How do I block Timesheet Submissions?

The method for blocking timesheet submissions differs for Agresso linked Projects and non-Agresso Projects.

Projects that are not linked to Agresso

For non-Agresso Projects blocking timesheet submissions occurs automatically when the project is set to “Complete”.The video below explains how to do this:

Agresso linked Projects

For Projects linked to Agresso, a Project Amendment must be requested to change the Timesheet Status in both Agresso and Pulse. The video below explains how to do this:

To block a Project (aka Job) that is linked with Agresso via Project Amendment you must be either a Project Manager or a member of the Finance Manager Group for your office.

The exact permissions required to be able to Request Project Amendments can be configured for an Office in the’ Address Book > Office > Project Amendments’ tab.

Read more about Changing Pulse-Agresso values with Project Amendments

1. From the Project Summary page hover over the “Summary Actions” drop-down and click “Project Amendment”

Project Summary Page highlighting the “Summary Actions” drop-down

If you can’t see this option please ask Finance to make the change for you.

*Project Summary Page highlighting the “Project Amendments” link in the “Summary Actions” drop-down*

2. On the “Project Amendments” screen click “Create New Request”

*The “Project Amendments” screen highlighting the “Create New Request” button*

3. Under ‘Type’ select ‘Project Status’

The “Create New Request” modal *highlighting* the “Project Status” option in the “Type” select list

4. Provide the Reason for Request

Provide a reason for the change in Project Status if it is configured to be mandatory in your Office.

*The “Create New Request” modal when creating a “Project Status” amendment, *highlighting* the “Reason For Request” text field*

5. Change Project Status from ‘Active’

*The “Create New Request” modal when creating a “Project Status” amendment, *highlighting* the “Project Status” field*

The possible values are:

Active
on hold
in review
complete
cancel

6. Change value of ‘Timesheet Status’ from ‘Open’ to ‘Blocked’

*The “Create New Request” modal when creating a “Project Status” amendment, *highlighting* the “Timesheet Status” field*

5. Click “Submit” to lodge the Amendment Request

Clicking submit will notify the User or Users who are nominated to Approve Project Amendment Requests in your Office. This is always the Finance team but can also include other Users depending on the setup of your Office.

*The “Create New Request” modal when creating a “Project Status” amendment, highlighting the “Submit” button*

Depending on your permission you may see an “Approve” button which you can use to approve amendments immediately.

KB.45130