Projects → Timesheets

Timesheets

Project and resource managers can use the Timesheets tab to approve or reject the timesheets that are submitted by team members as they complete their assigned work on items. Timesheets can be approved or rejected individually and in groups. Timesheets can be partially approved or partially rejected. Timesheets can be updated on behalf of team members. Rejected timesheets can be corrected, resubmitted, and approved as long as the time period for the timesheet is still open.

When the Submission Status column indicates that time or status has been submitted by a resource, the time or status can then be approved or rejected. Project and resource managers can use the check box in the Approval column to cycle through the timesheet approval options:

When timesheets are approved, the data can then be posted into parent items and into related task plans. After data from a timesheet is posted into its parent item and related task plans, the timesheet is closed.

The Timesheets tab contains the following options:

Adding a comment to a timesheet

Click the comment icon to add a comment to an assignment in a timesheet.

To add a comment to a timesheet
  1. Open the Projects, Tools, or Resources modules.
  2. Select the Timesheets tab (if in the Projects or Resources modules) or My Timesheet views (if in the Tools module).
  3. Select a resource, show details, and click Comments to open the Comments tab.
  4. Add the comment.
  5. Click Submit.

Approving tasks in a timesheet

Select the row which contains the timesheet entry you want to click and then set the Approval check box to Approved.

To approve tasks in a timesheet
  1. Open the Resources module.
  2. Select the Timesheets tab.
  3. Expand the list to find the timesheet containing the tasks that you wish to approve.
  4. Click the check-box in the approval column beside the tasks you want to approve.

Approving tasks in a group of timesheets

Approve a group of resource's time by selecting the row which contains the resource group and then setting the Approval column to approved.

To approve tasks in a group of timesheets
  1. Open the Resources module.
  2. Select the Timesheets tab.
  3. Expand the list to find the timesheets containing the tasks that you wish to approve.
  4. Select the row that contains the resource group whose timesheets you want to approve, and click in the Approval column.

Rejecting a task in a timesheet

Select the row which contains the timesheet entry you want to click and then set the Approval check box to rejected.

To reject a task in a timesheet
  1. Open the Projects module.
  2. Select an item.
  3. Select the Timesheets tab.
  4. Select a task.
  5. Click in the approval column for that task. This indicates that you have rejected the task.
  6. Click Save.

Rejecting a group of timesheets

Reject a group of resource's time by selecting the row which contains the resource group and then setting the check box in the Approval column to rejected.

To reject a group of timesheets
  1. Open the Tools module.
  2. Select the My Approvals tab.
  3. Select My Approvals.
  4. In the Project Picker dialog box, select the items which contain the timesheets that you want to reject. Click Add.
  5. Click OK.
  6. Set Period Ending the desired time period.
  7. After the correct timesheets are listed and the right time period is identified, click in the PM Approval column. Repeat this for any row you want to reject.
  8. Click Save.

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