Costpoint Online Help

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Edit Day Subtask

Use the Edit Day subtask to specify the properties of a selected date, for example, time taken as leave and hours spent working off-site.

Location

To display the form, complete the following steps:

  1. In the Time and Expense module, click Time > Timesheets > Work Schedule.
  2. In the Employee Work Schedule Dates section, click the Edit Day subtask button.

Contents

Basic 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.

Date The date you selected in Month/Week results table displays here. Use the directional arrows to navigate to another day within that same week, or select a date from the Month/Week results table.
Day of Week This field displays the weekday for the date you selected.

Properties

Field Description
Non-Work Day

Select this check box to designate the date that you selected in the Month/Year results table as a non-working day.

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. 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

Use this property to indicate that you are taking leave on the selected date. Also, under Leave, enter the time period you will be on leave and the number of hours of leave you will take.

  • If your timesheet class is set up to require leave to be requested, the leave appears in the Month/Year results table as pending until it has been approved.
  • If the timesheet class does not require leave requests, the leave appears as scheduled leave in the Month/Year results table.
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 have 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 for the employee.

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 Day of Week Properties subtask.

Leave

Field Description
Hours

If you are taking leave on the selected date, you can enter the number of hours to be taken in Hours under Leave.

You must select the Leave check box under Properties before you can make entries in the fields under Leave.

If your timesheet class is set up to require leave to be requested, the leave appears in the Week/Year results table as pending until it has been approved.

Start Time/End Time

Use Start Time and End Time under Leave to enter the start and end time of the leave period for the selected date.

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 time 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.