Hi,

I have setup a Timesheet Approval rule that identifies the Project Manager as the approver of the timesheet.  Our programmers are assigned Tasks on multiple Projects.  Quite often the Projects may be managed by different Project Managers.

Here's my overall question:  Is Daptiv smart enough route the correct portion of the timesheet to the proper Project Manager and then consider it approved only when all Project Managers involved in the timesheet have approved their "portion" of the timesheet?

Example:  Programmer P has been assigned Tasks AA1 and BB1 for the week.  Task AA1 is part of Project AA which is managed by Project Manager A.  Task BB1 is part of Project BB which is managed by Project Manager B.  Programmer P completes his work, charges time to both tasks and submits the timesheet. 

When approving the timesheet, I would like for Project Manger A to see only Task AA1 and for Project Manager B to see only Task BB1.  I would also expect that Programmer P's timesheet would not be considered approved unless both Tasks AA1 and BB1 are approved.

Thanks in advance for your attention.

\cbf 

Yes, and you have set part of it up already by allowing the permission of the PM to approve the project timesheet (of non-supervised users).  The 2nd part is to go into the timesheet approval routing and set that up:

Admin>Enterprise Settings>Timesheet Approval Settings>Create New Approval Role

Select the first option: "Project Timesheet Approvers – Project members with the "Can Approve Project Timesheet Work Entries" permission (usually the Project manager). The submitted timesheet must include work entries for tasks in the approver’s Project."

and choose the "All must approve" radio button.

I've run into a bit of a problem with this.  I followed the above suggestions but there are actually 2 places where you are prompted for "All" or "Any".

Allow me to explain:  The first page of the Approval Rule Wizard shows the following:

Select Approver Types:

Project Timesheet Approvers - Project members with the "Can Approve Project Timesheet Work Entries" permission (usually the Project Manager).  The submitted timesheet must include work entries for tasks in the approver's Project.

You must select one of the following: 

"Any may approve"

--- OR ----

"All must approve"

The next page is entitled "Approval Rule Summary".  It shows the Approver Types I just selected.  Since I selected "All must approve" it first shows what I selected on the previous page:

"Selected Approver Types  Project Managers - All must approve"

Then it prompts me to make another choice (this is where I get confused):

"Timesheet must be 'Approved' by all Approver Types above for this rule to be satisfied"

---- OR ----

"Timesheet may be 'Approved' by any of the Approver Types above for this rule to be satisified"

I selected the first item on this page. 

Here's what happened:  for each project, EVERYONE on the project, i.e. both Members and Managers, were asked to approve all timesheets submitted for the project.  That is, for a given project both Members and Managers have to approve the timesheet of everyone on the project except themselves.

The amazing part of all of this is that none of Members have the ability to approve timesheets.

\cbf