1. Timesheet Management
  2. Process
  3. Prepare the project week
Process · Prepare the project week

Prepare the project week

Set the organization, project, work package and assignments before weekly time is submitted.

Step by step

  1. Set project scope Admin

    Admin records the organization. Project Manager names the project, owner, delivery method, schedule and current status.

    • Establishes the owner and schedule used for review
    • Updates Organizations, Projects
  2. Assign work Project Manager

    Project Manager creates a work package within the project, sets its estimate and owner, and gives tasks to team members.

    • Defines the parent and assignee of delivery work
    • Updates Work packages, Tasks, Team members
  3. Record hours Team Member

    Team Member enters dated project hours and links the relevant task when one applies.

    • Gives dated hours a project and optional task
    • Updates Time entries, Projects, Tasks
  4. Submit the week Team Member

    Team Member prepares a weekly record against the package and organization, then changes its status from Draft to Submitted.

    • Places a dated weekly total in the approval queue
    • Updates Time submissions, Work packages, Organizations
Admin
Maintains the organization; Project Manager owns the project and assignments; Team Member records hours and submits the week; Delivery Lead checks exceptions.

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