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Accept and edit time reports

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Accepting time reports is needed for:

  • Updating project's resource forecasts
  • Preventing users from editing time reports

Acceptance does not effect:

  • Invoicing - also time reports in reported status will be collected for invoicing
  • Users time balance

Acceptance can be done by

  • project managers
  • superiors
  • automatically every night (can be changed for every week or some other time period) - see individual project's Overview -> Settings for automatic acceptance

Only project managers, project editors and other users with access rights to edit all projects can accept time reports or "open" (= undo acceptance) accepted time reports. Superiors can have access right to accept their employees reports fromReports -> Update reports -> Time report acceptance -report.

Accepting time reports is done from either each projects project space -> Hours --tab by selecting the time reports you want to accept and clicking the "Accept selected" -tool.

All reports in the list can be selected or unselected by clicking the checkbox in the list heading. Acceptance can be cancelled by selecting the time reports and clicking "Undo acceptance for selected" -tool.

Acceptance for multiple project at a time can be done in the Reports -> Update reports -> Time report acceptance -report.

Editing time reports can be done by

  • by user him self from Time sheet or Time list (if time reports are not already accepted)
  • by other users with so called "secretary rights" from Time sheet or Timer form. "Secretary right" means that users can see a filter in the Time sheet or Time list for selecting which user's time reports they want to view. If time reports are already accepted, acceptance must be undone first.
  • by users who have edit rights to project space's Hours-tab. Here user can edit the invoice comment and billable hours only. These do not affect user's time balance, only what amounts will be invoiced.



Acceptance for multiple project at a time

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project project Delete
psa psa Delete
erp erp Delete
timereporting timereporting Delete
projectmanagement projectmanagement Delete
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Sivun liitetiedostot

  Name Size Creator Creation Date Comment  
PNG File image016.png 29 kB Admin [PlanMill] Jan 29, 2011 08:55    
PNG File image014.png 141 kB Admin [PlanMill] Jan 29, 2011 08:55    
PNG File Update report_Time report acceptanc... 82 kB Titta Suonio [PlanMill] Feb 16, 2012 09:59