What Options Are Available To Manage Timesheet Submissions?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Can a timesheet rule configuration be made to allow certain users to submit timesheet hours?

Resolution

Business rules only apply to projects, custom investments, ideas, pages, and custom master objects.

A custom process can be created from ( Classic UI > Administration Menu, Data Administration, Processes)

Since the Support team does not assist in the development and maintenance of the processes, the following paths can be taken to make sure the goal can be started:

1. Use the out of the box process and modify as needed: Conditional Automatic Approval
The process is built-in as a startup for customers who want to manage timesheet submissions.

In reviewing the main step, the step (Automatic Approval Check) logic can be modified to make it match the needs of the business.

2. Reach out to the Global Delivery team for the Timesheet Validator package. It is a custom timesheet hook adaptor that many customers have purchased to manage timesheet entries.