This article explains how to use the Timesheets feature as a Manager, someone who is reviewing and approving time tracked on plans & tasks.
Click on the Timesheets icon in the navigation. You will begin in the "Time Entry" mode. This is where Team Members track time on their work assignments. To switch to Approval mode, select the desired approval view.
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Approvals by Resource: This view organizes timesheet submissions by the resources that you manage per timesheet period.
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Approvals by Plan: This view organizes timesheet submissions by plan per timesheet period.
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Approvals - Detail Grid: This view provides a complete overview of all timesheet submissions that you need to review. This view is NOT per timesheet period, but all submissions for all timesheet periods.
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Select one or multiple items to approve or reject.
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Click the Approve button to approve the timesheet submission. Click the Reject button to reject the timesheet submission. The Approve Time or Reject Time form will open.
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*Optional: Enter a comment for the end user to explain the approval or rejection.
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Click Approve or Reject. The time submission status icons will update based on your approval or rejection.
In the Approvals by Resource view, you will see any time submitted for users whom you are the Timesheet Manager. Only pending approvals show.
In the Approvals by Plan, you will see any plans for which you are a Plan Owner. Only pending approvals show.