Hi Jason,
This post is from Dale Howard a fellow MVP and one of the most experienced
Project Server gurus I know. He has created a very clever way of having
multiple timehseet approval processes. This may be what you are after: Here
it comes
---post from Dale Howard----
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.
