Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Edit Daily Schedule Subtask

Use the Edit Daily Schedule subtask to make changes to your weekly schedule where it differs from the company schedule. These specifications apply to the week you select in this subtask and are ongoing.

Location

To display the subtask, complete the following steps:

  1. In the Time & Expense module, click Time > Timesheets > Manage Work Schedule.
  2. Click the Daily Schedule subtask button.

Contents

Background Information Fields

Field Description
Type

This non-editable field displays what type of properties you are viewing for the date, for example, Company Day of Week.

Day of Week This field displays the day of the week. Click the directional arrows to advance through the other days of the week.

Properties

Field Description
Non-Work Day

Select this check box to designate the days that you selected in the calendar as non-working days.

Use this property for weekends or other days, other than holidays and leave days, on which you do not work.

Holiday

Use this property for company holidays.

Flexible

This check box is available if you selected the Non-Work Day, Holiday, or Vacation check boxes.

  • If you selected the Non-Work Day check box, select Flexible to charge hours to the date or day of the week. If a date is a non-workday and is not flexible, you cannot enter hours for that date.
  • If you selected the Holiday check box, select Flexible to work that date and take the holiday on another date.  If a date is a holiday and is not flexible, you must use the holiday charge for that date.
  • If you selected the Leave check box, select Flexible to work that date and take the leave on another date.  If a date is set up as leave and is not flexible, you must use the leave charge for that date.
Leave This check box is not enabled in the Day of Week subtask. To set up leave for a particular date, click the New Leave Request button on the Work Schedule screen.
Standard Hours

For each day on the schedule, you can set a standard number of hours. Time & Expense uses this to determine how many hours you should have worked and for which days. By adding up the standard hours for a timesheet period, Time & Expense can determine the standard hours for the period. Even if a day is defined as a workday, you do not need to enter any hours unless the value in Standard Hours for that day is greater than zero.

Lunch

Field Description
Hours

Enter the expected number of hours for lunch.

If you enter time in/time out information when completing a timesheet, this value becomes the default number of non-work hours for the date.

Start Time/End Time

If Time & Expense is set up to track start and end times for lunch, you can enter default start and end times for specific dates or days of the week.

When you enter time, these times appear by default when you open the Time In/Out dialog box to record in/out times for the day.

If Track Lunch Start/End is not selected on the Miscellaneous tab of the Configure Time Settings screen, these fields do not appear in the Date Properties subtask or the Day of Week Properties subtask.

Leave

This check box is not enabled in the Day of Week subtask. To set up leave for a particular date, click the New Leave Request button on the Work Schedule screen.

Work: On-Site

Field Description
Hours

The number of on-site work hours is calculated based on the standard hours, leave hours, and off-site work hours specified for the date:

On-site work hours = Standard hours - leave hours - off-site work hours

Start Time/End Time

Use Start Time and End Time under Work: On-Site to enter the start and end times of your on-site work hours.

If you enter time in/out when completing timesheets, these times become the default time in and time out for the date.

If you enter start/end times, the start time for the date in the schedule becomes the default start time for the first start/stop time record for that date in the timesheet.

Work: Off-Site

Field Description
Hours

If you will perform off-site work on the selected date, you can enter the expected off-site hours in Hours under Work: Off-Site.

If you are required to enter in and out times when entering timesheets, these hours become the default off-site work hours for the date when you open the Time In/Out dialog box to enter those times.

Start Time/End Time

If you will perform off-site work on the selected date, use Start Time and End Time under Work: Off-Site to enter the start and end time of your off-site work hours.