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Who will approve timesheets? RRS feed

  • Question

  • Hi,

    We have about 100 work resources, virtually divided by teams. Each teamlead is a Timesheet Manager for all members of his team. 

    But Status owner of each task receive timesheets for approve. We make changes - each teamlead is a Default Assignment Owner for all members of his team. But Status owner of each task still receive timesheets for approve.

    How we can change routing for timesheets approve? We need only teamlead can approve or reject timesheets.

    Tuesday, June 5, 2018 8:51 AM

Answers

  • Igor,

    I checked and you are correct - SEM enforces "Task Status Manager Approval" - however there is a subsequent option "Require line approval before timesheet approval" that can be left unchecked. My interpretation is that this means timesheets can be approved even if task status updates have not been approved.

    Single Entry Mode was introduced so that team members could provide a record of time spent and progress made in the one place with a single entry, by enabling this option you are in effect generating two updates simultaneously, the status update which goes to the Status Manager of the assignment in the relevant project and the record or time spent which goes to the resources Timesheet Manager, each can approve the updates submitted without reference to each other. 

    If "Require line approval before timesheet approval" option is selected then the status update has to be approved before the associated Timesheet updates can be approved.

    If you disable SEM your resources can book their time in their Timesheet but there will be no updating of their progress on assignments in their Tasks view.

    If you are simply looking to capture time spent by resources independently of progress made then it may be appropriate to disable SEM.

    An alternative might be to create rules for status updates so that these are processed automatically except in cases where exceptions are submitted.


    With good wishes,

    Dominic

    Microsoft Project Evangelist

    Twitter:   LinkedIn:    Web:   


    • Edited by Dominic Moss Tuesday, June 5, 2018 11:05 AM html tags removed
    • Marked as answer by Igor Stasiuk Tuesday, June 5, 2018 1:48 PM
    Tuesday, June 5, 2018 11:03 AM

All replies

  • Igor,

    You should be able to change this within Server Settings>Timesheet Settings and Defaults> Timesheet Policies - if you disable Task Status Manager Approval this should stop Status Manager receiving timesheet updates to approve. 

    You should also check out this document which outlines various Task Progress Workflows available with Project Server.


    With good wishes,

    Dominic

    Microsoft Project Evangelist

    Twitter:   LinkedIn:    Web:   

    Tuesday, June 5, 2018 9:14 AM
  • Great thanks!

    But without disabling "Single Entry Mode" I can't disable "Task Status Manager Approval".

    If I disable both "Single Entry Mode" and "Task Status Manager Approval", will resources be able to continue to report their working hours? 

    Tuesday, June 5, 2018 10:26 AM
  • Igor,

    I checked and you are correct - SEM enforces "Task Status Manager Approval" - however there is a subsequent option "Require line approval before timesheet approval" that can be left unchecked. My interpretation is that this means timesheets can be approved even if task status updates have not been approved.

    Single Entry Mode was introduced so that team members could provide a record of time spent and progress made in the one place with a single entry, by enabling this option you are in effect generating two updates simultaneously, the status update which goes to the Status Manager of the assignment in the relevant project and the record or time spent which goes to the resources Timesheet Manager, each can approve the updates submitted without reference to each other. 

    If "Require line approval before timesheet approval" option is selected then the status update has to be approved before the associated Timesheet updates can be approved.

    If you disable SEM your resources can book their time in their Timesheet but there will be no updating of their progress on assignments in their Tasks view.

    If you are simply looking to capture time spent by resources independently of progress made then it may be appropriate to disable SEM.

    An alternative might be to create rules for status updates so that these are processed automatically except in cases where exceptions are submitted.


    With good wishes,

    Dominic

    Microsoft Project Evangelist

    Twitter:   LinkedIn:    Web:   


    • Edited by Dominic Moss Tuesday, June 5, 2018 11:05 AM html tags removed
    • Marked as answer by Igor Stasiuk Tuesday, June 5, 2018 1:48 PM
    Tuesday, June 5, 2018 11:03 AM
  • Thanks a lot!

    We don't need to send task updates, only timesheets to know how many hours were spent on each task.

    Tuesday, June 5, 2018 2:11 PM