none
Timesheet - SEM Approval RRS feed

  • Question

  • Hi,

    Is there any way to remove the approval step/or all self approval when using SEM in Timesheets?

    Thanks,

    Wednesday, July 11, 2012 11:51 AM

Answers

  • BNaughton --
     
    PMs do not need to approve Timesheets unless your Project Server administrator set up the system to require it.  Keep in mind that Timesheet approval and task update approval are two entirely DIFFERENT processes.  My solution in my last post is how to automate Timesheet approvals.
     
    To automate task update approvals, the project manager would need to create a Rule to auto-approve task updates from his/her team members.  He/she would need to set up the Rule so that it runs automatically.  He/she can even set up the Rule so that it auto-publishes the updated projects as well.
     
    Keep in mind that the PM is the gate keeper between his/her team members and the actual Microsoft Project project file.  If a team member submits a task update that contains incorrect information, the Rule will auto-approve the task update even though it is WRONG.  And then the PM will be in a world of pain trying to undo the incorrect task update.  It is for this reason I do not recommend that PMs uses Rules to auto-approve task updates.  You have now been officially warned.  :)  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by BNaughton Wednesday, July 11, 2012 4:07 PM
    Wednesday, July 11, 2012 4:04 PM
    Moderator

All replies

  • BNaughton --
     
    If you want timesheets to be auto-approved, set each user as his/her own Timesheet Manager in PWA.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, July 11, 2012 12:09 PM
    Moderator
  • Thansk Dale

    But am i right in thinking to accept task updates as per SEM that the Status Manager will still need to approve the timesheet?

    Wednesday, July 11, 2012 2:22 PM
  • BNaughton --
     
    PMs do not need to approve Timesheets unless your Project Server administrator set up the system to require it.  Keep in mind that Timesheet approval and task update approval are two entirely DIFFERENT processes.  My solution in my last post is how to automate Timesheet approvals.
     
    To automate task update approvals, the project manager would need to create a Rule to auto-approve task updates from his/her team members.  He/she would need to set up the Rule so that it runs automatically.  He/she can even set up the Rule so that it auto-publishes the updated projects as well.
     
    Keep in mind that the PM is the gate keeper between his/her team members and the actual Microsoft Project project file.  If a team member submits a task update that contains incorrect information, the Rule will auto-approve the task update even though it is WRONG.  And then the PM will be in a world of pain trying to undo the incorrect task update.  It is for this reason I do not recommend that PMs uses Rules to auto-approve task updates.  You have now been officially warned.  :)  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by BNaughton Wednesday, July 11, 2012 4:07 PM
    Wednesday, July 11, 2012 4:04 PM
    Moderator
  • Perfect

    Last question, i promise ;)  Would these rules require some custom code, or would designer be sufficent?

    Wednesday, July 11, 2012 4:08 PM
  • BNaughton -
     
    Your PMs can create Rules by clicking the Manage Rules button on the Approval Center page.  No one needs to write custom code of any kind.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Wednesday, July 11, 2012 7:57 PM
    Moderator