Overview
Use this page to process timesheets. This includes approving or rejecting timesheets, notifying resources about timesheet status, adding timesheet notes, and determining if a resource has not started or has not submitted a timesheet. If you are a timesheet approval manager, you can assign delegates to act in your place when you are not available.
This page displays a filter dock, timesheet table, and a detail dock. The timesheet table lists timesheets, if any, for the time period and filter criteria you specify. For each timesheet you select, the detail dock displays a breakdown of the number of regular, overhead, and total hours for the associated resource. In both tables, you can group and sort based on predefined criteria, customize the columns that appear, search for timesheets or activities, and print.
Screen Elements
Approving As list
The type of manager approving the timesheets. For example, Project Manager or Resource Manager.
This field is automatically populated based on your module access and timesheet approval rights (Project Manager or Resource Manager) and is read-only unless you have rights to approve as a Project Manager and Resource Manager; you must select one option. If you are a delegate approval manager, this field displays the type of manager who delegated approval rights to you (Project Manager or Resource Manager), along with the approval manager's personal name; for example, Project Manager delegate for John Doe.
Action Required button
Filters the view to show only timesheets which require your action in the role you select in the Approving As list and according to the filters you have configured in the filter dock.
All Timesheets button
Filters the view to show all timesheets to which you have access in the role you select in the Approving As list and according to the filters you have configured in the filter dock.
Filter dock
Determines the timesheets which appear in the list. The list of timesheets you see also depends on the selection you make on the Approving As list and whether you are viewing only timesheets with Action Required, or All Timesheets.
Time frame list: Enables you to filter the list by timesheets submitted in the Last week, Last 3 weeks, Last month, Last 3 months, Last 6 months, or in a Custom date range.
Start Date field: The start date of the Custom time frame. This field is only visible if Custom is selected on the Time frame list.
End Date field: The end date of the Custom time frame. This field is only visible if Custom is selected on the Time frame list.
Status section:
All option: Shows timesheets of all statuses.
Approved option: Shows timesheets which have been approved. This option is only visible if you are viewing All Timesheets.
Not Started option: Shows timesheets which have not been started. This option is only visible if you are viewing All Timesheets.
Not Submitted option: Shows timesheets which have been started but have not been submitted. This option is only visible if you are viewing All Timesheets.
PM Approved option: Shows timesheets which have already been approved by a project manager.
RM Approved option: Shows timesheets which have already been approved by a resource manager.
Rejected option: Shows timesheets which have been rejected by a timesheets approval manager. This option is only visible if you are viewing All Timesheets.
Resubmitted option: Shows timesheets which have previously been rejected and then resubmitted.
Submitted option: Shows timesheets which have been submitted.
Cancel button: Cancels any changes you have made to the fields and options in the Filter dock.
Apply button: Applies the filters configured in the Filter doc to the timesheet list.
Collapse Dock: Collapses the Filter dock.
Timesheet table
See Timesheet Table of the Timesheets Page.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded. Only the Timesheet table is included in the Excel file.
Collapse Dock
Collapses the Details dock.
Details dock
See Details Dock of the Timesheets Page.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Getting Here
- Click Approvals.
- On the Approvals navigation bar, select Timesheets.