Is it possible to have Two Timesheet Manager?

J

Jyoti Kherwa

hi,
I have requirement to approve timesheet by practice manager as well as
resource manager.Is it possible to have two timesheet approval managers?.
I am working on project Server 2007.

Thanks and Regards,
Jyoti Kherwa
 
M

Marc Soester [MVP]

Hi Jyoti,

sorry that is not possible, but what you can do is have a flexible workflow.
This will allow you to forward the timesheet to more then one person.
I hope this helps
 
R

Robert

Hi Marc,

If there is only one Timesheet Manager, what is the use of the "Previous
Approver" column we can find in the Timesheet Approvals page of PWA 2007 ?
Thanks for your explanations.

Robert
 
D

Dale Howard [MVP]

Jyoti --

Contrary to what you have been told in this newsgroup, you can set up a
"chain" of multiple Timesheet approvers, but you cannot do it using the
default settings in Project Server. In fact, the settings to do this are
totally non-obvious and non-intuitive. To make this happen , your Project
Server administrator will need to do a little custom configuration to the
system. Before I show you how to set up the chain of approvers, consider
the following list of people:

Mickey Cobb (senior manager)
George Stewart (resource manager)
Cindy McNair (team member)

In the preceding list, Cindy McNair must submit her Timesheet to George
Stewart for approval. Once approved, George Stewart must submit Cindy
McNair's timesheet to Mickey Cobb for final approval. To set up this
process, the Project Server administrator must create a new custom Group
named something like Timesheet Reviewers using the following steps:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Click the New Group button.
4. Name the Group something like Timesheet Reviewers.
5. Add George Stewart to the new Group.
6. In the Categories section, add the My Resources category to the list on
the right.
7. In the Permissions for My Resources grid, select the Resource Managers
template and click the Apply button.
8. In the Permissions for My Resources grid, DESELECT the Allow option for
the Approve Timesheets permission (DO NOT select either Allow or Deny; leave
them both unchecked).
9. In the Global Permissions grid, select the Resource Managers template
and then click the Apply button.
10. Click the Save button.

The above set of steps allows George Stewart to accept Timesheets from his
resources and give interim approval to Timesheets. IMPORTANT NOTE: If
George Stewart is also in the Resource Managers group, the Project Server
administrator MUST remove him from the Resource Managers group.

Next, the Project Server administrator must set up the "chain" of approvals
as follows:

1. Navigate to the Resource Center page.
2. Select Mickey Cobb, George Stewart, and Cindy McNair.
3. Click the Edit Details button.
4. For Mickey Cobb, add her to the Resource Managers group and the
Executives group, and then click the Save and Continue button.
5. For George Stewart, add him to the Timesheet Reviewers group and set
Mickey Cobb as his Timesheet Manager.
6. Click the Save and Continue button.
7. For Cindy McNair, set George Stewart as her Timesheet Manager, then
click the Save button.

Adding Mickey Cobb to the Resource Managers group makes her the final
Timesheet approver. Adding George Stewart to the new Timesheet Reviewers
makes him an interim Timesheet approver who must submit the Timesheet to
Mickey Cobb for final approval. Therefore, using the above customization,
when Cindy McNair submits a Timesheet for approval, it goes to George
Stewart. When George approves Cindy's timesheet, it goes to Mickey Cobb for
final approval. Hope this helps.
 
D

Dale Howard [MVP]

Jyoti --

Contrary to what you have been told in this newsgroup, you can set up a
"chain" of multiple Timesheet approvers, but you cannot do it using the
default settings in Project Server. In fact, the settings to do this are
totally non-obvious and non-intuitive. To make this happen , your Project
Server administrator will need to do a little custom configuration to the
system. Before I show you how to set up the chain of approvers, consider
the following list of people:

Mickey Cobb (senior manager)
George Stewart (resource manager)
Cindy McNair (team member)

