Approving or Rejecting Time Using the Approve Time Sheets Portlet

The Approve Time Sheets portlet can be configured to allow approvers to review, then approve or reject submitted time. See Figure 3-1. Approve Time Sheets portlet (click the Maximize link to display any more time sheets not shown in this view and to display the Export to Excel link). This portlet functions the same way as the Approve Time page (see Approving or Rejecting Time Using the Approve Time Page).

Figure 3-1. Approve Time Sheets portlet

Note: To view cost data in the Approvable Line Costs column, you must have the View Project, Program, and Time Sheet Cost Data access grant. This cost data is the total cost that you can approve on that time sheet.

Total Time on a time sheet can be more than Time to Approve if you are not an approver for some of the lines on the time sheet.

To use this portlet to approve or reject time sheet lines from time sheets:

  1. Log on to PPM.

  2. If necessary, personalize your PPM Dashboard to include the Approve Time Sheets portlet.

  3. To specify portlet filter criteria for the list of time sheets to approve, click the Edit icon and edit the preferences as you would for any portlet.

    The portlet filter criteria are the same as on the Approve Time page (see step 3 in Approving or Rejecting Time Using the Approve Time Page), with the addition of an option to display on the portlet a summary of the portlet preferences you specified.

    The portlet includes all the time sheets for which you can approve one or more time sheet lines.

  4. If you want to approve or reject all the submitted time in one or more time sheets, do the following.

    1. Select check boxes for the time sheets of interest (or select Check all).

    2. Click Approve or Reject.

      The Approve Time Sheets portlet is refreshed. The status of the time sheet lines in the time sheets you approve or reject becomes Approved or Rejected accordingly.

  5. If you want to approve or reject particular time sheet lines, do the following.

    1. Open the time sheet by clicking its link in the Time Period - Time Sheet - # column.

    2. Select the desired check boxes for particular time sheet lines in the time sheet.

      If items are grouped, their group names (headings) also have check boxes, and selecting the check box for a group name selects all of its subordinate work items.

    3. Click Approve or Reject.

      The status of the time sheet lines you approve or reject becomes Approved or Rejected accordingly.

      If all the time sheet lines on a time sheet (including those that have other approvers) have now become Approved, the time sheet status becomes Approved.