Approved, or Rejected. You can perform the following actions, depending on the timesheet status:
Action | Timesheet Status |
Approve | Submitted, Resubmitted, PM Approved*, RM Approved* |
Reject | Submitted, Approved, PM Approved*, RM Approved*, Resubmitted |
E-mail Reminder | any |
* The PM Approved and RM Approved status types are only valid when two approval levels are required by administrative settings in the Project Management module. In this case, the PM Approved status appears in the Action Required filter for the resource manager when two approval levels are required, the PM has approved, and resource manager approval is pending; likewise, the RM Approved status appears in the Action Required filter for the project manager when two approval levels are required, the RM has approved, and project manager approval is pending.
To approve or reject a timesheet:
- Launch Timesheet Approval.
- Select the appropriate timesheet period at the top of the page.
By default, the timesheet period that contains the current date is selected.
- If desired, click
to filter timesheets by Action Required, Submitted, or Resubmitted status.
The Action Required status displays all timesheets that currently require your review. The Submitted status displays all Submitted and Resubmitted timesheets. The Resubmitted status displays all resubmitted timesheets, regardless of the selected timesheet period.
- Highlight the timesheet you want to approve or reject. To select multiple timesheets, use Ctrl-click or Shift-click.
When you select a timesheet, the resource's activities associated with that timesheet are displayed in the Activity Table in the bottom half of the page. To filter the activities that display, click
above the Activity Table.
- To approve the selected timesheet(s), click
or right-click on the timesheet and choose Approve. To reject the selected timesheet(s), click
or right-click on the timesheet and choose Reject.
- If you chose to reject a timesheet, you are prompted to confirm the rejection, and to send a rejection e-mail to the associated timesheet resource(s). Mark the checkbox to send a rejection e-mail, then click OK. You can edit the contents of the e-mail as necessary.