Use this screen to establish defaults for timesheet lines based on a specific project.
In this application, you can associate or link an organization, account, GLC (General Labor Category), PLC (Project Labor Category), pay type, labor location, workers' compensation code, Ref 1, and Ref 2 to a specific project.
When you enter the project on a timesheet line, this default information will populate its respective fields.
Establishing project timesheet defaults reduces data entry in the Enter Timesheets program (People\Transactions\Timesheets).
There are 12 levels of timesheet line defaults, each associated with a specific application. With the exception of the Employee Timesheet Line Type Defaults and the Timesheet Line Type Defaults screens, each application allows you to establish timesheet line defaults based on a specific project. There are 10 applications, therefore, that are project-specific, and the timesheet line defaults are based on the project you identify.
The Project Timesheet Defaults screen is the fifth level of defaults that may be imported onto a timesheet line when you enter a project. If you have entered information into any of the fields in the Defaults group box in the Assign PLCs (Projects\Maintain\Labor Categories), Employee Project/Account Group Timesheet Defaults (People\Maintain\Timesheet Defaults), Labor Group Project/Account Group Timesheet Defaults, or the Linked GLCs screens (Projects\Maintain\Project\Project User Flow), the information entered in those screens is used instead of the information you enter here.
This application includes logic that allows you to compute and report tax withholdings for multiple states.
Initialize the Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Structures (Accounting\Maintain\Organizations), Organization Elements (Accounting\Maintain\Organizations), Define Ref Structures, Maintain Ref Elements, Pay Types (People\Configure\Labor), Labor Locations (People\Configure\Labor), General Labor Categories (People\Configure\Labor), Project Labor Categories (Projects\Maintain\Labor Categories), and Workers' Compensation Codes (People\Configure\Work-Related Injuries-Illnesses) screens before establishing project timesheet defaults.
In addition, you must establish project timesheet defaults before entering timesheets.
Use this block to identify a project.
Project *
Enter, or use Lookup to select, up to 30 alphanumeric characters to identify the project for which you want to establish timesheet line defaults.
The description for this project displays in the adjacent, non-editable field.
Select this checkbox to allow these defaults to be used for all levels of this project.
Use the fields in this block to default a timesheet line for this project.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the organization to default on the timesheet line for this project. The organization and account number must be linked in the Account/Organization Links screen (Accounting\Maintain\Organizations).
The description for this organization displays in the adjacent, non-editable field.
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the account to default on the timesheet line for this project.
The description for this account displays in the adjacent, non-editable field.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the (GLC) general labor category code to default on the timesheet line for this project.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the (PLC) project labor category code to default on the timesheet line for this project.
Enter, or use Lookup to select, up to three alphanumeric characters to identify the pay type code to default on the timesheet line for this project.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the labor location to default on the timesheet line for this project.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the workers' compensation code to default on the timesheet line for this project.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the reference number data to default on the timesheet line for this project.
Enter, or use Lookup to select, up to 20 alphanumeric characters to identify the reference number data to default on the timesheet line for this project.
* A red asterisk denotes a required field.
The following are source tables whose data is evaluated when you establish project timesheet line defaults:
PROJ_TS_DFLT (Project Timesheet Defaults)
ACCT (Accounts)
ORG (Organizations)
REF_STRUC (Reference Structures)
PAY_TYPE (Pay Types)
LAB_LOC (Labor Locations)
WORK_COMP (Workers' Compensation Codes)
BILL_LAB_CAT (Billable Labor Categories)
GLC_CD (General Labor Categories)