Key Features

• Time Logging and Submission: Users can record hours worked on audit tasks, issues, milestones, and engagements using time cards and timesheets.
• Approval Workflow: Time cards are routed for approval based on the user’s timesheet policy, specifically the Non-project time approver field. If no approver is set, users with the Time Card approver role can approve time cards.
• Manager Capabilities: Managers with the appropriate role can log time and submit timesheets on behalf of their team members.
• Direct Submission: Users can submit time cards directly through the timesheet portal without navigating through the audit engagement interface.
• Rollup of Resources and Expenses: When an engagement is linked to a project, approved time cards and processed expenses roll up to the engagement, providing accurate aggregated reporting.

Practical Considerations for Customers

• Plugin Activation: To enable this integration, activate the Project Portfolio Management and GRC: Advanced Audit plugins.
• Advanced Planning: Ensure advanced planning is enabled on the engagement for time card functionality to work properly.
• Project Creation Order: Although time cards can be created before a project is set up for an engagement, it is recommended to create the project first to ensure accurate expense and resource reporting.
• Roles and Approvals: Confirm users have the required roles for time card approval as defined in the Advanced Planning and Project Portfolio Management integration documentation.

Expected Outcomes

By integrating Audit Management with Time Card Management, customers can expect streamlined time tracking and approval processes for audit-related work. This integration provides enhanced accuracy in reporting actual resources and expenses against audit engagements, improving project oversight and resource allocation.