In the preceding list, Cindy McNair must submit her Timesheet to George
Stewart for approval. Once approved, George Stewart must submit Cindy
McNair's timesheet to Mickey Cobb for final approval. To set up this
process, the Project Server administrator must create a new custom Group
named something like Timesheet Reviewers using the following steps:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Click the New Group button.
4. Name the Group something like Timesheet Reviewers.
5. Add George Stewart to the new Group.
6. In the Categories section, add the My Resources category to the list on
the right.
7. In the Permissions for My Resources grid, select the Resource Managers
template and click the Apply button.
8. In the Permissions for My Resources grid, DESELECT the Allow option for
the Approve Timesheets permission (DO NOT select either Allow or Deny; leave
them both unchecked).
9. In the Global Permissions grid, select the Resource Managers template
and then click the Apply button.
10. Click the Save button.

The above set of steps allows George Stewart to accept Timesheets from his
resources and give interim approval to Timesheets. IMPORTANT NOTE: If
George Stewart is also in the Resource Managers group, the Project Server
administrator MUST remove him from the Resource Managers group.

Next, the Project Server administrator must set up the "chain" of approvals
as follows:

1. Navigate to the Resource Center page.
2. Select Mickey Cobb, George Stewart, and Cindy McNair.
3. Click the Edit Details button.
4. For Mickey Cobb, add her to the Resource Managers group and the
Executives group, and then click the Save and Continue button.
5. For George Stewart, add him to the Timesheet Reviewers group and set
Mickey Cobb as his Timesheet Manager.
6. Click the Save and Continue button.
7. For Cindy McNair, set George Stewart as her Timesheet Manager, then
click the Save button.

Adding Mickey Cobb to the Resource Managers group makes her the final
Timesheet approver. Adding George Stewart to the new Timesheet Reviewers
makes him an interim Timesheet approver who must submit the Timesheet to
Mickey Cobb for final approval. Therefore, using the above customization,
when Cindy McNair submits a Timesheet for approval, it goes to George
Stewart. When George approves Cindy's timesheet, it goes to Mickey Cobb for
final approval. Hope this helps.
 
D

Dale Howard [MVP]

Jyoti --

Contrary to what you have been told in this newsgroup, you can set up a
"chain" of multiple Timesheet approvers, but you cannot do it using the
default settings in Project Server. In fact, the settings to do this are
totally non-obvious and non-intuitive. To make this happen , your Project
Server administrator will need to do a little custom configuration to the
system. Before I show you how to set up the chain of approvers, consider
the following list of people:

Mickey Cobb (senior manager)
George Stewart (resource manager)
Cindy McNair (team member)

In the preceding list, Cindy McNair must submit her Timesheet to George
Stewart for approval. Once approved, George Stewart must submit Cindy
McNair's timesheet to Mickey Cobb for final approval. To set up this
process, the Project Server administrator must create a new custom Group
named something like Timesheet Reviewers using the following steps:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Click the New Group button.
4. Name the Group something like Timesheet Reviewers.
5. Add George Stewart to the new Group.
6. In the Categories section, add the My Resources category to the list on
the right.
7. In the Permissions for My Resources grid, select the Resource Managers
template and click the Apply button.
8. In the Permissions for My Resources grid, DESELECT the Allow option for
the Approve Timesheets permission (DO NOT select either Allow or Deny; leave
them both unchecked).
9. In the Global Permissions grid, select the Resource Managers template
and then click the Apply button.
10. Click the Save button.

The above set of steps allows George Stewart to accept Timesheets from his
resources and give interim approval to Timesheets. IMPORTANT NOTE: If
George Stewart is also in the Resource Managers group, the Project Server
administrator MUST remove him from the Resource Managers group.

Next, the Project Server administrator must set up the "chain" of approvals
as follows:

1. Navigate to the Resource Center page.
2. Select Mickey Cobb, George Stewart, and Cindy McNair.
3. Click the Edit Details button.
4. For Mickey Cobb, add her to the Resource Managers group and the
Executives group, and then click the Save and Continue button.
5. For George Stewart, add him to the Timesheet Reviewers group and set
Mickey Cobb as his Timesheet Manager.
6. Click the Save and Continue button.
7. For Cindy McNair, set George Stewart as her Timesheet Manager, then
click the Save button.

