Time Sheet Detail Personal>Time Sheets

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Overview

The time sheet entry grid displays fields available to enter as a part of your time sheet. Additional fields can be added/removed from the detail using the column chooser (gear icon) in the upper left of the detail grid. All fields can be reordered in the grid.

Field Descriptions

Description - The timesheet entry grid displays fields available to enter as a part of your timesheet. Additional fields can be added/removed from the detail using the column chooser (gear icon) in the upper left of the detail grid. All fields can be reordered in the grid. The timesheet grid, specifically, allows you to pin a column (much like freezing a column in Excel). To do so, click the Pin icon contained in the column header. Below is a list of available grid and standard fields listed alphabetically.

 

•Project Path - Project the transaction is being entered against. Only allowable projects can be used. An allowable projects is determined by a Project Active Flag, Timesheet Allow Date Entry, Profit Center Membership, and (potentially) a Project Team Membership list. The lookup for this field is split into two sections. The top section is used to select a Bill Terms Node (project). Once selected, the bottom section lists the allowable WBS nodes. More on Projects
•Project Name - Project Name of the project associated with the line item
•J (Job Title) - Job Title associated with the time record. List shows the allowable Job Titles for selection based on associated Rate Schedules, Project Membership and/or Employee Job titles. More on Job Titles
•L (Labor Code)** - Labor Code associated with the time record. More on Labor Codes
•LOC (Location)** - Location of the time record. More on Locations
•Approval Status - Status of the Line Item. This is enabled with Line Item Approval. More on Approvals
•Days of the Week Columns - Regular hours (non-overtime) worked for the Project on a given day.
•Reg - Total regular hours for line item. Negative entries are supported (e.g. -1).
•OT - Total overtime hours for line item. Negative entries are supported (e.g. -1). Users can be given the ability to use Overtime in their time sheets at Global Settings>Time and Expense Tab>Allow Users to Edit Timesheet section.  Overtime Types are also available. More on Overtime Types

Note - The overtime pop-up is triggered by clicking "o" on the keyboard.

•S (Bill Status) - Bill Status of the time record. Users can be given the ability to modify Status in their time sheets at Global Settings>Time and Expense Tab>Misc>Allow Users to Edit Bill Status in Time and Expense
•Total - Total hours for line item
•Work Order** - Work Order time is being entered against. When a Work Order is used, the project (WBS) path, the labor code, and the job title will fill out automatically. The project cannot be overridden. More on Work Orders

 

 

Additional Columns

Description - Fields can be selected using the column chooser (gear icon) in the upper left of the detail grid.

 

•Client Code - Client Code associated with the line items (via the Project). More on Clients
•Client Name - Client Name associated with the line items (via the Project)
•Labor Name** - Labor Name associated with the line item (via the Labor Code). More on Labor Codes
•Location Code** - Location Code associated with the line item (via the Location selection). More on Locations
•Location Name** - Location Name associated with the line item (via the Location selection)
•OT Hours** - Adding this adds an OT entry column for each day in the timesheet.Users can be given the ability to use Overtime in their time sheets at Global Settings>Time and Expense Tab>Allow Users to Edit Timesheet section.