Manager

Review-first project work without supervisor-only controls.

Managers share the core review pages with supervisors, but they do not carry the same lifecycle and funding control. This page shows the practical manager workspace in an active project and highlights what a manager actually uses day to day.

Overview Authentication Superadmin Supervisor Employee

Manager Workflow Summary

  1. Start from the dashboard for project shortcuts and review context.
  2. Use the timesheets page as the main review surface.
  3. Create delegated approved entries from the add-approved-entry dialog when needed.
  4. Use the settings branch for member visibility, project context, and report generation.

Task Recipe

Review Member Timesheets

This is the most common manager use case and starts from the project timesheets page.

  1. Open the project /timesheets page.
  2. Choose the member you want to review or keep the broader member scope that the page currently exposes.
  3. Use the workspace counters to understand the current approval state.
  4. Inspect the returned rows and use the row-level review actions where needed.

Task Recipe

Create A Delegated Approved Entry

Managers often need to record approved time directly for a team member.

  1. Open the project timesheets page.
  2. Use Add approved entry.
  3. Select the target project member.
  4. Choose the day, work package, and any optional task context.
  5. Enter the funding-hour details required by the form.
  6. Save the row in approved state.

Task Recipe

Generate A Monthly Report For A Member

Managers can use the reporting surface without needing supervisor-only funding access.

  1. Open /settings/monthly-reports.
  2. Choose the project member and the report month.
  3. Apply filters to refresh the history table.
  4. Use Generate version when the page is ready to create a new report version.

Dashboard

The manager dashboard is the landing page that points the user toward review work. It is less about deep editing and more about entering the correct project or timesheet surface quickly.

Route/dashboard
Main actionsOpen project, open timesheets, review timesheets

What You Can Do Here

  • Review dashboard-level summaries.
  • Jump directly into the correct project workspace.
  • Move into timesheet review without first browsing project settings.
Click the screenshot to open it full screen.

Timesheets Review

This page is the manager’s main working surface. It combines project-member review, filters, month-level counters, and delegated-entry creation in one project-specific page.

Route/projects/project_mk_safenet/timesheets
Main actionsApply filters, choose project member, Add approved entry, use row-level actions

What You Can Do Here

  • Switch between specific member review and broader project-member scanning.
  • Read the logged, submitted, approved, and rejected counters for the current member workspace.
  • Use the add-approved-entry flow to create reviewed entries directly.
  • Use the row actions for review work where the current entry permits them.
  • Keep the whole review loop inside one page instead of jumping through multiple project routes.
Click the screenshot to open it full screen.

Add Approved Entry

The delegated approved-entry dialog is one of the core manager use cases. It allows the manager to create an already reviewed entry for a chosen member from the timesheets page.

EntryTimesheets page → Add approved entry
Use whenRecording a reviewed entry directly for a team member

What You Can Do Here

  • Choose the project member who should receive the approved row.
  • Select the project day that the entry belongs to.
  • Choose the work package and optional task context.
  • Enter the funding-source hour split required by the page.
  • Save the row directly in approved state.

Typical Use Case

  1. Open the project timesheets page.
  2. Use Add approved entry.
  3. Choose the member and the day.
  4. Fill in the work-package and funding-hour details.
  5. Save the approved row.
Click the screenshot to open it full screen.

Settings Hub

Managers can open the project settings branch, but their scope is narrower than the supervisor’s. The visible tabs show where a manager can work without crossing into the supervisor-only funding and lifecycle controls.

Route/projects/project_mk_safenet/settings
Visible tabsBasic info, members, work packages, monthly reports, payout reports

What You Can Do Here

  • See the current project metadata and overall settings context.
  • Navigate into member and work-package pages.
  • Open reporting pages without leaving the project settings branch.
Click the screenshot to open it full screen.

Members

The members grid is one of the main managerial oversight pages. It allows the manager to inspect current team composition and start the lookup-driven add-member flow from the settings branch.

Route/projects/project_mk_safenet/settings/members
Main actionsSearch, filter by role, Add new, row-level actions

What You Can Do Here

  • Search or filter the roster before paging the team list.
  • Review operational role and current labor-role information per member.
  • Start the add-member path from the dedicated button.
  • Use the row-level controls exposed to managers on current team members.
  • Use the page as the quickest answer to “who is on this project right now?”
Click the screenshot to open it full screen.

Monthly Reports

Managers can also use the monthly report page. It is not only a read-only listing. It is the project route for selecting a person and month, reviewing version history, and generating a new report version when the prerequisites are satisfied.

Route/projects/project_mk_safenet/settings/monthly-reports
Main actionsChoose member, choose month, apply filters, Generate version

What You Can Do Here

  • Choose the project member whose report history is relevant.
  • Set the report month before refreshing the grid.
  • Filter the version table and inspect report-history state.
  • Generate a new version for the chosen scope when approved entries are present.
Click the screenshot to open it full screen.