project server 2010 time task progress workflow

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Tracking Time and Reporting Task Progress in Project Server 2010    C    o    n    t    e    n    t    s This file contains diagrams that illustrate five different timesheet and task progress workflow scenarios. Standard (Single Entry Mode) This diagram illustrates the workflow involved with reporting time and task progress if your organization reports on both of these in one view. This is called single entry mode, and is new in Project Server 2010. Standard (Separate Views) This diagram illustrates the workflow involved with reporting time in the Timesheet view, and task progress in the Tasks view. Timesheet Delegation This diagram illustrates the workflow involved when a resource identifies a delegate to report time and task progress on his or her behalf. Closed-Period Updating This diagram illustrates the workflow involved when a resource needs to make a change to a timesheet for a time period that the administrator has already closed to updates. Closed-Task Updating This diagram illustrates the workflow involved when a resource needs to make a change to task progress that was reported for a task that the project manager has closed to updates.

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Page 1: Project Server 2010 Time Task Progress Workflow

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Tracking Time and Reporting Task Progress in Project Server 2010 – Standard (Single Entry Mod

   S   i   n   g    l   e  -   E   n   t   r   y   M   o   d   e

ApproResource

Project Manager and/or Timesheet Man

Approve or

reject

Submit

Approve

Reject

Report taskprogress and

hours using

Timesheet

view

START

Save or

submit task

progress

Save

Submit

ENDPublish task

progress

Save or

submit

timesheet

Save

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Tracking Time and Reporting Task Progress in Project Server 2010 – Standard (Separate Views)

   T   a   s    k   P   r   o   g   r   e   s   s

   T   i   m   e   s    h   e   e   t   H   o   u   r   s   W   o   r    k   e   d

ApproResource

Approve or

reject

Approve

Reject

Project Man

Timesheet Man

Import task progress,

planned hours,

and reported hoursto timesheet

Import timesheet data

START

END

START

Report task progress

using Tasks view

Publish task

progress

Save or Submit

Save

Submit

Approve or

reject

Approve

ENDSave to

project

Save or Submit SubmitReport hours using

Timesheet view

SaveReject

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Tracking Time and Reporting Task Progress in Project Server 2010 – Timesheet Delegation

   D   e    l   e   g   a   t   e

   A   d   m   i   n   i   s   t   r   a   t   o   r

   A   p   p   r   o

   v   e   r

   R   e   s   o   u   r   c   e

After DelegaBefore Delegation During Delegation Session

START

Set up delegation

Report task progress

and hours using

Timesheet view and

Tasks view

Approve or

reject

Approve

Start delegate session

Stop delegate session

Save or Submit

Save

Submit

Set up delegation

permissions

Publish task

progress

Save to project

END

Reject

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Tracking Time and Reporting Task Progress in Project Server 2010 – Closed-Period Updating

   A   d   m   i   n   i   s   t   r   a   t   o   r

   R   e   s   o   u   r   c   e

   A   p   p   r   o   v   e   r

Timesheet Hours Wor

START

Close time

reportingperiod

Notify

administrator

of required

change

Open time

reportingperiod

Modify

timesheetSave or Submit

Approve or

reject

Save to

project

END

Close time

reportingperiod

Save

Submit

Reject Approve

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Tracking Time and Reporting Task Progress in Project Server 2010 – Closed-Task Updating

   P   r   o   j   e   c   t   M   a   n   a   g   e   r

   R   e   s   o   u   r   c   e

Task Prog

START

Close task toupdates

Notify projectmanager of 

required

change

Modify task

progressSave or Submit

Approve or

reject

Publish task

progressEND

Close task to

updates

Open task toupdates

Save

Submit

Reject Approve