Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Tasks

The Tasks screen shows you various tasks that you need to perform, depending on your role.

These may include tasks such as updating your timesheet and approving timesheets or expense reports, if you have such rights.

Tapping and then displays the Tasks/Dashboard screen, with tasks arranged into categories.

The number of tasks that you must perform is indicated on the top of the Tasks/Dashboard screen. For example, indicates that you have 298 tasks to perform.

Note: Tap to update the list of tasks and counts after you complete a task.

Task notifications are also color-coded based on priority level.

  • Red: This color indicates that at least one task is high priority.
  • Yellow: This color indicates that at least one task is medium priority and no task is high priority.
  • Black: This color indicates that all tasks are low priority.

The table below provides information on each task category and to which role the category is available.

Task Category Description Resource Manager Resource
Approve Timesheets This task category is displayed and available only for resource managers. Tap Approve Timesheets to display the timesheets that are ready for review and approval. Tap a timesheet to display it on the Review screen.
Attention: For more information, see Approve a Timesheet.
✓
Approve Timesheet Charges This task category is displayed and available only for resource managers that do not have rights to resources' timesheets but do have rights to approve timesheet charges. Tap Approve Timesheet Charges to display the timesheet charge ready for review and approval on the Review screen.
Attention: For more information, see Approve a Timesheet Charge.
Note: This feature is available if you are using Costpoint 8.2 and higher. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.
✓
Sign Timesheets Tap Sign Timesheets to display the timesheets that you added, or someone has added for you, and you need to sign. Timesheets that are not signed by the owner are marked Signed (in red text). If there is only one timesheet to sign, tapping Sign Timesheets displays the timesheet. If there are multiple timesheets to sign, tapping Sign Timesheets displays the list of timesheets.
Attention: For more information, see Sign a Timesheet on the Tasks Screen.
✓ ✓
Update Timesheets Tap Update Timesheets to display the timesheets that you need to check and update. If there is only one timesheet to update, tapping Update Timesheets displays the timesheet. If there are multiple timesheets to update, tapping Update Timesheets displays the list of timesheets.
Attention: For more information, see Update a Timesheet.
✓ ✓
Submit Expense Reports Tap Submit Expense Reports to display the expense reports that you created, or someone has created for you, and you need to submit for approval.
Attention: For more information, see Submit an Expense Report for Approval on the Tasks Screen.
✓ ✓
Approve Expense Reports This task category is displayed and available only for resource managers. Tap Approve Expense Reports to display the Approve Reports screen, where you can approve or reject expense reports submitted for approval.
Attention: For more information, see Approve an Expense Report.
✓
Approve Expense Charges This task category is displayed and available only for resource managers. Tap Approve Expense Charges to display the Approve Charges screen, where you can approve or reject expense report charges submitted for approval.
Attention: For more information, see Approve an Expense Report Charge.
✓
Approve Attachments This task category is displayed and available only for resource managers. Tap Approve Attachments to display the Approve Attachments screen, where you can approve or reject expense report attachments submitted for approval.
Attention: For more information, see Approve an Expense Report Attachment.
✓
Approve Leave Requests This task category is displayed and available only for resource managers. Tap Approve Leave Requests to display the Approve Leave screen, where you can approve or reject leave requests.
Attention: For more information, see Approve a Leave Request.
✓
Correction Request This task category is displayed and available only for resource managers. Tap Correction Request to display the Correction Request screen, where you can approve or reject timesheet correction requests.
Attention: For more information, see Approve a Correction Request..
✓