Open topic with navigation

STAGE 4: Project Manager Approval

A project manager can approve time, expenses and outlay made in their projects by users NOT under their supervision.

Suppose that Bill Carr, a member of the R&D Department, is asked to do work on a project belonging to the HR Department.

Bill's supervisor in R&D does not have access to the details of the project belonging to HR.

So it is the role of the HR project manager to approve Bill's time and expense/outlay entries in the project.

The HR project manager carries out the following steps:

1. Open the left-hand pane's Time view.
2. Click Approval in the left-hand pane.
3. The Project Manager Approval for window opens. In the drop-down list at the top of the window, select the type of item you want to review and approve/reject:
   • Time
   • Expenses/Outlays
4. Select the relevant client and project.
5. Select the relevant week in the top right-hand corner.
6. The relevant time or expense/outlay entries in the relevant week are listed. Select the App checkbox of each entry you want to approve. Select the Rej checkbox of each entry you want to reject.
7. Click the Approve Time or Approve Expenses button, as appropriate. This carries out the approvals and rejections you have selected. (You need to provide a reason for each rejection.)
8. Click OK to confirm that you want to proceed with the approvals and rejections.

The approved entries are removed from the list.

The rejected entries remain, but now only have an App checkbox. They are marked with a thumbs-down symbol on the timesheet screen.

If you now open the Summary screen of an employee whose entries were approved, the relevant entries will be marked with a key icon.

Next Step

Now you are ready to move on to STAGE 5: Supervisor Approval.

Go to top