Adding Tasks to Another User's Timesheet
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A project manager, resource manager, supervisor or timesheet
approver with the workspace-level permission can add tasks to another user's timesheet under
certain conditions:
- A project manager,
resource manager, or supervisor can add a task to a timesheet if the timesheet
status is open, declined, or overdue.
- An approver can add
a task to a timesheet if the timesheet status is pending their approval.
Note: Tasks in Completed or Cancelledprojects do not appear in the Add Task list. For details on what determines which tasks appear in timesheets, see About Tasks and Timesheets.
To add a task to a timesheet:
- .
- By default your timesheet
for the current time period opens.
Click More Views on the Tab
toolbar and the view appropriate to your role:
- Timesheets by Workspace
- Timesheets by Resource
- Timesheets Pending
My Approval
- Click the name (time period)
of the task to which you want to add a task.
The timesheet details open in a new window.
- On the View toolbar, click
Actions and Add
Task.
The Add Task window opens.
- Click the "+"
next to a project name to expand the tree of tasks in that project. Tasks
listed are those you have permission to add.
Note: To add tasks to another user's timesheet, you need the workspace-level permission.
- Select the task(s) you
want to add.
Note: Tasks already added to the timesheet appeared as selected and grayed out.
- Click Add
to add the task(s) to the timesheet, or Cancel
to close the window without adding any tasks.
- Type the hours the user
spent working on the task(s) in the appropriate column(s) and click Save to save updates to the timesheet.
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