To configure access to Timesheet Approval, follow these guidelines:
- If not already specified when reviewing Timesheets Page, set the default Resource manager that will be assigned to new resources who use timesheets.
- From the Settings detail window of the Administration Resource tab, assign the appropriate Resource manager (Timesheet Approval Manager) for resources who use timesheets, if different than the default or if no default was set prior to adding resources. See Configuring Resource Settings for Timesheet Reporting.
- If requiring two approval levels for timesheets, verify that the users associated with the responsible manager for each project is accurate; these users will be the Project manager for the timesheets related to those projects.
- Include the Approve Timesheets menu item in each approval manager's assigned user interface view.
- Users with the appropriate module access and security privilege, can now choose Approve Timesheets from the Dashboards menu to access Timesheet Approval.
Tips
- For new user interface views you create, and for organizations that do not utilize user interface views, the Approve Timesheets menu item appears by default; if a user does not have rights to access Timesheet Approval, the menu item will not appear, even if you include it in the user's assigned user interface view.
- For users upgrading from P6 EPPM version 6.1 and later, the Approve Timesheets menu item appears for users who had rights to approve timesheets in previous releases.
- For detailed information on the Timesheet Approval page, including Resource and Project manager delegates, refer to the P6 Help.