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Turn in Final Timesheet vs. Send Progress for... Tasks, and Manage Rules RRS feed

  • Question

  • Hi,

    I want to use automatic validation of work done for each assignment, using Approval rules. What is the difference between Turn in Final Timesheet and Send Progress for... Tasks.

    What are there behavior with approval Rules?

    Thanks for your help 

    Tuesday, July 5, 2016 8:36 AM

Answers

  • Hi,

    The auto approval rules are a different thing than the "Turn in Final Timesheet" and "Send Progress for... Tasks".

    Those 2 buttons in the timesheet page allow the user to senf only the task updates to the project managers, or to send the entire timesheet, meaning the task updates to the project managers AND the timesheet including the administrative time to the timesheet manager (who might be the resource itself and in this case the timesheet will be auto approved after the task updates approvals, no need for rules).

    The auto approval rules accessible from the approval center are meant to auto approve the task updates (and not the entire timesheet). You can set to auto run the rule when the user send his task update, and to autopublish the updates once auto approved. Then you can choose what operation should be auto approved (task updates, assignment deletion...). Finally, you can apply the rule to all or specific projects/resources.

    Basically, the auto approval rules don't change anything for the team member in his timesheet, the submission process is the same. It just avoid any approval from the project manager, which could be tricky in terms of seeing the impacts.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by WLID1966 Tuesday, July 5, 2016 2:48 PM
    Tuesday, July 5, 2016 9:42 AM
    Moderator

All replies

  • Hi,

    The auto approval rules are a different thing than the "Turn in Final Timesheet" and "Send Progress for... Tasks".

    Those 2 buttons in the timesheet page allow the user to senf only the task updates to the project managers, or to send the entire timesheet, meaning the task updates to the project managers AND the timesheet including the administrative time to the timesheet manager (who might be the resource itself and in this case the timesheet will be auto approved after the task updates approvals, no need for rules).

    The auto approval rules accessible from the approval center are meant to auto approve the task updates (and not the entire timesheet). You can set to auto run the rule when the user send his task update, and to autopublish the updates once auto approved. Then you can choose what operation should be auto approved (task updates, assignment deletion...). Finally, you can apply the rule to all or specific projects/resources.

    Basically, the auto approval rules don't change anything for the team member in his timesheet, the submission process is the same. It just avoid any approval from the project manager, which could be tricky in terms of seeing the impacts.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    • Marked as answer by WLID1966 Tuesday, July 5, 2016 2:48 PM
    Tuesday, July 5, 2016 9:42 AM
    Moderator
  • Guillaume,

    Thanks a lot for these detailed explanations.

    I’m trying to set an approval with 2 successive steps, by 2 different approvers.

    Send Progress for … Tasks: send the timesheet directly to the Status Manager, without passing by the Timesheet Manager who is short circuited.

    If I use Turn in Final Timesheet the Manage rule button is deactivated. 

    Tuesday, July 5, 2016 11:10 AM
  • You want 2 approvals but not the timesheet manager? Who should be the second approver and for what?

    Here is the standard process.

    You activate first he Single Entry Mode (SEM) in the server settings. You could also activate the fixed approval routine. Then for each resource, assign a timesheet manager. Ask the users to submit the timesheet and not send the progress.

    So the process will be the following:

    1. Resource creates and fills the timesheet (project activities + admin tasks)
    2. Resource submit the timesheet (and not send the task updates)
    3. Each project manager (status manager) approves the task updates for his project
    4. Once all task updates are approved for a resource, the entire timesheet is sent to the timesheet manager


    An alternative for the last step would be to use the timesheet manager list, so the resource can choose in a list who will approve the timesheet.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller

    Tuesday, July 5, 2016 12:16 PM
    Moderator
  • Because it's not possible to test on 2 conditions in the same Rule:

    I have a first Timesheet Manager who checks on the Work (with the help of a Rule) and a second Timesheet Manager who tests on the Finish date (with the help of another Rule)

    NB: the Rule on Finish date works fine, the Rule on the Work doesn't work at all :(

    Tuesday, July 5, 2016 1:47 PM
  • I think it is not possible to do that. The task update approval encompasses the entire update and not just a part of it. Meaning you cannot approve the work first and forward the update to a colleague to approve the finish date afterwards.


    Hope this helps,


    Guillaume Rouyre, MBA, MVP, P-Seller


    Tuesday, July 5, 2016 2:08 PM
    Moderator