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Planview Customer Success Center

Timesheet Approvals

Timesheet Approvals

This page describes approvals for Timesheets and includes the following sections:

Click here to see the latest updates about Timesheet approvals.

About Timesheet Approvals

The Approvals module is designed for managers (and managers of managers) as a personal view listing of all Timesheet entries submitted by employees for approval, either by employees directly managed by you (or by your manager) or resources assigned to work items in projects you manage.

Approving a Timesheet is a contributing factor for completing a work item’s life-cycle , where the Timesheet updates a work item's actual efforts within projects. Once approval is granted, the hours are reflected in the related project and percentage complete is shown on individual work items.
Reopening a submitted or approved Timesheet entry enables making additional changes or corrections.

Viewing Submitted, Unsubmitted or Approved Timesheets

  1. From the Navigation Panel , click Approvals. The Approvals module opens in Timesheets mode (DEFAULT) .
  2. Open the Show dropdown menu to toggle between Submitted , Unsubmitted or Approved.

The module shows the Timesheet(s) of the selected status type.

Selecting Time Range to View

  1. Open the Timesheets for dropdown menu to select the time range to view. The menu has the following options:
    • All
    • Last Week
    • This Week
    • Last Month
    • This Month
    • This Year
    • Custom ​

The module shows the Timesheet(s) for the selected time range.

Viewing ‘People’ or ‘Customers and Projects View’

  1. Open the Column Set dropdown menu to select People or Customers and Projects View .

The module shows the Timesheet(s) according to the selected column set.

Approving Timesheets

  1. From the Navigation Panel , click Approvals. The Approvals module opens in Timesheets mode (DEFAULT) .
  2. Select Submitted from the Show dropdown menu; ​ 
  3. Select the time range of Timesheets intended to view.
  4. Select People or Customers and Projects View.
  5. Once timesheet(s) of the selected column set for the selected time range are displayed, you can select a timesheet to approve.
    • Click on a row to select a single timesheet.
    • Click and drag to select multiple timesheets.
    • Hold the ctrl button and click to select multiple, non-consecutive timesheets.
  6. From the Approve dropdown menu, select Approve.

The selected Timesheet(s) is/are approved. You can also approve timesheets from their detail pages. 

Note: The options to Submit for Approval and Reopen are valid when Unsubmitted or Approved are selected from the 'Show:' drop-down menu.

Printing Timesheets

  1. Perform steps from the above procedures to view submitted, unsubmitted or approved Timesheets, select the time range and to approve Timesheets in order to select the Timesheets intended for printing.
  2. Click Print Approvals. The browser's print dialog opens.
  3. Configure as necessary, and click Print.

The selected Timesheet(s) is/are printed.