Set Up the Review Project Time Report
- Set up project time entry, including calculation tags.
- Security:Set Up: Time Trackingdomain in the Time Tracking functional area.
The
Review Project Time
report enables project managers to review and approve time for multiple project workers at once as an alternative to My Tasks
. This report displays workers based on their role on a project hierarchy, rather than based on their membership in a supervisory organization. Therefore, the report enables project managers to review time for workers in their projects even though the workers are outside the project manager's own supervisory organization.- Access theEdit Project Time Approval Settingstask.As you complete the task, consider:
Option Description Review Time by PeriodSelect to enable approvers to review and approve time for nonweekly periods.Workday displays aPeriod Scheduleprompt on the report that approvers can use to select a period schedule. The report displays all workers who are eligible for the selected period schedule.Reviewers should select a Period Schedule, rather than running the report without selecting one.When you selectReview Time by Period, Workday doesn't display theStart Day of Weekprompt.Start Day of WeekSelect the day that begins the week to approve.When you review time by week, you can only approve time for workers whose work week begins on the same day as theStart Day of Week. You can still see hours for workers whose work week begins on a different day, but you can't use the report to approve the hours.Worked Hours Calculation TagsSelect tags that identify worked time. These tags determine which hours display in theSubmitted Time,Unsubmitted Time, andApproved Timecolumns in the report.Default Worker Filters(Optional) SelectShow Employee Type,Show Worker Type,Show Pay Rate Type, orShow Job Exempt Statusto display additional search fields on the report.Add values that automatically populate in the search fields you've added.To add filters to the report that approvers can't modify, add values without selecting the check box to display the field in the report. Workday applies an implicit filter to the report according to the values that you've entered. - (Optional) On theTime Summarytab, selectShow Billable and Non-Billableto display additionalBillableandNon-Billablecolumns in the report.
- (Optional) Add up to 12 additional breakdown columns to the report.
Option Description ColumnColumns display in numerical order from left to right starting withTotal 1.TitleInclude the type of unit in the column title to avoid confusion. Example: Holiday Time (Days).Calculation TagsSelect 1 or more calculation tags. Ensure that the calculation tags you select for each column use the same units. The sum of the time blocks with those tags will display in the column. - Add reviewers to theProject Manager: Time Tracking Project Manager Approvaldomain.
- Authorize project managers to approve or manually advance the approval step on theEnter Timebusiness process.
If you approve time entries after running a payroll calculation, use the
Run Pay Calculation
task. Select Smart Calculation
or Smart Calculation Based on Events
.