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Control

Description

Any resourceAnyone can enter time, excluding resources with the limited access flag enabled who must have an assigned role

Resources assigned to a role

Only resources that are explicitly requested or booked to this project can submit hours. Even if the number of hours is zero. This is useful when you have a specific team and only that team should be working on this project.

Resources in cost centerAny resource under the specified cost center as of today, can enter time. Excluding resources with the limited access flag enabled who must have an assigned role.

Resources may report time only to assigned tasks

This setting is only available if the Detailed Task Management checkbox is ticked under the Project Management section (see further down in this help document for a fuller explanation). When ticked, only resources who are assigned to a particular task can submit time against it.

Require Descriptions on Timecards

All resources must include a description for each time card submitted. Time cards without descriptions will be automatically rejected and returned to the resource for correction.

Open for Time

Allow time to be reported for work done on this project. By default, the current stage determines this setting. However, you can override the setting if need be.

Open for Time Transfers

Allow time cards to be transferred onto this project. By default, the current stage determines this setting. However, you can override the setting if need be.

Time Approvers

Open the drop-down menu to choose who will be responsible for approving time cards submitted to this project.

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  • The project's acting PM team – This includes the engagement manager, the project manager, and those granted permission to act as the project manager in the Permissions section.  You will see the names of those people who Can Act a PM, as determined in the Project-specific Permissions section.
  • Engagement manager – Only the Engagement Manager, as determined on the Engagement Info tab of the Project Editor.
  • Project manager – Only the Project Manager.
  • Project manager for team, engagement manager for PM – Project manager can approve time for team members while the engagement manager must approve time for the project manager.
  • Resource-based approver(s)Designated time approver for resource or cost center – Includes the following people
  • None (automatically approved) - time cards are immediately approved on submission
  • Can Act As PMs - The list will also populate with specific user names based on who Can Act as PM
  • <<Find approver>> – Choosing this option will open the Find Approver form, allowing you to choose a specific user to be the time approver for this project.


Tip

See our Time and Expense Approval article for a detailed walk-through of time approvals and configuration.


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