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Lesson 2: Approve or reject a timesheet

In this lesson, as a project manager, you will learn how to approve and reject timesheets that team members submit.
You can view the status of the project in the Schedule viewlet in the Work view. Note the percent complete (%C) and percent effort complete (%EC) for your project.

To approve or reject a timesheet:

  1. In the Timesheets view, click the Timesheet Approval tab.
  2. From the Users column, select a team member.
    List of team members.
  3. Select the first week.
  4. To approve Task 1 only, in the Actions column, click the Approve Task icon Approve Task icon.
  5. To review the submitter's notes for Task 2, click the Timesheet Notes icon Timesheet Notes icon.
  6. To reject Task 2 only, in the Actions column, click the Reject Task icon Reject Task icon.
  7. Select the second week.
  8. To approve all of the tasks, click the Approve Timesheet icon Approve Timesheet icon.
  9. Select the third week.
  10. To reject all of the tasks, click the Reject Timesheet icon Reject Timesheet icon.
In the Work view, open the Schedule viewlet to review the changes in the %C and %EC for the updated project. The percentages reflect the approvals that you just made. This viewlet also shows the updated %C for the approved task, and the planned dates will change for the task that additional effort was approved for.

Lesson checkpoint

In this lesson, you learned how to approve or reject a timesheet.
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