The overall effect of the time approval workflow is that all time must be approved by at least two different resources: at least one that is in leadership on the project charged against, and if necessary one that is in a supervisory role. Any approver is allowed to approve, reject outright, or question (hold for more information). Rejection and question actions cause information to flow from the reviewer to the
resource, allowing the resource to respond appropriately.
1) A resource submits time, with description of work done, against an estimated labor task. A task is selected by selecting client, project, and sub-project first. Projects and sub-projects have leaders defined, which may be the same person.

2) The time-card appears on the Sub-project Leader’s Time Approval screen, along with all details, including the status of the sub-project and project. The Sub-project Leader is given three choices for time review:
a. APPROVE
i. If the Sub-project Leader is also the Project Leader, and is ALSO the resource, skip to step #4.
ii. Otherwise go to step #3.
b. REJECT
i. The reviewer enters a comment about why the time is rejected, which is emailed to the resource.
ii. Go to step #6.
c. QUESTION
i. The reviewer enters a comment about why the time is questioned, which is emailed to the resource.
ii. The time record appears in yellow on the resource’s time-sheet, and it remains (in yellow) on the Sub-project Leader’s approval screen.
iii. There are two options for resolution:
1. Perhaps based on discussion or other information from the resource, the Sub-project Leader can still APPROVE (go to step #2a) or REJECT (go to step #2b) the time.
2. The resource can edit or delete the time-card, which would cause it to either be resubmitted or deleted. See step #7 for information.

3) The time-card appears on the Project Leader’s Time Approval screen, along with all details, including the status of the sub-project and project. The Project Leader is presented with three options for time review:
a. APPROVE
i. If the Project Leader is also the resource, skip to step #4.
ii. Otherwise go to Step #5.
b. REJECT
i. The reviewer enters a comment about why the time is rejected, which is emailed to the resource.
ii. Go to step #6.
c. QUESTION
i. The reviewer enters a comment about why the time is questioned, which is emailed to the resource.
ii. The time record appears in yellow on the resource’s time-sheet, and it remains (in yellow) on the Project Leader’s approval
screen.
iii. There are two options for resolution:
1. Perhaps based on discussion or other information from the resource, the Project Leader can still APPROVE (go
to step #3a) or REJECT (go to step #3b) the time.
2. The resource can edit or delete the time-card, which would cause it to either be resubmitted or deleted. See step #7 for information.

4) The time-card appears on the resource supervisor’s Time Approval screen, along with all details, including the status of the sub-project and project. The supervisor is presented with three choices for time review:
a. APPROVE: go to step #5.
b. REJECT
i. The resource supervisor enters a comment about why the time is rejected, which is emailed to the resource.
ii. Go to step #6.
c. QUESTION
i. The supervisor enters a comment about why the time is questioned, which is emailed to the resource.
ii. The time record appears in yellow on the resource’s time-sheet, and it remains (in yellow) on the supervisor’s approval screen.
iii. There are two options for resolution:
1. Perhaps based on discussion or other information from the resource, the supervisor can still APPROVE (go to
step #5) or REJECT (go to step #6) the time.
2. The resource can edit or delete the time-card, which would cause it to either be resubmitted or deleted. See step #7 for information.

5) The time-card is fully approved and can appear on invoices.

6) The time-card is set to draft, which ONLY appears on the resource’s time-sheet, and because it was rejected, it appears in red. The resource can edit the time-card by double clicking on it in the time-sheet. The editing popup allows the resource to change the hours, the date, and the description, and has these choices to resolve the issue:
a. RESUBMIT: go to workflow step #2.
b. DELETE: remove the timecard entirely
c. SPLIT OR TRANSFER: Change the project task charged against, to one or two different tasks, and then return to step #2 with each.

7) Until a time record appears on a client invoice, the resource can edit the time-card by double clicking on it in the timesheet. The editing popup allows the resource to change the hours, the date, and the description, and has these choices to resolve the issue:
a. RESUBMIT: go to workflow step #2.
b. DELETE: remove the timecard entirely
c. SPLIT OR TRANSFER: Change the project task charged against, to one
or two different tasks, and then return to step #2 with each.