2-Step Timesheet Approval Question

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  • Updated 5 years ago
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This conversation has been merged. Please reference the main conversation: Timesheet approval as supervisor and project manager

We are a matrix style consulting firm and would like to have a 2-step Timesheet approval process where hours are first approved by the project-specific project manager, and then secondly the supervisor approves the entire Timesheet.  

The issue we are running into is that many project managers are also supervisors at our company, and as a result, they are seeing the entire timesheet for the user, rather than just the project-specific hours. 

An example:
CEO logs time to Project A
Project A is managed by  a junior project manager, Bob, who supervises 1 junior employee
When the CEO submits time, Bob can see the CEO's entire timesheet

Is there a way so that the Project Manager only see's hours for their own projects?
Photo of Green, Jordan

Green, Jordan

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Posted 5 years ago

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Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

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Hi Jordan,

I am checking a few scenarios and will reply shortly.

Thanks,
Lingaraj
Photo of Lingaraj Dharwad

Lingaraj Dharwad, Product Champion

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Hi Jordan,

At the moment, the supervisor permission, if assigned will override the project manager permission and allow visibility to the entire timesheet. Is it a common scenario in your company where one user is assigned multiple roles? 

Thanks,
Lingaraj
(Edited)
Photo of Green, Jordan

Green, Jordan

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Hi Lingaraj,

Thanks for following up.  Yes - this is a very common scenario at consulting firms where Project Managers also are responsible for supervising internal employees (usually more junior project managers).  It seems bizarre to me that the Supervisor role overrides Project Management set permissions.  I would highly recommend that a checkbox be added to the Supervisor permission set to enable/disable access to "All Projects".  Assuming this is 'yes', as the system does now, is a privacy risk and reduces the configurability of user permissions greatly.

For now, I think, we will have to revert back to a 1-step, Supervisor-only approval path and require Project Managers to utilize reporting to check project hours on a weekly basis.  
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Nuno Ferreira, Champion

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