- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
1906 results
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The Timesheet Approval - Auto process is an auto-start process that begins once the resource submits his or her timesheet. This process bypasses a Resource Manager approval and allows the user to post his or her timesheet. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors: -
The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects. This happens normally, assuming a resource has their primary role populated. This process is needed if a resource or set of resources were added to projects without having their primary role filled in. -
The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects. This happens normally, assuming a resource has their primary role populated. This process is needed if a resource or set of resources were added to projects without having their primary role filled in.
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The Move Role to Team/Assignment process takes the role from the resource object and pushes that information into the team and assignment objects when the role is NULL on the team and assignment objects. This happens normally, assuming a resource has their primary role populated. This process is needed if a resource or set of resources were added to projects without having their primary role filled in.
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The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed. -
The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed.
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The Grant Booking Manager Rights to Book Resources workflow provides a resource’s Booking Manager with the rights to hard book a resource to a project. This workflow will remove unused rights, and then grant the rights needed to allow for booking of resources. The workflow also has the ability to add rights to not only the resource but also the resource manager, and resources that are assigned as proxies. If this functionality is not needed, it can easily be removed.
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The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects. -
The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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The Unlock Projects workflow process can be run through the "Execute a Process" job. The workflow will execute a query that will automatically unlock projects that have been exported / checked out for over 2 days. This prevents any projects from remaining in the “locked” state for a long period of time, preventing time from posting to these projects.
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The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
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The Timesheet Approval - RM and PM process is an auto-start process that begins once the resource submits his or her timesheet. This process provides a checks-and-balances style to ensure that all resources entering time have entered the 40 hours. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:
- The timesheet has less than 40 hours.
- The timesheet has 40 or more hours.
- The resource’s availability is less than 8hrs/day.
