How to approve Timesheets

After the Review process is completed by the Resource Manager (Optional), the next step for the Project Manager is to approve the actuals recorded by the Team Members for the tasks to the project.

  1. Log in to the HTML5 client.

  2. Select the Tracking tab available in the Work workspace.

  3. Select a project in the Project Data Selector.

  4. By default, the Timesheets Home Page displays the Resource Timesheets for the Current Week. Select another time frame if needed.

Bulk action

The Timesheets Home Page provides the list of Resource Timesheets, grouped by overall Status enabling bulk actions

  1. Click on the Approve button available in the section containing the Timesheets for which you want to perform a bulk action.

  2. Select one of the following commands:

    1. Approve – The Timesheets are moved to the Approved Status section.

    2. Approve & Apply – The Impact Management popup is displayed:

      Impact_Management_popup.png

    3. Clicking on the YES button will display the Impact Management full screen view.

    4. On the Timesheets Home Page, the Timesheets moved to the Approved Status section.

    5. The Applied label indicates Applied_label.png .

One timesheet at a time

  1. In the Timesheets Home Page, click on the Resource's name to switch to the Timesheet Details full screen view.

  2. Click on the Approve button and select one of the following commands:

    1. Approve – The Timesheet Status changed to Approved.

    2. Approve & Apply – The Impact Management popup is displayed:

      Impact_Management_popup.png

    3. Clicking on the YES button will display the Impact Management full screen view.

    4. On the Timesheets Home Page, the Timesheets moved to the Approved Status section.

    5. The Applied label indicates Applied_label.png .

    Tip

    The Project Manager can also Approve or Approve & Apply a specific Task Timesheets by clicking on the corresponding More (MoreVertical) button.