Managing Timesheets as Resource Manager

 

If you are a resource manager or supervisor, you can use the Timesheets application to view and submit timesheets for those resources you manage or supervise.

To see the Timesheets By Resource view option in Timesheets you must either be assigned as a resource manager or supervisor, or have an enterprise role of Resource Manager. Note: If you have an enterprise role of Resource Manager but are not assigned as resource manager or supervisor, you will not be able to see any timesheets in the view.

Note: If you are a project manager, you can use the Timesheets application to view and manage the timesheets of your workspace members. For more information, see Managing Timesheets as a Workspace Manager.

to Manage Timesheets as a Resource Manager:

  1. In the Timesheets By Resource view, use the Actions icon to take action on a timesheet:
    Note: The actions available to you depend on your role and permissions.
  2. Approve Timesheet—Available if the timesheet is pending approval and you are an approver for the timesheet. For more information, see Approving Timesheets.
  3. Decline Timesheet—Available if the timesheet is pending approval and you are an approver for the timesheet. For more information, see Declining Timesheets.
  4. Reopen Timesheet—Available if the timesheet is approved. For more information, see Reopening Timesheets.
  5. 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.
  6. Edit Timesheet Comment—For more information, see Adding Comments to a Timesheet.
  7. 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.
  1. To open the details of a timesheet, click the time period of a timesheet.
    The timesheet details open in a new window.
  2. If the timesheet is open, declined, or overdue, the details open in edit view so you can update the entries.
  3. If the timesheet is pending your approval, the details open in edit view so you can update the entries.

 

 

Related Topics: