Approval Policy

The Approval Policy tab is used to specify whether project and resources managers will be required to approve task-based assignments and whether project managers will be required to approve activity-based assignments. There are four approval options; approval options help your organization separate the time a resource spends on a task from the time it takes to actually complete a task. You can also allow users in your organization to save their timesheet.

Adding a status policy

When a policy is set, project managers will be required to approve status for task-based assignments. A status approval policy is independent of a time approval policy.

To add a status approval policy

From the application toolbar, click Setup, and then select Customization.
Select the Timesheet Settings tab.
Select the Approval Policy tab.
To require approvals, under Status Approval, select Project Manager Approval Is Required.
Click Save.

Adding an approval policy

When a policy is set, project and resource managers will be required to approve time for task-based assignments and resource managers will be required to approve time for activity-based assignments.

To add a time approval policy

From the application toolbar, click Setup, and then select Customization.
Select the Timesheet Settings tab.
Select the Approval Policy tab.
To require approvals, under Time Approval, select Project Manager Approval Is Required, Project Manager Approval Is Required, or Project Manager Approval Is Required.
Click Save.

Viewing approval policy settings

Timesheet approval policy settings can be viewed from the Approval Policy tab in the Timesheet Settings tab.

To view timesheet approval policy settings

Open the Tools module.
Select the My Timesheet tab.
Select a task or work item.
Select the Status tab.