During the course of implementation for a large company, severally we get scenario to have a intercompany timesheet approval based on Project Managers of the Project.
This Scenario requires an workaround to meet the Organization wide workflow for Timesheet.
Step 1: Enable the Intercompany Timesheet configuration in the Project Management and Accounting Parameters
USSI >>Navigate to Project management and accounting >> setup>> Project management and accounting parameters
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Click intercompany tab
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Mark enable intercompany resource scheduling and time sheet
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Click new add USMF legal entity
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Update as below screen shot
Step 2: USMF >>Navigate to Project management and accounting >> setup>> Project management and accounting parameters
- Click intercompany tab
- Mark enable intercompany resource scheduling and time sheet
- Click new add USSI legal entity
- Update as below screen shot
Step 3: Navigate to Project management and accounting >> setup >> Project management and accounting workflow
- Click new tab
- Click timesheet review time sheet line workflow
- Login with your id
- drag the approve a time sheet line and link with start and end
Step 4: double click approval time sheet line
- Click basic settings
- Work item subject = test
- Work item instruction = Test
- Click assignment type = participant
- Click role based tab
- Type of participant = Project participant
- Select participant = Project manager
Step 5: Save and close and activate the workflow
Step 6: Click new tab
- Click timesheet review time sheet workflow
- Login with your id
- drag the time sheet line workflow and link with start and end
Step 7: double time sheet line workflow
- Click basic setting
- Select above created time sheet line workflow
Step 8: save and close, activate the time sheet workflow
Step 9: same as above steps need to do USSI
Step10: create new time sheet for USMF company and submit the project manager (should be assign the project manager on the project, which project your selected)
Step 11: create new time sheet for USSI company and submit the project manager (should be assign the project manager on the project, which project your selected)
Step 12: if both project manager is same it will go one manager for both time sheet.
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