Launch

Approving timesheets

Project admins can approve project timesheets but only an organization admin with "Can manage company and project timesheets" enhanced permission can oversee and manage Company and Project timesheets from the Organization workspace.


Project timesheets

Project timesheets can be approved by a project Admin or Project manager.

The easiest way to oversee project timesheets is from the PM Power View in the Project manager's workspace. This way you can approve or reject timesheets for all your projects in one place.

The same interface but limited to one project, is also available from every project in the project's timesheet tab.

Project manager's workspace

Screen shot in missionX
LabelFeatureDescription
ATimesheets tab

The timesheets tab in the PM Workspace.

BFilter, refine and find

To get the view and information you need you can:

  • Status filter
  • Period selector
  • Quick jump week-by-week
  • Search
  • Expand/Collapse all
  • Refresh manually (you shouldn't need this)
  • Export to excell
COrganization grouping

Most people will only work for one company but there are cases where your are managing projects across many organizations, especially consulting firms.

DProject grouping

All timesheet data aggregates to the project level.

ERole/Person timesheet

Because timesheets are directly tied to roles, we group timesheets by role. A person can have multiple roles on a project, so it is important to remember that timesheets are not a monolithic entities tied to one person.

Expanding a person's timesheet will give you exact details of what was submitted adn how many hours.

FActuals for each role

Total hours and OT for the person. This helps you keep tabs on how many hours are being approved vs estimated.

GDays of the week

See how many hours are being submitted for each day.

HWeekly totals

Total weekly submitted hours and overtime hours for each line item. Group rows aggregate the hours below it so you can quickly see how numbers are stacking up.

IApprove or reject timesheets

You can approve or reject timesheets. Rejecting a timesheet can also include a comment that the person will see.

Company and project timesheets

From the organization space, authorized people can manage and even create timesheets for organization members.

Company timesheets

Company timesheets are unique in that they do not allow for free form entries. A user must select from predefined timesheet codes that are specific for company timesheet.

Exmaple: A good example is a medical/sickness timesheet code.This does not require project manager approval so goes directly for organization approval.

Screen shot in missionX
LabelFeatureDescription
ATimesheets tab

The timesheets tab from the Organization workspace

BType of timesheet selector

You can switch views between Company and Project timesheets. The default is "Company timesheets" with the "Awaiting approval" filter selected. Because Company timesheets are not required, this helps you focus on work-to-be-done.

The filter bar allows you to refine and analyze your timesheet data to help you approve timesheets or analyze time across the organization.

CPeople's timesheets

Timesheets are organized by person and then weeks. This way you can see a person's timesheets for multiple weeks depending on your period selector from the filter bar above.

Timesheets can be expanded to view details (timesheet codes and hours)

DApprove or reject

You can approve or reject a timesheet with comments.

EAdd entry

You can add a timesheet entry for someone if you wish. A common scenario might be that someone has been ill and not able to submit timsheets.