If you are a project 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 project manager delegate:
- Click Approvals.
- On the Approvals navigation bar, select Timesheets.
- On the Timesheets page:
- Select Project Manager from the Approving as list.
- Click Actions
and select Assign Project Manager Delegate.
- In the Assign Project Manager Delegate dialog box:
- If more than one project is listed, select a project.
- Double click the delegate field, clickSelect, and select a user from the Select a User dialog box. Click OK.
- To activate the delegate's approval rights, select the check box for the project row where you need to designate a delegate.
- Click Apply.
- Repeat for each project that you want to assign to a delegate.
- Click OK.
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.
- If you are a project manager, the Assign Project Manager Delegate dialog displays a list of all projects for which you are responsible for processing timesheets. You can assign the same delegate to each project, or you can select a different delegate per project.
- The maximum number of projects displayed in the Assign Project Manager Delegate dialog is controlled by the Maximum number of rows displayed in trees and pick lists value on the My Preferences page Global tab.
- To disable a delegate's approval rights, clear the check box or clear the top-level option to clear all delegate options. If you want to remove a user as a potential delegate in the Assign Project Manager Delegate dialog box, 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 projects: <project 1>, <project 2>, etc. Please contact <username> if you need assistance.
When removing a delegate, the format of the message is:
<username> has removed your time approval delegate rights for the following projects: <project 1>, <project 2>, etc. Thank you for your assistance.