Timesheets

Execution — time and expenses

Consultants log daily time against ProjectTasks on a weekly Timesheet. Subcontractors post TimeEntries under their active SubcontractorPO. Consultants submit ExpenseReports with ExpenseItems and receipts; policy flags (over limit, missing receipt) fire at submission. Timesheets and ExpenseReports move Draft → Submitted.

Approvals

PM independently approves TimeEntries within their project scope; the Timesheets header becomes Approved only after every project portion is accepted. ExpenseReports retain their own independent project review. Practice Lead handles escalations and cross-project exceptions. For T&M projects with client-approved time, approved hours auto-create a ClientApproval request against the client portal; on client approval, TimeEntries become invoice-eligible. Approved ExpenseReports pay out through payroll/AP integration.

Subcontractor engagement

Subcontractors log TimeEntries under their PO; those entries auto-accumulate against NotToExceedHours and NotToExceedAmount with early-warning alerts. Subcontractor submits SubcontractorInvoices, which are matched against the PO and approved hours. On Matched → Approved, the invoice enters the AP payment queue via the GL integration.

Review time across project boundaries

A weekly Timesheet can include TimeEntries for different projects. Each entry retains its Project and the applicable independent approval result. A project manager approves only their portion. The header becomes Approved after every required portion is accepted; the first project manager to review the sheet cannot approve the remaining projects’ hours by changing the header.

An entry linked to a task must belong to the same project as that task and sit within authorized assignment or purchase-order scope. Reject unrelated task references before submission. Preserve approved hours and the effective bill rate so later billing can be traced to the work that was accepted.

Where the contract requires client-approved time, internal approval prepares the ClientApprovals request. Only the addressed client contact can give that decision. A pending or rejected client response keeps the relevant source out of invoice eligibility. Corrections to accepted time use reviewed adjustments with the original source linkage; editing the accepted row would change the evidence supporting an existing invoice.