Activity entry validation principles
The timesheet can enter a validation process.
Validation of activity entry is :
- A way for resources to submit their completed activity entry
- A way for the project manager to validate/refuse/correct the time spent on his project
- A control point for the resource manager to validate/refuse resource entries
Validation involves two roles:
- The team member who submits his or her activity for validation and adjusts it if necessary.
- The validator who validates / modifies / rejects the timesheet
What are the different statuses?
Set up activity entry validation
Setting up a team member role
This role must be acquired at least at project level.
Team member entitlement :
Setting up aproject manager role
This role must be acquired at least in project profile.
Rights required for a project manager :
Correct a project activity entry in submitted status- Validate the project (lock activation)
Setting up a resource manager role
This role must be acquired at least in a structure profile or general role .
Rights required for the resource manager :
Check resource structure link
Beware of resource partitioning: check whether your resources are partitioned.
Position the resource manager's validation, refusal and modification rights in line with resource consultation rights.
Submit your activity report
Submitting your activity action optional. Depending on your rights and your organization, this feature may or may not be available to you.
Submitting your activity is part of a validation process and represents the first step: the timesheet is registered and submitted for validation.
Once you have completed your entry, click on the Submit.
Draft à Submitted.Validate or reject an employee's activity entry
Validating or rejecting a timesheet is subject to rights. Depending on your role , this feature may or may not be available to you.
Validate timesheet
- Check input status :
Submitted. - If your input is correct, click on Confirm.
Submitted à Validated.
Only the validator can click on Disable if any changes need to be made, and the sheet's status will return to Submitted.
Modify timesheet
- Check input status :
Submitted. - Click on
Edit to modify your entry. - Enter changes, including comments
- Enter comments.
- Click on Apply.
- Click on
Register to apply changes.
A pop-up window appears for modifications.
Refuse entry
- Click on Refuse.
- Enter an explanation in
Message in mail header. - Select the projects to point to in the mail.
- Click on Send.
A pop-up window appears.
Refused and the cells become active again.
