As a timesheet approval manager or delegate, you can approve or reject timesheets for resources for which you are responsible. Depending on your P6 EPPM Application settings, an email may be sent to other managers when you reject a timesheet.
To approve or reject timesheets:
- Click Approvals.
- On the Approvals navigation bar, select Timesheets.
- On the Timesheets page:
- Select Project Manager or Resource Manager from the Approving as list. Or, if you are a delegate, select the value from the list that best represents your current role.
- Click Action Required to view timesheets awaiting your input or All Timesheets to view all timesheets.
- Configure the options in the Filter dock to filter the list of timesheets if required.
- Select the timesheets you want to approve or reject. To select multiple timesheets, use Ctrl+click or Shift+click.
- To approve the selected timesheets, click Approve or, to reject the selected timesheets, click Reject.
Tips
- A setting in Primavera P6 Administrator enables daily emails to be sent to all users listing all their timesheets which have been approved or rejected in the past 24 hours.
- You can see whether there have been more units approved against an assignment than were planned by adding the Approved Units, Planned Units, and Variance Units columns to the details doc.
- The Timesheets page of the Application Settings pane specifies how timesheets are submitted and approved, including whether Resource Managers or Project Managers, or both, must review and approve timesheets. Manager approval is not required if these settings specify that timesheets are automatically approved upon submission; however, you can still review and even reject those timesheets if needed.
- The PM Approved and RM Approved status types are only valid when two approval levels are required. In this case, the PM Approved status appears in the Action Required filter for the resource manager when two approval levels are required, the PM has approved, and resource manager approval is pending; likewise, the RM Approved status appears in the Action Required filter for the project manager when two approval levels are required, the RM has approved, and project manager approval is pending.
- If you are a Resource Manager, you can review timesheets for resources to whom you have been assigned as timesheet approval manager. If you are a Project Manager, you can review timesheets for resources who are assigned to activities within projects for which you are responsible. If you are a timesheet approval delegate for a Resource or Project Manager, you can review timesheets for resources to whom the original manager has been assigned as timesheet approval manager.