Learning Track
This Help Article appears in the Time Tracking in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Time Tracking in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
Admins and Approvers have access to these views:
Set who approves time and expenses in the person's profile settings.
You can configure Resource Management so project owners can review and approve time and expenses for projects they own. If you are a project owner, you will see timesheets for time-related to your projects but won't see time entered for projects owned by others.
Approver View shows time sheets for everyone whose time or expenses you can approve. You can filter the time sheets you see by the following categories:
The time entries in the Approver View are grouped into weekly time sheets. Each time sheet shows hours tracked for each project per person per week.
For each project, the total confirmed and scheduled hours is shown along with a computed difference (positive for more than scheduled, negative for less than scheduled).
You can view more details in the time sheets you see in your Approver View.
To do this | Follow this step |
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Check the day-by-day breakdown of hours, including categories and notes. | In the time sheet, select a project row. |
View the detailed breakdown of expenses, including categories and notes. | |
Go to a person's profile page and view their time entries. | Select the person's name. |
You can approve time for specific projects rather than the entire time or expense sheet. To display time entries for a specific project or set of projects and approve them:
Entries for other projects you didn't select in the filter won't be affected.
Use notifications to alert people when their time or expense entries get rejected or approved.
After doing this step, the time or expense entry will be approved.
After rejecting the time or expense sheet, it will be reset to Unsubmitted. The submitter will need to adjust their time or expense entry and resubmit it for approval.
Create a saved view or multiple saved views for different scenarios.
When you create a saved view, you'll see the view you created in the My View section. You'll then be able to access them easily.