Prevent Self-Approval of Timesheets by Project Managers

The option to prevent Project Managers from approving their own Timesheet is available from the Timesheet Workflows. When selected, the Project Managers Timesheet will be assigned to their Group’s Approval Manager. In cases where the Project Manager’s Approval Group Manager is set as Out Of Office in PSA, their Approval Group’s Alternate Manager will be assigned to the State.

Scenario:

Adam, the system administrator is tasked to configure the Timesheet approval process that is to bar project managers from approving their own Time Entries. He can now easily select Prevent Self-Approval for a State assigned to Project Manager.

When the Timesheet is pushed to Workflow State where:

  • The Prevent self-approval was enforced.
  • State is assigned to the Project Manager/Portfolio Manager.
  • Workflow Notification is setup and intended for either the Project Manager or Portfolio Manager.

Project Manager/Porfolio Manager's Approval Group Manager receive the Notification and are thus alerted to Timesheets requiring their attention.

Please be advised that, if the Project/Portfolio does not have a named Manager, the Notification is sent to the Timesheet Users Approval Group Manager instead.

This article details the restricting of a Project Manager from approving their own Timesheet.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Timesheet.
  3. From the available menu options select Timesheet Workflows.
  4. From the Timesheet Workflows list that displays, click the Name of the Timesheet Workflow you wish to access.
  5. Click the Assignments tab on the left pane
  6. Select an Assignment Rule you wish to modify
  7. Choose the Prevent Self-Approval option for a State assigned to Project Manager.

    Note:

    • The Prevent Self-Approval option is only visible and available when Project Manager is selected as the Assign to option.
    • With this options is selected, upon a Project Manager submitting Timesheet:
      • The Project Managers Timesheet will be assigned to their Group’s Approval Manager.
      • In cases where the Project Manager’s Approval Group Manager is set as Out Of Office in PSA, their Approval Group’s Alternate Manager will be assigned to the State.
  8. Click Save then Close.
  9. Click Save to save the workflow.