Adding Mickey Cobb to the Resource Managers group makes her the final
Timesheet approver. Adding George Stewart to the new Timesheet Reviewers
makes him an interim Timesheet approver who must submit the Timesheet to
Mickey Cobb for final approval. Therefore, using the above customization,
when Cindy McNair submits a Timesheet for approval, it goes to George
Stewart. When George approves Cindy's timesheet, it goes to Mickey Cobb for
final approval. Hope this helps.
 
D

Dale Howard [MVP]

Jyoti --

Contrary to what you have been told in this newsgroup, you can set up a
"chain" of multiple Timesheet approvers, but you cannot do it using the
default settings in Project Server. In fact, the settings to do this are
totally non-obvious and non-intuitive. To make this happen , your Project
Server administrator will need to do a little custom configuration to the
system. Before I show you how to set up the chain of approvers, consider
the following list of people:

Mickey Cobb (senior manager)
George Stewart (resource manager)
Cindy McNair (team member)

In the preceding list, Cindy McNair must submit her Timesheet to George
Stewart for approval. Once approved, George Stewart must submit Cindy
McNair's timesheet to Mickey Cobb for final approval. To set up this
process, the Project Server administrator must create a new custom Group
named something like Timesheet Reviewers using the following steps:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Click the New Group button.
4. Name the Group something like Timesheet Reviewers.
5. Add George Stewart to the new Group.
6. In the Categories section, add the My Resources category to the list on
the right.
7. In the Permissions for My Resources grid, select the Resource Managers
template and click the Apply button.
8. In the Permissions for My Resources grid, DESELECT the Allow option for
the Approve Timesheets permission (DO NOT select either Allow or Deny; leave
them both unchecked).
9. In the Global Permissions grid, select the Resource Managers template
and then click the Apply button.
10. Click the Save button.

The above set of steps allows George Stewart to accept Timesheets from his
resources and give interim approval to Timesheets. IMPORTANT NOTE: If
George Stewart is also in the Resource Managers group, the Project Server
administrator MUST remove him from the Resource Managers group.

Next, the Project Server administrator must set up the "chain" of approvals
as follows:

1. Navigate to the Resource Center page.
2. Select Mickey Cobb, George Stewart, and Cindy McNair.
3. Click the Edit Details button.
4. For Mickey Cobb, add her to the Resource Managers group and the
Executives group, and then click the Save and Continue button.
5. For George Stewart, add him to the Timesheet Reviewers group and set
Mickey Cobb as his Timesheet Manager.
6. Click the Save and Continue button.
7. For Cindy McNair, set George Stewart as her Timesheet Manager, then
click the Save button.

Adding Mickey Cobb to the Resource Managers group makes her the final
Timesheet approver. Adding George Stewart to the new Timesheet Reviewers
makes him an interim Timesheet approver who must submit the Timesheet to
Mickey Cobb for final approval. Therefore, using the above customization,
when Cindy McNair submits a Timesheet for approval, it goes to George
Stewart. When George approves Cindy's timesheet, it goes to Mickey Cobb for
final approval. Hope this helps.
 
D

Dale Howard [MVP]

Marc --

It's new knowledge that we all need to learn how to handle. I did the
research first to confirm that it works. I will eventually write up an FAQ
about how to do it and post it on our Project Server Experts site.

The trick in setting up the "chain" of approvers is that all "interim"
Timesheet approvers cannot have the Approve Timesheet permission. Instead,
they have the Review Timesheet permission which allows them to review a
timesheet, approve it, and send it on to the next approver. Only the FINAL
approver should have the Approve Timesheet permission, as Project Server
2007 assumes that the person with that permission is the "end of the line"
so to speak, and stops the Timesheet approval process with that person.
Hope this helps.
 
J

Jyoti Kherwa

Thanks a lot for your response .

