This article is for Financial Manager for Cloud.
Approving or Rejecting Logged Project Hours
Some features are not yet available to all customers. To participate in Tempo's Early Access Program and gain access to this feature, visit our TempoLab page.
Approving or rejecting project time only validates the time spent on Tempo projects. It has no impact on Tempo Timesheet's approved or rejected hours. Email notifications are sent to the user when their project time has been approved or rejected.
If users resubmit their hours after their timesheet was rejected outside Financial Manager, all project time are reset to Waiting for Approval status in Financial Manager Project Time Approval. Notification emails are resent to project time approvers.
Before You Begin
Project Time Approval must be enabled in Tempo Settings by a Tempo administrator.
A project owner must enable the Project Time Approval feature for their project.
Reviewing Project Time Submitted For Approval
As a project time approver, you can monitor the hours logged on your project and approve them as they are submitted. You receive email requests to approve the project time.
Financial Manager uses the same period configuration as Tempo Timesheets. No additional period setting is required for Financial Manager projects.
TempoLab You can also view all your approvals in My Work > Approvals. This includes timesheets and project time.
Select the Tempo project that your team is working on.
Do one of the following:
Click the Approvals tab.
Click the Review Project Hours button in the email request to approve team members' hours.
A list of project time is displayed by Status for team members who have logged more than 0 hours in the selected period. Status is set to All by default:
If hours that are related to this project are not submitted, they have the Open status.
If hours are submitted, then they are placed in the Waiting for Approval status.
All other hours will show in the Approved or the Rejected status.
If you wish to view other periods, scroll through the date range:
To find the project's Start date, scroll to the oldest period.
To find the project's End date, scroll to the last period.
Click Status: All or select to filter by a status from the list.
The submitted hours are displayed with the following details:
Column | Description |
---|---|
Team Member | The name of the team member who submitted hours for this project. |
Status | The Project Time Approval status indicates the approval status of the submitted hours:
An asterisk (*) is displayed next to an approval status if a change occurred to the worklogs after they were approved or rejected. Hover over the asterisk to view how many worklogs were modified and the number of hours changed. If project time is rejected, the user must resubmit their timesheet with the amended project time. |
Planned Time | The planned time for the team members. This is only available when you have installed Planner by Tempo. See Comparing Planned Hours |
Time Spent | The number of logged hours for the period. |
Cost | The cost for these logged hours is based on the rate. |
Billable Hours | The number of billable hours logged for this period. |
Billable Cost | The billable cost for the logged hours in this period. |
Click on a row in the Team Member column to see a breakdown of the logged hours in a timesheet view.
Open the Approvals tab to return to the approvals list to continue to approve or reject the submitted hours.
If you want to compare the planned hours to the actual hours worked before approving hours, you must have Planner by Tempo installed.
Approving Your Team's Submitted Project Time
Open the Approvals tab and verify the items in the Waiting for Approval status.
Select the row you wish to review for members with submitted project time.
If you wish to see a breakdown of the hours:
Click on the name in the Tempo member column or the Time spent value to view the hours in a timesheet view.
Click the Approvals tab when done.
Click Approve to approve the selected row.
In the Approve Logged Time for Project window, enter a message in the Comment box if needed.
Click the Approve Logged Time to approve the hours.
The approved hours are moved to the Approved status under the Project Time Approved table.
The submitted hours are updated with the Approved status.
Scroll down to the Approved section to see a list of the hours you approved or filter with Status: Approved to see Approved items only.
Hover over a row in the Approved table to see a tooltip containing the date and timestamp of the approval and the comment that was added by you, the reviewer.
Rejecting Your Team's Submitted Project Time
Open the Approvals tab and verify the items in the Waiting for Approval status.
Select the row you wish to review for members with submitted project time.
If you wish to see a breakdown of the hours:
Click on the name in the Tempo member column or the Time spent value to view the hours in a timesheet view.
Click the Approvals tab when done.
Click Reject to reject the selected hours.
In the Reject Logged Time for Project window, enter a message in the Comment box if needed and click the Reject Logged Time to reject the hours.
The rejected hours are moved to the Rejected status under Project Time Rejected.
Scroll down to the Rejected section to see a list of the hours you rejected. Hover over the rows to see a tooltip containing the date and timestamp of the rejected hours and the reviewer's comment that you added.
Once rejected, the user must ask their team lead to reopen their timesheet so they can modify the project time.
Approving or Rejecting Multiple Requests
You can make multiple selections of submitted hours for multiple members or select all submitted requests before approving or rejecting all.
You can approve all submitted hours at the same time. View the list in the Waiting for Approval status.
Scroll down to the Waiting for Approval list or filter by selecting Filter: Waiting for approval.
This filters the page and displays items in this status only.
To select all rows, add a checkmark to select Project Time Waiting for Approval (#).
This selects all rows. The (#) indicates the number of rows filtered in this selection.
To select individual rows, add a checkmark in front of each row that you wish to approve.
Do the following to approve the selections:
Click Approve (#) to approve them.
The (#) indicates the number of selected rows to approve.
A list of Team member names with the Logged Time is shown. You can remove rows from the list by clicking the Remove (X) button.
In the Approve Logged Time for Project window, enter a message in the Comment box if needed.
The text in the Comment will be repeated for all hours approved here.
Click the Approve Logged Time to approve all selected hours.
Do the following to reject the selections:
Click Reject (#) to reject them.
The (#) indicates the number of selected rows to reject.
A list of Team of Team member names with the Logged Time is shown. You can remove rows from the list by clicking the Remove (X) button.
In the Reject Logged Time For Project window, enter a message in the Comment box if needed.
The text in the Comment will be repeated for all hours rejected here.
Click the Reject Logged Time to reject all selected hours.
Scroll down to view:
The approved hours are moved under Project Time Approved, and the rejected hours are moved to Project Time Rejected. The status is changed accordingly.
Â