New Entry Tab Utilities>Project History

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Overview

New Entry Tab. New historical entries are made on this tab. The amount of detail I up to the user.

Note: Click on Add Entry in the toolbar to post the entry.

 

New Entry Field Descriptions Below

Utilities_ProjectHistory_NewTab

 

Options

 

Project - WBS Path; required field.

 

Employee - Employee. Required. If you do not wish to record to the employee level, then add an inactive employee and name it something like "History".

 

Job Title - Optional.

 

Home Org Unit - Optional

 

Charge Org Unit - Optional

 

Labor Code - Optional

 

Hours

 

Work Hours - Hours worked

 

Bill Hours - Hours to charge client. Typically same as work hours.

 

Bill Status - Required

 

Work Date - Date of work; can be an As-of date.

 

Is Hourly Employee - When checked, the timesheet entry is flagged as being an hourly employee; optional.

 

Is Overtime/Premium - When checked, timesheet is flagged as overtime.

 

Extended Dollar Amounts

 

Pay - Extended pay amount

 

Job Cost - Extended job cost amount.

 

Bill - Extended bill amount

 

Comments - Comments to appear in Project Management reports.