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STAGE 2: Setting up Project Managers

This is Stage 2 of the Approval process in Coretime.

For full details, see Time and Expense Approval.

Before an employee can carry out project manager tasks, he/she needs to be:

Giving an Employee Project Manager System Access

  1. Open the Edit view in the left-hand pane.
  2. Click Employees in the left-hand pane.
  3. The Employees window opens in the main workspace. Select the relevant employee and click EDIT.
  4. Open the User Profile section.
  5. Select the Project Manager Approval (Time) checkbox.
  6. Deselect No restrictions (View all Clients/Projects). This ensures that the project manager can see only the projects they manage in the project list and in reports.
  7. Click Submit.

This employee can now approve time and expenses as a project manager.

Adding an Employee to the Project Manager project analysis group

  1. Open the Utilities view in the left-hand pane.
  2. Click Analysis in the left-hand pane.
  3. Click Project Analysis in the left-hand pane.
  4. Select Project Manager in the Groups drop-down list.
  5. Click New Project Analysis.
  6. In the Employee drop-down list, select the employee you want to make a project manager.
  7. Click Submit.

You have added an employee to the project manager list.

Assigning a Project Manager to a Project

  1. Open the Edit view in the left-hand pane.
  2. Click the Projects view in the left-hand pane.
  3. The Projects window opens in the main workspace. Select the project to which you wish to assign the project manager, and click EDIT.
  4. Open the Analysis Groups tab.
  5. Select a project manager in the Project Manager drop-down list.
  6. Click SUBMIT.

You have assigned a project manager to the project.

 

Next Step

Now you are ready to move on to STAGE 3: Setting up Supervisors.

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