RBS and Timesheets

[Paul W.]

Hi,

I have set a simple RBS structure based on the organization hierarchy
..... Basically, we have a CEO, and 4 Department Managers. The 4
managers report to the CEO and the employees of each dept report to
their respective dept manager.

What I want to do is setup timesheet approvals based on this. We want
the CEO to be only approve timesheets of his direct reports (his 4
managers) and each dept manager to approve the timesheets of their
direct reports (the dept employees). The CEO would like to be able to
go and view department employee timesheets but not receive
notifications or approval requests.

The RBS consists of COMPANY (which only the CEO belongs to), then
COMPANY.DEPT1, COMPANY.DEPT2, COMPANY.DEPT3, and COMPANY.DEPT4 (which
each dept manager belongs to), and finally COMPANY.DEPTX.STAFF (which
each dept employee belongs to).

Firstly, does this RBS structure make sense, based on what I want to
accomblish. Secondly, I find the security groups a bit confusing in
trying to do this. Who should belong to Executives, and who should
MyDirectReports be applied to, etc?

Thanks,

Paul

 

[mark.everett]

Paul W. -

When you publish a project and resource assignments, the person who
does the publishing is the "project manager" or "owner" to whom the
timesheets will normally flow. You don't really need an RBS for that
functionality to work. Using your example, the CEO would publish a
project of (probably) management activities to the department managers.
The four dept. managers would publish projects with assignments to
their people. The dept. managers would only see timesheet updates for
those people to whom they published tasks.

There is a view in project or resource center that will allow the CEO
or other people with access to that view, the status of timesheets. I
believe that Managed Time Periods must be enabled for that to show the
data you want.

You can use the RBS, along with your security settings for Categories
to restrict that view so that Dept. Managers see only "their own".

Your RBS makes sense. The one thing I don't understand is what kind of
work the staff will be doing? Is this operational work your dept.
managers are tracking or are the dept. managers also project managers
who just use their own team as dedicated project resources?

The CEO should belong to Executives. My Direct Reports is a default
category for Resource Managers. Your department managers would
probably be in that role.

Hope this helps.

Mark S. Everett | PMP

 

[Paul W.]

Hi Mark,

Your RBS makes sense. The one thing I don't understand is what kind of
work the staff will be doing? Is this operational work your dept.
managers are tracking or are the dept. managers also project managers
who just use their own team as dedicated project resources?

We have both project and non-project related (operational) activites.
Staff work on both types of tasks, depending on the requirements and
this varies between department. The Dept Managers can be project
managers for project related work, but often are not (there are
seperate project managers). My interpretation is that the Dept
Managers are really Resource Managers and occasionally Project
Managers.

Thanks,

Paul

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?

 

[bushie_40]

With this kind of structure, do I have to create 4 seperate admin
projects for the department managers, and then the managers would
create their own projects for their employees? I want to have it so
that the CEO only approves timesheets for his 4 direct reports and
similar for the managers and their direct reports.

I'd rather just have one admin project for each dept, and set
permissions so that the timesheets flow only to the direct reports but
not sure if this is possible?