Dale Howard said:
Jyoti --

Contrary to what you have been told in this newsgroup, you can set up a
"chain" of multiple Timesheet approvers, but you cannot do it using the
default settings in Project Server. In fact, the settings to do this are
totally non-obvious and non-intuitive. To make this happen , your Project
Server administrator will need to do a little custom configuration to the
system. Before I show you how to set up the chain of approvers, consider
the following list of people:

Mickey Cobb (senior manager)
George Stewart (resource manager)
Cindy McNair (team member)

In the preceding list, Cindy McNair must submit her Timesheet to George
Stewart for approval. Once approved, George Stewart must submit Cindy
McNair's timesheet to Mickey Cobb for final approval. To set up this
process, the Project Server administrator must create a new custom Group
named something like Timesheet Reviewers using the following steps:

1. Log into PWA with administrator permissions.
2. Click Server Settings - Manage Groups.
3. Click the New Group button.
4. Name the Group something like Timesheet Reviewers.
5. Add George Stewart to the new Group.
6. In the Categories section, add the My Resources category to the list on
the right.
7. In the Permissions for My Resources grid, select the Resource Managers
template and click the Apply button.
8. In the Permissions for My Resources grid, DESELECT the Allow option for
the Approve Timesheets permission (DO NOT select either Allow or Deny; leave
them both unchecked).
9. In the Global Permissions grid, select the Resource Managers template
and then click the Apply button.
10. Click the Save button.

The above set of steps allows George Stewart to accept Timesheets from his
resources and give interim approval to Timesheets. IMPORTANT NOTE: If
George Stewart is also in the Resource Managers group, the Project Server
administrator MUST remove him from the Resource Managers group.

Next, the Project Server administrator must set up the "chain" of approvals
as follows:

1. Navigate to the Resource Center page.
2. Select Mickey Cobb, George Stewart, and Cindy McNair.
3. Click the Edit Details button.
4. For Mickey Cobb, add her to the Resource Managers group and the
Executives group, and then click the Save and Continue button.
5. For George Stewart, add him to the Timesheet Reviewers group and set
Mickey Cobb as his Timesheet Manager.
6. Click the Save and Continue button.
7. For Cindy McNair, set George Stewart as her Timesheet Manager, then
click the Save button.

Adding Mickey Cobb to the Resource Managers group makes her the final
Timesheet approver. Adding George Stewart to the new Timesheet Reviewers
makes him an interim Timesheet approver who must submit the Timesheet to
Mickey Cobb for final approval. Therefore, using the above customization,
when Cindy McNair submits a Timesheet for approval, it goes to George
Stewart. When George approves Cindy's timesheet, it goes to Mickey Cobb for
final approval. Hope this helps.
Click to expand...
 
D

Dale Howard [MVP]

Jyoti --

Did you try it? Did it work? Please let us know. And as always, you are
more than welcome, my friend! :)
 
M

Mike Mahoney

Jyoti --

Did you try it? Did it work? Please let us know. And as always, you are
more than welcome, my friend! :)









- Show quoted text -
Click to expand...

Dale

The process you describe works effectively for the mutli level
approval process, but I am struggling with basic administration. For
example how do you list "missing" time sheets, either as the second
tier mgr or as overall office administrator.

regards

Mike
 
J

Jyoti Kherwa

Hi Dale,
The approach you asked to work on ,is working fine regarding two
timesheet manager.
Now i have another query if you can help in.
This is regarding updatetimesheet.I am writing an OnUpdating eventhandler
for updating comment column in the timesheet grid.The problem is once I
update the comment using PSI ,I need to call QueueUpdateTimesheet to save the
changes in database,which leads to recursive call to eventhandler.Can you
help me how to handle this recursive eventhandling in PSI.

If you can share any code snippet to update timesheet using OnUpdating
eventhandler.

Thanks in advance.
 
D

Dale Howard [MVP]

Jyoti --

I'm glad to know the two Timesheet Manager process works for you. Regarding
your other question, you should post this in the
microsoft.public.project.developer newsgroup. Hope this helps.
 
Top