Managing Timesheets as Workspace Manager
|
In addition to using Timesheets to update and submit a personal timesheet, a project manager can use the Timesheets application to manage
timesheets for the members of their workspace(s). Use the Timesheets By Workspace view to see a list of timesheets for your workspace members. (This option only appears if you have the workspace-level permission, by default given to users with a workspace-level role of Manager.)
Note: If you are
a supervisor or resource manager, you can use the Timesheets application
to view and manage the timesheets for resources you supervise or manage.
For more information, see Managing
Timesheets as a Resource Manager.
To Manage Timesheets as Workspace Manager:
- From the Timesheets by Workspace view, use the Actions icon
to take action on a timesheet:
Note: The actions available to you depend on your role and permissions and on the status of the timesheet you are viewing.
- Submit for Approval—Available if the timesheet is open, overdue or declined and you are supervisor or resource manager for the user. For more information,
see Submitting a Timesheet for Approval.
- Approve
Timesheet—Available
if the timesheet is pending approval and you are an approver for the timesheet.
For more information, see Approving
Timesheets.
- Decline
Timesheet—Available
if the timesheet is pending approval and you are an approver for the timesheet.
For more information, see Declining
Timesheets.
- Reopen
Timesheet—Available
if the timesheet is approved. For more information, see Reopening
Timesheets.
- Edit
Timesheet Comment—For more information,
see Adding Comments to a
Timesheet.
- Export
to Excel— Opens the Export wizard so you can export the timesheet data
to Excel.
Note: The export is not specific to an individual timesheet.
The wizard allows you to select what timesheet data to export, including
whose timesheets. For more information, see Exporting
Timesheets.
- To open the details of
a timesheet, click the time period of a timesheet.
The timesheet details open in a new window.
- If the timesheet is open, declined, or overdue, the details open in
edit view so you can update the entries.
- If the timesheet is pending your approval, the details open in edit
view so you can update the entries.
Related Topics: