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) |
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