If you are a resource manager, you can assign a temporary delegate to process timesheets awaiting your approval while you are not able to process them yourself. For example, you might be on business travel or vacation, or the workload requires you to assign timesheet approval responsibility to others.
To assign a resource manager delegate:
- Click Approvals.
- On the Approvals navigation bar, select Timesheets.
- On the Timesheets page:
- Select Resource Manager from the Approving as list.
- Click Actions
and select Assign Resource Manager Delegate.
- In the Assign Resource Manager Delegate dialog box:
- Click Select and select a user from the Select a User dialog box.
- To activate the delegate's approval rights, select Make this delegate active.
- Click Apply.
Tips
- You can assign any user as your delegate; however, the activities that appear in the table are dependent on the delegate's OBS access.
- To disable a delegate's approval rights, clear the check box next to the delegate's name. If you want to remove a user as a potential delegate in the Assign Resource Manager Delegate dialog box, you can select the user's name and press the Delete key or select another user to replace the previously listed user.
- Even when you activate a delegate's approval rights, you continue to have approval rights as a resource manager or project manager.
- When you add or remove a delegate's approval rights, the delegate will receive an email notification if they have a valid email address defined with their user account.
- When adding a delegate, the format of the message is:
<username> has assigned you to review timesheets for the following people: <resource 1>, <resource 2>, etc.
When removing a delegate, the format of the message is:
<username> has removed your time approval delegate rights for the following people: <resource 1>, <resource 2>, etc. Thank you for your assistance.