Intent of this Workspace

The intention of this workspace is to assemble most commonly used projects related tasks and information in one place. Any user associated with an employee, project timesheet user, Service industry super user or Service industry view role will have access to this workspace.

A new timesheet, new expense report, new PTO request and new purchase requisition can be directly created from this workspace using the action buttons provided at the top the workspace.


1. Tiles Section

Tiles Description
Work items assigned to me All kinds of documents waiting for the logged in user’s approval are listed on this tile. The documents could be a timesheets, expense reports, invoice proposals etc.
My late timesheets For the all the periods where timesheets for the logged in user is not available are listed in this tile.
My draft PTO requests All the PTO requests which are in draft status sumbitted by the logged user are displayed under this tile.
My open requisition All the requisitions created\submitted by the logged in user and are in the draft status are displayed under this tile.
My open activites This tile lists all the open activities where the logged user is defined as the responsible.
My draft timesheets All the timesheets created by the logged user and are in draft status are displayed under this tile.
My resourcing assignments Shows the resource summary and the projects against which the logged in user is booked.

2. List Page Section

List page Description
My timesheets List shows all the timesheets with different statuses created by the logged in user. By default the selection is for the current period timsheet. User can change the dropdown to see timesheets for different periods and projects.
My approvers List shows the approver assigned to the logged in user for different document types mainly timesheet, expense and requisition approvers.
My expense reports List shows all the expense reports submitted by the logged in user.
My PTO requests List shows all the PTO requests submitted by the logged in user.
My PTO balances List shows the PTO balances for the logged in user as on a particular date mentioned as last column on the grid.
My requisition List shows all the requisition submitted by the logged in user.

3. Links & Help Section

Links & Help Description
My timesheets Opens up the my timesheet list page showing all the timesheets with different statuses created by the logged in user. By default the selection is for the current period timsheet. User can change the dropdown to see timesheets for different periods and projects.
Delegates Opens up the My delegates page where delagated tasks for the logged in user can be seen.
Favorites Opens up the My favorites page where all the favorites added by the logged in user can be seen.
Approval out of office delegation Opens up the user options page where the logged in user can setup the delegation information.

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