Time Card & Time Sheet Qs - Approval and Related List Display

[kendall_lin]

Hello,

My organization is implementing ServiceNow PPM in Instanbul. We would like to utilize the time sheet functionality in ServiceNow so that project workers can submit time and the appropriate project managers can approve that time. We are looking to implement the following business rules, which do not seem to be out-of-the box configurations and need to be scripted in some way. I am hoping our requirements are not entirely unique and this road has been traveled before.

• As-Is: Project Managers (Planners) have timecard_admin rights, which allows them to approve all time cards / time sheets - even their own. Time sheets approved by a Project Manager approve time for all time cards that are collect in a weekly time sheet
  • Desired State:
    • Project Managers can only approve time cards that have project tasks for which they are specified Project Manager
    • Project Users that have a time sheet with Project Tasks for multiple projects will need their time sheet approved by all Project Task owners before it moves into the Approved / Processed state
• As-Is: Time Cards records in the Default View for Time Sheets only allow for Task / Project ID numbers to display (see screen shot)
  • Desired State:
    • Time Card entries on a Time Sheet show the following fields
      • Project Name
      • Project Task Short Description

Any guidance or information the community can provide around this functionality will be extremely helpful.

Thank you,

Kendall Lin

Director, Process Optimization

Welltok, Inc.

[sachin_namjoshi]

Hi Kendall,

Following are possible solutions for your requirements

• As-Is: Project Managers (Planners) have timecard_admin rights, which allows them to approve all time cards / time sheets - even their own. Time sheets approved by a Project Manager approve time for all time cards that are collect in a weekly time she
  • Desired State:
    • Project Managers can only approve time cards that have project tasks for which they are specified Project Manager

                                      --> You will have to customize OOB UI action "Approve" on time_card table to add this requirement in UI action condition.

• Project Users that have a time sheet with Project Tasks for multiple projects will need their time sheet approved by all Project Task owners before it moves into the Approved / Processed state
• --> You can create business rule on project task table to validate that time sheet is approved.
• As-Is: Time Cards records in the Default View for Time Sheets only allow for Task / Project ID numbers to display (see screen shot)
  • Desired State:
    • Time Card entries on a Time Sheet show the following fields
      • Project Name
      • Project Task Short Description

                                                --> You can add these two fields on time_card table and configure dictionary attributes to show project name and description as per selected task.

Regards,

Sachin

[kendall_lin]

Thank you. Appreciate the information. I attempted to add the two fields on the time_card table, but still new to creating reference links and the scripts needed to show up in the related list. Any additional information you can provide regarding how to add these two fields would be helpful.

[art_jones]

Hi Kendall;

Just a related comment - you should look at the Jakarta release notes around Time Cards (if you haven't already).   There are some really nice enhancements that make the time card process much more usable in general.

Time Card release notes

-Art

[kendall_lin]

Thank you. We are looking at Jakarta, but we are probably not planning an upgrade until Q1 of 2018.