Time Approval Process and User Setup
Time approval can be defined in the Time Sheet Approval field of the following pages, listed hierarchically:
- Resource Card > Person FastTab
- Project Card > Planning FastTab
- Time Entry Setup > Project Time Entry Control FastTab
The Time Sheet Approval field defines the workflow steps from recording to posting. The options are:
- Default – the standard workflow (open-submit-approve-post)
- Skip – the Submit process automatically approves the line
- Approve & Post – approval in Time Entry Control automatically posts the line to the Project Ledger Entry (only full user)
- Skip & Post – the Submit process automatically approves and posts the line to the Project Ledger Entry (only full user)
The following graphic illustrates the approval process options.
Time Recording Approval User
The team/project manager responsible for approving time recording entries must have authorization via one of the following settings:
- User Setup > Time Sheet Administrator
- Resource Card > Time Sheet Approver User ID
Users designated as Time Sheet Administrator can create time sheets and perform any approval processes in the Time Recording Control page. Users assigned to the Time Sheet Approver User ID field on a Resource Card can only approve time recordings for that resource.
To designate a time sheet administrator
- Choose the
icon, enter User Setup, and then choose the related link. - Locate the user who needs approval rights.
- Select the Time Sheet Administrator checkbox.
To designate a resource approval user
- Choose the icon, enter Resources, and then choose the related link.
- Select the resource who needs an approval user assigned.
- In the General FastTab, enter the approval user in the Time Sheet Approver User ID field.
Note
The approval user does not need to be designated as a Time Sheet Administrator.
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