Timesheet Settings and Defaults (Project Server 2010 settings)

 

Applies to: Project Server 2010

Topic Last Modified: 2011-04-13

In Microsoft Project Web App, site administrators can select several different options to control how resources enter time on their timesheets, and whose approval is required. The Timesheet Settings and Defaults page is also where you choose whether your organization uses Single Entry Mode, a feature new to Microsoft Project Server 2010 that combines task status updates with timesheets in one view.

To configure timesheet settings and defaults

  1. On the Quick Launch, in the Settings section, click Server Settings.

  2. On the Server Settings page, in the Time and Task Management section, click Timesheet Settings and Defaults.

  3. In the Project Web App Display section, select the The timesheet will use standard Overtime and Non-Billable time tracking check box to enable team members to submit overtime and non-billable time. If you do not want team members to be able to submit overtime or non-billable time, clear this check box.

  4. In the Default Timesheet Creation Mode section, specify which data should be included in the default timesheet:

    • Select Current task assignments to pre-populate timesheets with information about the team members' tasks assignments.

    • Select Current projects to pre-populate timesheets with information about the team members' current projects.

    • Select No prepopulation to create blank timesheets for team members.

  5. In the Timesheet Grid Column Units section, specify whether you want timesheet columns to represent Days or Weeks. If you select Weeks, each column in a timesheet represents 7 days, and the date in the column represents the first day of the week.

  6. In the Default Reporting Units section, specify whether team members report time within each timesheet column in Hours or Days.

  7. To specify how many hours make up a whole day's worth of work, type the hours in the The number of hours in a standard timesheet day is box.

  8. To specify how many hours make up a standard work week, type the hours in the The number of hours in a standard timesheet work week is box.

  9. In the Hourly Reporting Limits section, specify the maximum and minimum hours allowed in a timesheet and the maximum number of hours allowed to be reported in a day. If team members report time beyond these limits, errors appear on their timesheets when they submit them.

    Note

    You may have to put some restrictions on how time is entered based on accounting systems, customers, or internal business policies. Also, if your organization uses team resources, remember this when you set the maximum and minimum values in the Hourly Reporting Limits section.

    If you do not want to set a maximum or a minimum hourly reporting limit, type 999 in the Maximum Hours per Timesheet box to represent unlimited hours, or type 0 in the Minimum Hours per Timesheet box to represent no minimum time. Typing either of these options effectively turns off reporting limits.

  10. In the Timesheet Policies section, specify the following:

    • Select the Allow future time reporting check box to enable team members to record time for periods in the future.

    • Select the Allow new personal tasks check box to enable team members to create as many personal tasks as needed. This time is not mapped to any Project Server project or task. Personal tasks do not appear outside a team member’s timesheet or task status.

    • Select the Allow top-level time reporting check box to enable team members to report time against summary tasks. If this check box is cleared, team members must report time against lower-level tasks, and those values roll up to the summary level.

    • In the Task Status Manager Approval section, click Enabled to enable project managers to coordinate or approve/reject timesheet lines on a per-line basis. If you select Enabled, you can select the Require line approval before timesheet approval check box, which specifies that each line must be approved before the whole timesheet can be approved. If you only want to approve whole timesheets (no line-by-line approval), select Disabled.

      Note

      If you are using Single Entry Mode, you must enable task status manager approval.

  11. In the Auditing section, select the Enable Timesheet Auditing check box to create a detailed record of all changes that are made to a timesheet.

    Tip

    Click Purge Log to clear the auditing log.

  12. In the Approval Routing section, select the Fixed Approval Routing check box to prevent team members from manually specifying the next approver when they submit their timesheet.

  13. In the Single Entry Mode section, select the Single Entry Mode check box if you want to enable team members to report task progress, and also actual work, on their timesheets.

  14. Click Save.