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Planview Customer Success Center

Timesheet Search

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You can approve timesheet entries at the Timesheet Search screen:

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Click:

•Add to create another entry

•Export to download an Excel format document for all entries.

All entries may be approved by default if automatic approval is enabled through Time & Expense Settings. If you have the appropriate access rights, accepting a submission will approve all its entries.

For each entry, click:

• ...  then:

o  Open to view it:

You will only be able to edit a listed timesheet if this is permitted through your Login Profile.

o  Delete to remove it.

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• Check against one or more entries and click the Approve/Unapprove/Disapprove button to change the approval status

•Resource, Department or Role name to amend the relevant record.

•Project to access project details

•Any displayed hours to view the corresponding timesheet entry.