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Updating, Scheduling, and Leveling 295

Updating Using Timesheets

For information on configuring resources to use timesheets, see the

Administrator’s Guide.

If employees are entering timesheet data using the Timesheets module, you can update activities in the Project Management module based on their timesheet entries. Use the Time Approval window to process timesheets submitted by Timesheets users.

Approve timesheets Choose Tools, Time Approval. Select the timesheet period you want to review. Depending on the timesheet approval options set in the Timesheets tab in Admin Preferences, the Privilege field contains Read Only, Project Manager, or Resource Manager. If timesheets must be approved by both the project and resource managers, both manager options will be available.

To filter timesheets by status, click the Display Options bar in the upper layout, then choose Filter By and choose a timesheet status, such as Approved or Not Submitted.

Select a timesheet period.

Lists each resource with a timesheet for the selected period

Displays the timesheet information for the selected resource and timeperiod

If you have approval privileges, select Project Manager or Resource Manager in the Privilege field. Select the resource whose timesheet you want to approve, then click Approve to update the project with activity progress or Reject to return a timesheet to a timesheets user.

The security level corresponds to the privilege type currently displayed in the Privilege field.

Primavera - Project Management

296 Part 4: Updating and Managing the Schedule

You can choose the columns of information displayed for timesheets. In the lower layout, click the Display Options bar. Choose Columns, then choose one of the predefined sets of columns, or choose Customize to select specific columns. You can also group and sort timesheet information by activity, project, WBS, or role, and you can filter timesheets to display all activities, only regular activities, or only overhead activities.

If a resource’s timesheet is unavailable, you can enter progress for assigned activities.

Primavera - Project Management