Restricting Timesheets Based on Allocation

By restricting submissions to the assigned hours, billing accuracy is enhanced, making financial management more precise. Additionally, it optimizes resource management by preventing overwork, ensuring employees can effectively contribute to various projects. This leads to improved project management, as resources are used efficiently across multiple tasks. Ultimately, it gives project managers greater control over both resource allocation and timesheet submissions, resulting in smoother operations and better oversight.

Note: This feature is available to organizations that have subscribed to the Resource Management module.

How to Configure

To activate or deactivate this feature, go to the project section, click on Projects, select a project name, go to Settings, click on Timesheet, and then click on Edit settings.

Find the setting to limit timesheet entries according to allocated hours, enable that option.

For example, if a resource is assigned a 50% allocation in a project and is available for 8 hours per day, they will be restricted from submitting timesheets exceeding 4 hours per day for that specific project.

Setting Resource Availability

To set the available hours for a resource, go to Resource Settings. This will allow you to define the maximum number of hours a resource can work per day.

Go to the Policies and Settings section, then select Resource Management and click on Allocations to view the details.

Here, you can specify the standard hours for resource allocation per day as the capacity settings.

By utilizing this new feature, organizations can streamline resource management, improve project efficiency, and maintain accurate billing records.

For more in-depth guidance on handling resource allocation settings within Keka PSA, feel free to click here for valuable information: Managing resource allocation settings for Keka PSA