Approving or rejecting timesheets

As a project manager or timesheet approver, you must review submitted timesheets, and then approve or reject them. You can approve or reject the entire timesheet so that time entries for all the tasks in the timesheet are approved or rejected, or you can approve or reject time entries for individual tasks in a timesheet.

Before you begin

Use the Timesheet Approval viewlet to perform this task. In the navigation bar, click Timesheets, and click the Timesheet Approval tab.
The team members must submit the timesheet for a complete week.

About this task

When a project manager approves a timesheet, the status of the project is updated accordingly. When a project manager rejects a timesheet, the team member can make corrections and submit the timesheet for approval again.

To approve or reject timesheets:

Procedure

  1. In the Timesheets view, ensure that the Timesheet Approval viewlet is open.
  2. Select a week.
  3. Select a team member. To view the team member's user ID, hover the mouse pointer over the team member's name.
  4. Optional: To view the context tree of the task, hover the mouse pointer over the Actions column and click the Context tree icon Context tree icon.
  5. Review the tasks and complete one of the following actions:
    • Approve a single task by hovering the mouse pointer over the Actions column and clicking the Approve task icon Approve task icon.
    • Reject a single task by hovering the mouse pointer over the Actions column and clicking the Reject task icon Reject task icon.
      Note: Your team members might find it helpful to know why you are rejecting their timesheets. List your reasons for rejecting the task in the Approver Notes field by clicking the Timesheet Notes icon Timesheet Notes icon.
    • Approve all tasks for the team member in a given week by clicking the Approve timesheet icon Approve timesheet icon.
    • Reject all tasks for the team member in a given week by clicking the Reject timesheet icon Reject timesheet icon.

    As a project manager, you can enter the hours worked into a timesheet for a team member and then approve that timesheet.

    Note: Using timesheets for effort-based and duration-based projects differs:
    • In effort-based projects, the actuals are affected by the hours submitted in the timesheets.
    • In duration-based projects, the actuals are determined in the schedule view and are not affected by timesheet submissions.

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