Overview
Use this page to specify default timesheet options and approval levels in P6 Team Member interfaces, P6 for Android, or P6 for iOS.
Screen Elements
General:
Allow resources to assign themselves to activities by default option
Determines whether you want every newly created project to grant permission for resources to assign themselves to activities. When you change this setting, it does not affect existing projects; the new setting is applied only when a new project is created. For individual projects, you can override this setting on the Project Preferences dialog box in the EPS page.
Allow resources to assign themselves to activities outside assigned OBS access option
Determines whether you want every newly created project to grant permission for resources to assign themselves to activities even if the resource does not have access to the relevant OBS for the activity. When you change this setting, it does not affect existing projects; the new setting is applied only when a new project is created. For individual projects, you can override this setting on the Project Preferences dialog box in the EPS page.
Enable timesheet auditing option
Determines whether you want to save the history of timesheet submission, approval, rejection, reviewers, and associated dates. To view the historical data, you must create reports using BI Publisher.
Enable email notifications option
Determines whether you want timesheet approval managers to be notified by email when a timesheet is rejected. If this option is enabled, when a timesheet is rejected an email will be sent to all Project Managers and their delegates, Resource Managers and their delegates, users with the Admin Superuser profile, and users with the Project Superuser profile assigned for any projects included in the timesheet. This function requires that the relevant users have an email address associated with their user profile. The manager who rejected the timesheet will not receive an email notification.
Timesheet hours display list
Select how you want approvers to see hours when approving timesheets. Select hours (decimal) if you want approvers to see hours as a decimal number, for example 2.33. Select hours:minutes if you want approvers to see hours and minutes, for example 2:20. Select quarter-hour if you want approvers to see hours rounded to the nearest quarter-hour, for example 2:15.
Approving Timesheets:
Auto Submission - No submission or approval is required option
Select to indicate that resource timesheets do not need to be submitted or approved.
Auto Approval - Automatically approve upon submission option
Select to indicate that resource timesheets do not require management approval. Timesheets are approved automatically when they are submitted.
One approval level - Resource manager approval required option
Select to indicate that resource timesheets require approval by the resource manager only. If you select this option, the status of all submitted timesheets remains Submitted until the approving manager changes the timesheet’s status. If you previously required both project manager and resource manager approval, and you select this option, the status of all current timesheets that have received one level of approval changes to Approved.
Two approval levels - Project and Resource managers' approval required option
Select to indicate that resource timesheets require approval by project and resource managers. If you select this option, the status of all submitted timesheets remains "Submitted" until both managers approve the timesheet.
Project manager must approve before Resource manager option
Determines whether project managers must approve timesheets before resource managers. The Two Approval Levels option must be selected to enable this option.
Default Resource manager approving timesheets when one or two approval levels required field
Select the approver you want to approve timesheets for resources. The default approver will be assigned each time you create a resource who uses timesheets.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Application Settings.
- On the Application Settings page, click Timesheets.