There will also be an option to only view those Projects with time awaiting your approval. Once navigating to this tab, you will see all Projects waiting for Approval. Notice there is a red icon to indicate whether or not there are Projects that are waiting for your Approval in those sections.
Or by navigating to the Timesheet Review page and choosing the Project Approvals tab from the Timesheet -> Review page. You can also review and approve Project time awaiting your approval at any point using the link that appears at the top of your Company -> Dashboard page: If you are a Project Manager set to approve Project-specific time, you will receive an email notification whenever a timesheet contains time that you need to review has been submitted for approval. Your staff can instead submit from the Timesheet View page. If staff do not see the option to "Submit" from the Week View page, that is likely because your organization is not using a weekly or biweekly timesheet model. Staff can track their time as needed, and then submit their timesheet at the end of the timesheet period. Logging Time to Projects That Require Approvalįor the staff entering time, there is no difference between logging time to a Project that requires approval and one that does not. More information on the different permission options can be found in this guide.
Please be aware that in order to check this box, the Project Manager must have the ability to "lock and approve timesheets" on their Person Details page. If Project Approvals are enabled, you will also see an additional checkbox where you can indicate that this Project Manager should approve time for this Project. Select the appropriate person from the drop-down. The drop-down will include all Managers and Administrators for your account. The Project Manager can be set on the Project's Details page, which is accessible from the Company -> Projects page and clicking on the "edit" pencil icon.įrom the Project Details page, navigate to the Project Manager section to assign a Project Manager to the Project in question. The "Project Manager" field will exist regardless of whether you are using Project Approvals.
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Please contact ClickTime Support if you are interested in a trial of the Project Approvals workflow. Project Approvals is currently only available to Premier and Enterprise customers. When time is logged to a Project that requires approval, the local Project Manager is first notified to review and approve (or reject) those time entries. Once the time entries that require Project Manager approval have been signed-off on, the timesheet as a whole is then submitted to the Timesheet Approver for final review. ClickTime Project Approvals allow for a two-tiered method of approving timesheets.
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