Skip to main content
Planview Customer Success Center

Managing Resource Time - Time Admin

Note: This screen is available to members of the Timesheet Manager standard group only.

The Organization/Manage Time & Expense/Resource Time screen provides access to users' timesheets to members of the Timesheet Manager group (aka "Time Manager"). This screen lists users/timesheets that meet the filter criteria. 

Members of the Timesheet Manager group can:

  • Create, Edit, and Delete timesheet entries

  • Edit Internal and Billable rates for entries on fully approved timesheets (if your organization is using the Billing feature)

  • Submit timesheets

  • Unsubmit timesheets that have not been through final approval

  • Approve or Reject submitted timesheets

  • Reverse Approved Timesheets (re-open for user editing)

Using the Manage Resource Time page

Use the ad-hoc filter at the top of the page to determine which users and timesheets appear. Note that the filter supports both timesheet and resource entities, so you can build a filter for a specific timesheet/resource combination. Configure the timesheet date range by selecting a Start Date and the number of period going forward from which to display timesheets. If you sort by Name, notice that the records are grouped and the names are not repeated; you can hover your cursor over a "blank" Name cell and see the user's name (see screenshot below).

To view/edit a timesheet, double-click the row or select it and click the Edit button. The timesheet will open in a new tab.

time_admin.png

To approve/reject/submit/unsubmit a timesheet, select the record and choose the appropriate option from the Actions menu. Note that you can unsubmit timesheets that have not been fully approved.

To edit a user's timesheet:

The Time Manager can access a resource's timesheet from Organization/Manage Time & Expense/Resource Time to make edits to it or to Submit/Reject/Approve.

1.      Navigate to Organization/Manage Time & Expense.

2.      Double-click the timesheet or select the timesheet and choose Edit from the right-click menu.

3.      The timesheet opens in a new tab.

time_god_view.png

4.      Make the appropriate edits. 

Normalizing Costs

If your organization is using the Normalize Costs feature, the Time Manager can manually normalize costs by choose Actions > Normalize Costs.

Viewing Rates

If the Time Manager is a member of the Internal Cost and Billing Rate groups, the user's rates will be viewable and editable (if you don't see the rates, click the expand/collapse control next to an entry, or choose Actions > Expand All).

Adding Notes

The Time Manager can add a Time Admin note, which will appear in the Notes panel. All actions taken by the Time Manager will also appear in the History window.