Time Workflow

A time entry in Celoxis passes through various states as shown below.

Saved
Saved indicates that the time entry has been saved but not submitted for approval.
  • Anyone with add time privilege can create a time entry in this state.

Pending Approval
Pending approval indicates that the time entry has been submitted for approval.
  • Anyone with add time privilege can create a time entry in this state.
  • The submitter can continue to edit time entries in this state.

Approved
Approved indicates that the time entry has been approved by all approvers setup in your approval workflow.
  • Anyone part of the approval workflow can approve time.
  • Once approved, that time entry cannot be edited by the submitter. However, anyone with the Approve privilege can make changes to the time entry.
  • Information from approved time entries like hours, cost and revenue are rolled-up to their respective work items and projects.
  • During approval, the time entry is updated with the latest bill and cost rate.

Rejected
Rejected indicates that the time entry has been rejected by an approver.
  • Anyone part of the approval workflow can reject time.
  • The submitter is notified through an email.
  • The time entry will start showing in the weekly timesheet screen of the submitter where it can be edited or deleted and can be resubmitted for approval.
  • A rejected time entry resubmitted for approval has to go through the entire approval workflow.

Invoiced
Invoiced indicates that the time entry has been marked as invoiced.
  • Only time entries marked as Billable can be invoiced.
  • Anyone with Invoice privilege can invoice a time entry.
  • Once invoiced, the time entry’s invoiced hours and revenue are rolled-up to their respective work items and projects. E.g. invoiced revenue and invoiced hours.