Page 32 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Manager – My Team

If you have been assigned a Manager role in the Subcontractor Portal, the My Team
menu is available to view a list of people and their timesheets and expense reports.
Managers can only see users in the time or expense approval groups for which the
manager is an approver.

Navigate: Portal > Dashboard > MANAGE > My Team (Left Menu)

A Subcontractor Portal Manager can view user profile information (PEOPLE tab),
timesheets (TIMESHEETS tab), and expense reports (EXPENSES tab) for their Team.
Each tab of information will display a listing with various fields which can be used to
Search and Filter. Click on a row to see the User’s Account DETAILS and any
ATTACHMENTS.

Timesheets and Expenses Tabs
Clicking on the Timesheets tab will display a listing of the users' timesheets and the
Expenses tab will display a listing of the users' expense reports. The Approver icon is
available to see the list of approvers for SUBMITTED or APPROVING statuses. The
number in the Attachments (paperclip icon) column indicates the number of
attachments. Select a specific row to display the transaction details.

Bulk Actions - Download As CSV
To download timesheet or expense information into Excel as a CSV file, click on Bulk
Actions slider at the bottom of the page. Then Select the checkboxes for the
transactions to download. The Download as CSV button option will appear above the
list and will be enabled to now be selected. The downloaded information provides
additional details such as the associated Purchase Order and Line numbers. For
timesheets, the Cost Rate field will only be populated for users who are HR
Administrators.

LESSON 3 USING - SUBCONTRACTOR PORTAL
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