For resources, you can view all the hours entered - regardless of status (i.e. also not submitted).
You can view the hours directly - or create a Pdf, with the ability to add a signature line.
You can also save the Pdf and attach it to the resource.
Individual Resource Weekly Report
In the Resource tab, click on the Resource Weekly button for the individual resource.
(you may need to add the button to the page layout)
The Resource Weekly lists the T+E Items for the week.
- The Week start day is based on the Week start of the Payroll Processor.
- Choose if you want to show project, phase, line and/or signature or to show Weekends.
- To show approval history, you need to enable T&E Report Field History for the Status field.
Setup > Object Manager > T&E Report > Field & Relationships > Set History Tracking > Status
You can add additional fields to the report by adding the fields to the FieldSet PdfReport of the T+E Item object.
The pdf is added as an attachment to the Resource.
Resource List Weekly
Instead of creating the Resource Weekly by individual resource, you can create them in batch.
You start it from the Resource Tab - List View:
(You may have to add the button in Resource Object > Search Layout > Resources List View)
- For the Resource Group or the resources selected.
- The Week start day is based on the Week start of the Payroll Processor.
- Choose if you want to show project, phase, line and/or signature or to show Weekends.
- You can restrict the report to a particular Project
- To show approval history, you need to enable T&E Report Field History for the Status field.
Setup > Object Manager > T&E Report > Field & Relationships > Set History Tracking > Status
The Pdf can be saved as a document.