Manage Timesheets as a Proxy User

As a proxy user, you can create, edit, and sign timesheets on behalf of other users, if the role permits.

Note: Proxy permission is set by your system administrator for your Timesheet Group Class and functional role rights through Costpoint Time & Expense.
Attention: For more information on proxy users, see Mobile Time for Access for Proxy Users.

To manage timesheets as a proxy user:

  1. On the Timesheet screen, tap next to the Resource field.
  2. On the Resource screen, perform one of the following actions:
    • Scroll through the list and tap a user.
    • Tap Search Name to search for user by name, tap , and tap a user from the list.
    • Tap Search ID to search for user by ID, tap , and tap a user from the list.
    The timesheet information of the selected user based on the timesheet period is displayed on the Timesheet screen.
  3. Perform the required timesheet task (for example, add, edit, or sign a timesheet.)
    Attention: For more information, see Timesheets Tasks.
  4. Tap to refresh the Timesheet screen with your own timesheet.