Overview of Time Management Settings for Resources

A resource is an individual user who can be assigned to specific work items and can log time against them on time sheets. Resources are configured with fields such as their roles, departments, and managers.

Each resource uses Time Management–related features (time sheet policies, approvers, and delegations) that are configured in the standard interface on the Time Management tab of the Modify Resource window.

Note: Time sheet policies are applied to resources. If you plan to use time sheet policies other than the global policy, create them before configuring the resources. See Time sheet policies.

Determining Time Approvers

When a time sheet is saved or submitted, Time Management determines (derives) the approvers of each time sheet line.

Only people who are identified as time approvers (or their delegates) and who also have the Time Mgmt: Approve Time Sheets access grant can approve a given time sheet line. Default time approvers can be specified for individual resources (users). In fact, time approvers are determined several ways and they are derived according to priorities described as follows, depending on whether the work item type is a request, package, or miscellaneous item, or whether it is a project or task.

  • For requests, packages, and miscellaneous items, note the following:

  • For projects and tasks, note the following:

    • If there is an override rule that is specific to the task and that specifies a time approver, and if the override rule dependencies (filters) are met, that person is the time approver. For information about override rules, see Rules.

    • Otherwise, if the project (in the Cost and Effort policy of the Project Settings page) requires approval by a project representative, that person (or persons) is the time approver. For information about configuring time approval in the Cost and Effort policy of the Project Settings page, go to the Time Management User Guide for integrating Time Management and Project Management.

    • Otherwise, if the resource's time sheet policy specifies automatic approval, approval is automatic. For information about configuring a time sheet policy to allow automatic approval, see Configure general information and the time sheet policy tab.

    • Otherwise, if there is an override rule that is not specific to the task and that specifies a time approver, and if the override rule dependencies (filters) are met, that person is the time approver. For information about override rules, see Rules.

    • Otherwise, the approver is the resource's default time approver as specified on the Time Management tab for the resource. See Configure a resource's time sheet policy, default approvers, and delegates.

Whenever multiple approvers can approve submitted time (for example, when the resource's time approver is a resource group, or when both a delegator and an associated delegate can approve a resource's time), only one of the approvers needs to approve or reject the submitted time.