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Task Approvals 

 

Setting Project Task Approvals 

 

DreamTeam allows Project Managers to easily dictate who Task Approvals by selecting from a number of options. Task Approvals can be set for to require that a timesheet for each task and also to provide permission for Resources to set task completion of a task on the Project Calendar.  

 

How to Access Task Approvals

To access the Task Approvals, users can either click on the Task Menu and select the Mass Update command or click on the Task Approvals clipboard located on the Task Propeties which is discussed below.  

 

Mass Update - The first way to set the Task Approvals is to select the Mass Update command from the task Menu. 

 

 

 

 

Once selected, the Mass Update dialog box will appear.  Hereis where the user can make changes to multiple tasks at once. One of those changes includes the ability to easily set the Task Approvals for one or multiple tasks.  To do this, simply select the tasks you want to change and then check the Change Approvals box on the top right corner of the dialog box and then click the clipboard icon to set your task approvals.

 

 

 

 

Timesheet Task Approval Options

There are 5 Task Approval options for Timesheets including:

 

Require timesheets for task - Selecting this option will require a timesheet be autogenerated for each task on the project

 

Allow out of bounds entries - Selecting this option provides users the ability to enter time two weeks prior to the start and two weeks after the end of the scheduled project.

 

Allow entry of lump hours - Selecting this option provides users the ability to enter a lump sum of hours into the Timesheet Menu on the Calendar.

 

Show planned work - Selecting this option will display the Planned Hours in the Timesheet Menu of the Calendar.

 

Automaticaly set completion - Selecting this will automatically set the task complete once time has been entered by the resource.

 

 

How to provide permission to resources so they can set completion of a task on the Calendar

DreamTeam allows Project Managers to authorize resources with the ability to set completion of a task on the Calendar.  There are 5 options including:

 

Anyone - Selecting this option will allow anyone to set completion of a task on the Calendar.

 

Any team member on project - Selecting this option will any team member on the project to set completion of a task on the Calendar.

 

Any team member on task - Selecting this option will allow any team member on th task to set completion of a task on the Calendar.

 

One particular team member - Selecting this option will allow one particular team member to set completion of a task on the Calendar.

 

Nobody - Selecting this option will not allow anyone to set completion of a task on the Calendar.

 

 

Setting Task Approvals from the Task Properties

Project Managers can also easily set the Task Approvals on the Individual Task Level by clicking on the small clipboard icon on the Task Properties. Onec selected, the Task Approvals dialog box similar to the dialog box referenced above will appear, however, this dialog box will set the task approvals on the individual task level only.