Home > CPS Cross Post, Lester Lovelock, Office 365, Project Server, Project Server 2013 > Timesheet Managers in Project Server 2013

Timesheet Managers in Project Server 2013

Quick Recap

One of the new features in Project Server 2013 was to do with Timesheet Managers – i.e. those that approve timesheets. In previous versions of Project Server, this was controlled via the “Accept Timesheets” permission, but the functionality has now been split out into a new section under Server Settings (PWA Settings if you haven’t added Server Settings to the Quick Launch).

 

Here’s the old 2010 group permissions:

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And the new 2013 group permissions:

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There are a couple of other permissions missing from the group permissions in 2013, but I won’t cover those in this post.

The Technet article about permissions for 2013 appears to be out of date (still listing the ‘Accept Timesheets’ permission), but it works as a good overview of the permissions required:

http://technet.microsoft.com/en-us/library/cc197631(v=office.15).aspx

Setting Permissions

There are two methods for timesheet approval within Project Server 2013 – fixed approval, which will turn timesheets in to the resource’s designated timesheet manager, or non-fixed approval, which allows the resource to choose the next approver for the timesheet. This method allows for the approval chains that were available in Project Server 2010.

 

To set up fixed approval routing – navigate to Server Settings > Timesheet Settings and Defaults and make sure you have checked the ‘Fixed Approval Routing’ option:

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When submitting a timesheet with this mode on, the submission screen will look like this:

image

 

Disabling fixed approval routing will cause the timesheet submission screen to prompt for the next approver for the timesheet:

image

 

Timesheet Managers

OK, so how do people appear in the list of approvers for timesheets? Well, there’s a new menu option in Project Server 2013 under Server Settings > Timesheet Managers:

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Simply add users to this list by clicking “Add Manager:

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Setting up Multiple Approvers

If you wanted to set up an approval chain so that you have, in effect, timesheet reviewers who then forward the timesheet on for approval, this is done via permissions. Because this is a category permission, you could control which groups of users’ timesheets can be approved or not. This might be useful if you wanted only a subset of resources to review timesheets for another set of resources. This could be useful for reviewing contractor timesheets, for example.

Against the group that you want to have as timesheet reviewers, make sure that the ‘Approve Timesheets’ permission is NOT set for the relevant category. In my example below, this group could approve timesheets for all current and future resources (from the My Organization category).

image

The above settings would make this group of users able to review all timesheets in Project Server, assuming they have been selected as the approver if you have not turned on fixed approval routing.

 

Note: There does appear to be a small bug with the label when using multiple timesheet approvers at the minute. This will manifest as the following:

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The text says <% <%$Resources:PWA,ADMIN_ADDMODIFYUSER_BROWSE%>>

Nothing to worry about, just a label bug Smile

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  1. May 20, 2014 at 13:43

    Giles – great post, if a person is the timesheet manager for other resources but is not their own timesheet manager is it correct to assume that if they are permitted to approve timesheets that the timesheets they receive and approve will not go on upwards to their ownTimesheet Manager? In effect breaking multiple approvers that was possible in 2010 by virtue of Timesheet Manager definition. From my reading of this post “Fixed Approval Routing” has no bearing on this privilege. In effect I can approve timesheets submitted to me but cannot approve my own timesheet and only my submitted timesheet goes to my timesheet manager for approval.

  1. July 29, 2013 at 11:03

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