Configuring the Global Time Sheet Policy

Time Management provides one predefined time sheet policy that is set as the global time sheet policy. After you create other time sheet policies, you can make any of them the new global time sheet policy. Then, when a resource is added to the system, the resource is automatically assigned the current global time sheet policy by default (but can be assigned another policy as needed). When you change which time sheet policy is the global one, previously assigned time sheet policies for other resources are not changed. (For information about assigning a specific time sheet policy to a resource, see Configuring a Resource's Time Sheet Policy and Default Approvers).

To make a time sheet policy the global time sheet policy:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

    The PPM Workbench opens.

  3. From the shortcut bar, select Time Mgmt > Time Sheet Policies.

    The Time Sheet Policy Workbench opens.

  4. Click Set Global Time Sheet Policy.

    The Set Global Time Sheet Policy window opens.

  5. In the Time Sheet Policy field, select the time sheet policy that is to become the global one.

  6. Click OK.

    The selected time sheet policy becomes the global time sheet policy, and it is automatically assigned to new resources by default.