Managing Team Timesheets

As a line manager you can access everything related to your team's allocations, timesheet approvals and timesheet performance be selecting Team Items under the My Items menu.

Team Resourcing & Forecast

The Team Resourcing & Forecast section displays the project monthly allocation for all team members for the current fiscal year. Use the year toggle to change the fiscal year view.

Team Allocations

This section displays the team allocation broken down by project. If a resource is over allocated, the monthly total allocation will be displayed in red. Click on the team member name to send them a message or navigate to their profile. Click on the project name to send the project a message, open the project workspace, view the project health report or financials.

By default, this component displays your direct reports only. Click on the View drop dropdown (top right) and select Expand All to see the project allocation for your entire team.

Timesheet Performance

The Timesheet Performance section shows the list of missing timesheets for your direct reports. Just click on a  timesheet week to open it.

If a team member is 'missing' from this view - check with your administrator that they have not been set as timesheet exempt!

Approvals

From here you can review and approve, or request amendment, of your timesheet approval requests

Timesheet Overview

All team members who need to submit timesheets are listed in this table with the status of their timesheets for each week. You can navigate backwards and forwards in time by selecting the  icon either side of the dated columns. Click on a timesheet status icon to open it.

Note that team managers can submit timesheets on behalf of their resources. 

The list of possible status values for timesheets in this view is as follows:

	Not started - The timesheet for the period has been created but not yet accessed or edited by the user.
	Open - The timesheet has been opened, and time entries may have been started but not submitted.
	Submitted - The resource has completed and submitted the timesheet, awaiting approval from the designated approver.
	Amend - The approver has requested changes, sending the timesheet back to the user for revisions.
	Amended - The resource has made the necessary changes and resubmitted the timesheet for approval.
	Approved - The timesheet has been reviewed and approved; no further action is required.
	Timesheet is locked and cannot be edited
	Timesheet not required. Resource has not joined yet, has left the organisation or is on leave.

You can learn more about timesheet statuses in this article.

Team managers can send timesheet reminders to the resources who have not completed their timesheets. To send the timesheet reminders, navigate to the Timesheet Overview section and hover over the week you want to send a reminder for. An envelop icon will be displayed. Click on the icon to send the reminders for the selected week.

Exporting Timesheets

To export timesheet data to Excel, simply select the Export Timesheets link under the Tools section on the left hand navigation. 

• Select Export to Excel and choose Timesheets.

• In the dialog box, define the start and end dates for the report.

• Choose to either Download the report immediately or have it Emailed to you.

Please refer to this article for a comprehensive breakdown of the Timesheet export file, including its structure and the description of each data field.