Based on your feedback we added a new alert to send reminder emails to users with unsubmitted/not overdue timesheets. See Late-Breaking Timesheet Alert Features for more information.
The goals for new timesheet alerts and approvals functionality was to reduce the amount of manual effort required by customers to manage time users. New capabilities help automate weekly repetitive tasks and also provide a mechanism to send one-off reminders to end users.
The Innotas 190 Standard report allows you to manually generate a report that displays the resource name, timesheet period start and end date, and timesheet status for a set of resources determined by a resource filter, for a specified date range. Once the report is generated, you can send an email to all resources listed in the report, all resources that have not started or submitted timesheets, or all resources that need to approve submitted timesheets that are awaiting approval.
We are retiring the 190 report because we now provide automated and more flexible ways to communicate with users about their timesheets, including:
In addition, you can build a custom report that replicates 190 standard report data, and can optionally augment it with the fields Total Hours, Note – Timesheet. and Last Modified. Note that this custom report can be exported to Excel.
Each technique is described below.
Scheduled Timesheet Alerts
The new timesheet alerts (Admin/Organization/Timesheet Alerts) allow you to set up automated email alerts governed by day/time and timesheet status. Alert recipients can be determined by resource filters, and there is a convenient list of CC recipients that you can use to configure any alert.
You can configure alerts that:
Note: Final Approver is the value in the standard field Final Timesheet Approver on a resource's record; PM approver is the value in the standard field Project Owner.
If an alert is scheduledto be sent at a specific time, recipients will receive a single email that lists the relevant timesheets, rather than one email for each timesheet. The recipient can click a link and go directly to the timesheet(s) in question. The example screenshot below shows the configuration screen for a scheduled alert for overdue final approval:
And here is an example of the alert:
Timesheet Approval Interface
This interface (Home/Timesheet Approvals) helps you manage resources for whom you are project or final approver (or alternate approver). The interface automatically sorts the resources into the following tabbed categories, and all of the tabs include the ability to email some or all of the resources:
You can sort the lists in each tab by status, resource, start date, or overdue indicator, to help identify resources that you would like to email.
Example: send reminder email to all resources with timesheets that are not started but are not overdue.
You can create a custom report that replicates the 190 report data
Running this report gives you the similar report that the 190 gives you, plus a drill down field. Note also that the custom report can be exported to Excel.
Example Custom Report Results
Retired 190 Report