As a PM, I can control capacity

Project managers (PM), and other managers (PMA, PMO, PfM, PgM), can control project resources capacity at CONTROL > Control Resources > Capacity:
Capacity provides two tabs:

  • Team Members

  • Material Resources

Select the appropriate tab depending on the type of resource you want to review or update.

First, select the resource. Then go to the week to control. If capacity state for the week is “Submitted”, this means the resource has submitted the week for approval. Click the button [Approve] to approve the whole week. Click button [Reject] to reject the whole week.

While [Approve] or [Reject], Project Managers (PM) have the option to select a specific work package to approve or reject only those timesheets or Material Usage.

Click the [Approve] or [Reject] button to approve for a day or the entire week for an individual work package.

Click a day number to review capacity usage for a specific date. Below, you will see one row for each assignment (Team Member or Material Resource) with reported capacity usage (hours or units) for that day. A team member or material resource can have multiple assignments on the same day.

Click the assignment to see the details:

The Project Manager (PM) can approve or reject that particular day.

Project Managers (PM), and other managers (PMA, PMO, PfM, and PgM), can record and manage the actual usage of material resources assigned to work packages by navigating to:

CONTROL → Control Resources → Capacity → Material Resources

Select the Material Resources tab and choose a material resource to review its planned and actual usage.

When a material resource is selected, the Update Usage button becomes available.

Update Material Usage

Click Update Usage to record or modify the actual quantity of the selected material resource used during the selected week.

The Update Material Usage dialog displays all assignments for the selected material resource within the selected week.

Project Managers (PM) can:

  • Enter or update the quantity used for each assignment during the selected week.
  • Save changes without submitting the usage.
  • Submit the usage for approval.
  • Delete an existing usage assignment using the Delete button.

Material Usage Status

Each material usage record has one of the following statuses:

  • In Progress: Material usage has not yet been submitted.
  • Submitted: Material usage has been submitted.
  • Approved: The Project Manager has approved the submitted material usage.
  • Rejected: The Project Manager has rejected the submitted material usage.

The current status is displayed at the top of the Update Material Usage dialog.

The Update Material Usage dialog provides two views:

  • Week: Displays the material usage entered for each day of the selected week.
  • Day: Displays the usage details for a single day.

Click Day to review the material usage for a specific day.

Each row represents a different material resource assignment (Project / Work Package).

From the Day view, click the Edit icon to update the details of a material usage entry.

The Edit Usage dialog allows Project Managers to update additional information related to the selected usage.

The following fields are available:

  • Business Unit: Displays the Business Unit that owns the project.
  • Project: Displays the project associated with the material usage.
  • Work Package: Displays the work package where the material resource is assigned.
  • Material: Displays the selected material resource.
  • Units: Enter or update the actual quantity of the material resource used.
  • Request Order: Enter the purchase request order or reference number, if applicable.
  • Internal Code: Enter an internal tracking or inventory code, if applicable.
  • Description: Enter additional information or notes about the material usage.
  • Attach Receipt: Attach supporting documents such as receipts, invoices, or other evidence of material consumption.

Click Save to update the material usage, or Delete to remove the usage record.

Project Managers (PM) can approve/reject in bulk, not just for a day or a week, but for longer periods, at More … > CAPACITY. First, select the right time frame. Then filter state “Submitted” and click [Approve All] or [Reject All]. If you filter state “Approved”, then you can click [Reject All]:

Project Managers (PM) can control timesheets with the mobile application. Once they have entered any organization (for instance, DEMO PMPeople), they need to select the role Project Manager, then the project and finally, hit the menu option Control Resources > Control Time Sheets:

Select a team member to see his/her hours per week. Select a day to approve/reject. Click the row below to see the hours reported that day for that work package.

Frequently Asked Questions
Can project managers approve capacity in bulk?

Yes. Project Managers (PMs) can bulk approve or reject submitted capacity for both Timesheets and Materials using the Control > Control Resources section.

Can I review and control timesheets from the mobile app?

Yes, the PMPeople mobile app allows PMs to view and approve/reject team timesheets for selected projects.

What happens if a capacity is rejected?

If a timesheet or material usage is rejected, the assigned resource must update the reported usage and resubmit it. Only Submitted entries can be approved or rejected.