How to review Timesheets

When a Team Member has submitted actuals through his/her Timesheet, his/her Resource Manager (Manager of the Organization branch) can approve the actuals submitted or send them back to be reworked based on the data submitted.

Note

Reviewing Timesheets is optional and they can be directly approved by the Project Manager without being reviewed by the Resource Manager.

However, Non-Project Tasks (Vacation, Sickness, etc.) can only be approved by Resource Managers.

  1. Log in to the HTML5 client.

  2. Select the Timesheets tab available in the Resource Validation workspace.

  3. Select the organization branches in the 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 Review button to accept the Actual Effort values submitted for a task.

  2. The Status of the Timesheet changed to Reviewed.

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 Review button to accept the Actual Effort values submitted for a task.

  3. The Status of the Timesheet changed to Reviewed for Projects tasks and to Approved for Non-project tasks.

    Note

    Reworking Timesheets of Non-Project Tasks can only be done by the Resource Manager.