Timesheet Approvals widget
Description
Resource managers can use the Timesheet Approvals widget to quickly view the timesheets that await their approval and then approve or reject those timesheets. This widget is available for both Portfolios and PPM Pro users.
Timesheet Approvals widget
This widget displays information about the timesheets for the last two months that need your approval. Using the widget, you can approve or reject timesheets for individual resources for single time periods or for multiple resources across multiple time periods.
It can be configured to appear in Planview.Me or in Planview Portfolios on the Overview tab on My Overview.
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For more information about the Overview tabs in Planview Portfolios, see Using Planview.Me views in Planview Portfolios.
Available functionality
Users with the required time approval permissions and user role features who are responsible for approving timesheets, such as project managers and resource managers, can perform the following procedures.
How-to video
NOTE
The Timesheet Approvals widget only displays data for which you have the appropriate permissions and user role features.
To approve a single timesheet without reviewing the time reported:
Click 
to approve the selected timesheet.
To reject a single timesheet without reviewing the time reported:
Click 
to reject the selected timesheet.
NOTE
If remarks are enabled, enter the reason why you are disapproving the timesheet in the Remarks box, then click Reject.
To review time reported and approve or reject a timesheet:
- Click the timesheet you want to review.
- Review the hours reported—and any existing remarks—for each work item by clicking
next to Total hours. - Approve or reject the time reported for each work item by performing one of the following actions:
- Select Approve next to each work item that you want to approve.
- Select Reject next to each work item that you want to reject. If remarks are enabled, enter the reason why you are disapproving the time reported for that work item in the Remarks box that appears.
- To quickly approve or reject all of the time reported for the selected timesheet, select Approve all or Reject all. If you reject all and if remarks are enabled, enter the reason why you are disapproving the timesheet in the Remarks box.
- Click Submit.
To quickly approve or reject multiple timesheets at once:
- Press Ctrl while clicking one or more timesheets.
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You can also press Shift while selecting a range of timesheets.
- Select Approve selected or Reject selected to approve or reject all of the selected timesheets. If remarks are enabled and you reject the timesheets, enter the reason why you are disapproving them in the Remarks box.
- Click Submit.
To display timesheets for a different portfolio or resource:
Click 
and then select a portfolio or resource name.