task updates are submitted but are not shown for approval

[Kurt Petteloot]

Hi

I'm setting up a project server 2007 SP1 and I'm running into 2 problems
with task updates.

I've configured the system to have the user enter his actuals (dayly) and
the remaining work on the timesheet.

The user updates his tasks by importing timesheet. This is where the first
problem occurs: while the actuals are imported just fine, the 'remaining
hours' field on the task details form is diabled, so the user can not adjust
the remaining hours.

Then the user submits the actuals on the task. The system shows a message
that these have been submitted. On the task approval page however no updates
are shown.

I've tested this with the same user account for the timesheet/task update
submitter and the Project Manager (who is obviously the owner of the Project
to which the tasks belong).

This puzzles me really, since I have done several setups like this before
and never experienced any problem of this kind. I'm quite sure that I'm
overlooking the obvious thing here.... does anyone have a clue what i'm not
seeing?

Thanks.

Kurt

 

[Marc Soester [MVP]]

Hi Kurt,

I assume that you have the "time entry by Timesheet only. Users will synch
to update tasks" ticked on. You can find this setting under Server Setting >
Task Settings and Display.

If you have this setting switched on, you have a couple of side effects. One
is that resources can not update remaining work ( not sure why this is ).

If you de-select this setting, your resources should be able to update
remaining work.

Hope this helps

 

[Kurt Petteloot]

Thanks Marc,

Your hint solved that one already.
One down! One more to go!

Kurt

 

[Marc Soester [MVP]]

OK let me have another stab at the second issue.

From what I understand the Task is submitted but you cannot see the
approval. This is typically because the "Status Manager" for this task is not
you.

Please follow the following steps to identify the task Status Manager:
1. Check which task was updated and submitted
2. Open the project with the task in Project Professional
3. Under the Gantt Chart View, insert the Column "Status Manager" and see
who is the status Manager for this task. I would assume it is not you. Go to
the Person who is the status Manager and see if the submitted task is in the
apprval section. If so you have 2 options, option 1 keep the status manager
and this person approves the task updates, option 2, change the status
manager to you ( or the PM) and you will then get the approvals for the
tasks.

I hope this resolves your second issues too Let me know if it worked
--
Marc Soester [MVP]
National Manager: EPM
http://marcsoester.blogspot.com

 

[PedroJose]

Marc, how do you change the status manager in project pro???

 

[Jonathan Sofer [MVP]]

Pedro,

To change the Status Manager in Project Professional, you open the schedule
and include the Status Manager field in one of the Gantt Views.

The rule for who shows up in the Status Manager field is:

1) Anyone who is currently marked as a Status Manager on at least 1 activity
in the schedule
2) The person who has the project open at that moment.

This means that if you have a new PM you wish to be a Status Manager on a
schedule, they will have to log into Project Pro, open the schedule and
themselves as a Status Manager on an activity.

Jonathan

 

[Marc Soester [MVP]]

Jonathan is spot on