Advanced Approvals

You can use the My Approvals tab to approve and reject time and view approval status across more than one item. This view provides the same functionality as the Timesheets tab in the Projects module, but is not tied to a selection in the item hierarchy.

In this view, you can select all of the projects and item for which you have time approval responsibility and display them in a common interface. You can approve time for individual assignments or for all assignments across any item and anywhere in between.

Approving time in the Advanced Approvals view

You can approve time in a resource's timesheet using the My Approvals tab.

To approve time in the Advanced Approvals Tab
  1. Open the Tools module.
  2. Select the My Approvals tab.
  3. Click Select Items to choose any item for which you want to display timesheets.
  4. Expand or collapse the tree view to show the project, resource, or assignment that you want to approve.
  5. Click the check box in the PM Approval column to cycle through the three available states and choose the one you want.
  6. To approve or reject all submissions across all resources or an item, click the check box in the top summary row.
  7. Click OK.

Clearing time in the Advanced Approvals view

You can clear time approvals in a resource's timesheet using the My Approvals tab.

To clear time in the Advanced Approvals tab
  1. Open the Tools module.
  2. Select the My Approvals tab.
  3. Click Select Items to choose an item for which you want to display timesheets.
  4. Expand or collapse the tree view to show the project, resource, or assignment from which you want to clear approval.
  5. Click the check box in the PM Approval column until it is clear.
  6. Click Save.

Rejecting time in the Advanced Approvals view

You can reject time in a resource's timesheet using the My Approvals tab.

To reject time in the Advanced Approvals view
  1. Open the Tools module.
  2. Select the My Approvals tab.
  3. Click Select Items to choose an item for which you want to display timesheets and click OK.
  4. In the My Approvals tab, expand or collapse the tree view to show the project, resource, or assignment that you want to reject.
  5. Click the check box in the PM Approval column to cycle through the options. (To reject all submissions across all resources or every item, click the check box in the top summary row.)
  6. Click Save.