Hours are approved before they become cost
Who is involved
| Role | What they do |
|---|---|
| Project member | Times or logs the work and submits the week. |
| Approver | A project manager, manager or accountant who holds the approve-time right approves the hours or sends them back. |
| Accountant | Reads the project's cost once hours are approved. |
Step by step
- Project member
Presses play on a task, works, then presses stop.
What they see:The hours are written as a draft entry and a message says how much.
- Project member
Opens Timesheets, reviews the week and presses Submit.
What they see:The draft entries show as submitted.
- Approver
Opens the project's Time entries tab.
What they see:The submitted rows are listed with Approve and Reject buttons.
- Approver
Approves the entries, or sends one back with a reason.
What they see:Approved hours are locked; a sent-back entry shows as rejected.
- Project member
Opens Timesheets again.
What they see:Sees each entry as approved or rejected.
- Accountant
Opens the project's profit and loss.
What they see:Approved hours appear as cost and billable value once accounting has priced them.
Who is told what
No alert is sent to approvers when hours are submitted, so approvers check the Time entries tab. The member sees the decision on their timesheet.
Related
- Project Management
- Accounting & E-Invoicing
- A budget, milestone, baseline or contract change is approved
- A client follows progress without a login
- A comment reaches the person doing the work
- One confirmation gives each owner a to-do and a project task
- People's skills decide who can be offered for a project
- Team workflows