Filters Index

Top  Previous  Next

The following are used to filter the loaded Time / Expense Sheets for evaluation.

 

Note Approver filter buttons are used to load records associated with employees for which the logged in user is defined as an approver.

 

Time / Expense Sheet Tabs

 

Approver - Filters records for any employee to which you are assigned as the Default Approver
Alternate Approver - Filters records for any employee to which you are assigned as the Alternate Approver
Additional Approver - Filters records for any employee to which you are assigned as an Additional Approver
Any Approver - Filters records for any employee to which you are assigned as any approver (Default, Alternate or Additional).
Include Unsubmitted - When selected, Unsubmitted Time / Expense Sheets are included in the loaded records.
Include Rejected - When selected, Rejected Time / Expense Sheets are included in the loaded records.
Include Submitted - When selected, Submitted Time / Expense Sheets are included in the loaded records.
Include Approved -  When selected, Approved Time / Expense Sheets are included in the loaded records.
Include Pending - When selected, Unapproved time / Expense Sheets that are awaiting line-item approval are included in the loaded records.
Since Date (Time Sheets only) - Date used to filter all  time sheets that have a work date on or after the selected date.

 

Time / Expense Sheet Line Tabs

 

Project Manager - Filters records for any items associated with projects to which the logged in user is designated as the Project Manager (PA>Projects> Members Tab)
Principal-In-Charge - Filters records for any items associated with projects to which the logged in user is designated as the Principal-In-Charge (PA> Projects> Members Tab)
Project Accountant - Filters records for any items associated with projects to which the logged in user is designated as the Project Accountant (PA> Projects> Members Tab)
Any Leader - Filters records for any items associated with projects to which the logged in user is designated as any of the above Project Leaders (or Allowed Approver assigned on Project)