Contents of the Timesheets Form: Units

If you set the Hours/Units toggle on the Timesheet form to Units, the fields in the Timesheets grid support the entry of unit quantities.

Fields

Field	Description
Timesheet search	Use the search field to search for and select the timesheet that you want to review, update, or submit. The options that you see are dependent on the administration level for your employee record on the Time tab in Hubs > Employees in the desktop application: Staff: You can access only your own timesheet. Group: You can access timesheets for employees assigned to the timesheet groups to which you have access. Company: You can access timesheets for employees who are in your home company. System: You can access timesheets for all employees. Click the filter drop-down arrow on the left side of the search field and select a search type. These search filters include timesheets from other companies if your firm has multiple companies. If you can access only your own timesheet, the following search filters are available: Current Period: Display your timesheet for the period including today's date. Previous Period: Display your timesheet for the period before the current period. All: Display all your timesheets. All Pending Approval: Display timesheets that are waiting for your approval. This filter appears only if you are authorized to approve your own timesheets and you have an approval assignment for the current step in the workflow. [saved custom search filter ]: Select a previously saved custom filter to display the timesheets returned by that search. Custom: Display the Custom Search dialog box where you can create and apply a custom search filter, which you can save for future use. The Custom Search dialog box includes timesheet fields, such as Period Status and Timesheet Status. You can also add additional search criteria to the dialog box to filter your search. Custom searches are limited based on your approval role and access rights. If you can access other employees' timesheets, the following search filters are available: My Timesheets: Display a list of all your timesheets. All Current Period: Display a list of timesheets for all accessible employees for the period including today's date. All Previous Period: Display a list of timesheets for all accessible employees for the period before the current time period. All Missing: Display a list, by time period, of timesheets that are missing for all accessible employees for the period before the current time period. When you select a missing timesheet, a new timesheet is automatically created and the status value is reported as In Progress. All in Progress: Display a list of timesheets for all accessible employees that were started but not yet submitted for approval. All Submitted: Display a list of timesheets for all accessible employees that were submitted for approval and have not yet been approved. All Pending Approval: Display a list of timesheets for all accessible employees that are waiting for approval. This filter appears even if you are not responsible for the approvals. The number of timesheets awaiting your approval displays with the filter results. Custom: Display the Custom Search dialog box where you can create and apply a custom search filter, which you can save for future use. With the ability to access others' timesheets enabled, additional search fields are available on the Custom Search dialog box such as Employee Name to search for employees on accessible timesheets, Employee Status to search specifically for active, inactive or terminated employees, and Timesheet Group to search for employees that belong to a specific timesheet group as set up in Time Settings. After applying a custom search, you can type in the search field above the results to filter them or click next to Sorting Options to select whether you want to sort by period end date or employee name. From the search results list, select the timesheet to display on the Timesheets form. For information about creating and using searches, see the following topics in Basics: Search for and Select a Record Create a Custom Search Filter Custom Search Dialog Box
# of #	The currently-selected timesheet and number of timesheets in the current search display to the right of the search field. Click the left and right arrows to view them in sequence.
+ Add Timesheet	Click this option to create a timesheet for yourself or other employees. In the drop-down menu list, select one of the following: For Myself: Create a new timesheet for yourself. In the Add Timesheets dialog box, select the timesheet period and the company for the timesheet if you have multiple company and you are active in more than one company. For Someone Else: Create a new timesheet for another employee. This option displays only if you have the appropriate access rights to create timesheets for other employees. In the Add Timesheets dialog box, select the employee, timesheet period, and the company for the timesheet if you have multiple company and the employee is active in more than one company.
Employee Name	The name of the employee associated with the timesheet displays below the search field. You can click the employee name to open the Employee Card dialog box and view additional information about the employee.
Company Name	If you have multiple companies, the name of the active company displays below the employee name.
	This icon displays between the employee's name and the timesheet period when the timesheet is locked. You can display and print a locked timesheet but you cannot make changes to it. Timesheets are locked to prevent changes under the following circumstances: The timesheet was submitted, and you are not allowed to resubmit timesheets. The timesheet is posted. The timesheet period is closed.
Timesheet Period Date Range	The start and end dates for the selected timesheet period display beside the employee's name.
Hours/Units	This toggle switch allows you to specify timesheet values in hours and/or units. Depending on the selected setting, the fields on the form allow you to enter either hours or units. This switch is available on the Timesheets form only if the Enable Unit Entry field is set to Yes on the Options tab in Settings > Time and if Allow Employee to charge Units in Timesheet is selected on the Time tab of the Employees hub in the desktop application.
Actions Menu	Select an item in the Actions menu to perform any of the following tasks: Save: Select this option to save your timesheet entries. Submit: Select this option to submit the current timesheet for approval processing. In the Confirm Electronic Signature dialog box, enter your signature and password and click OK to submit the timesheet. After you submit, the timesheet status changes to Submitted. Copy Previous Timesheet: Select this option to copy all rows from another timesheet into the currently displayed timesheet. On the Copy a Timesheet dialog box, use the drop-down menu to select the timesheet you want to copy into the current timesheet. Only the project/phase/task/labor code/billing category combinations are copied; the hours or units are not. If the Labor Code column is not available or your security role does not have rights to change the labor code, the labor code for copied rows is set to the default. If the Labor Category column is not available, the labor category for copied rows is set to the default. Copy Planned Hours: Select this option to populate timesheets with data from projects for which you have planned hours. The project, phase, task, and labor code are entered on the timesheet for each assignment. This option is available if the Resource Planning application is activated on the Modules tab in Settings > General Settings. Request New Absence: Select this option to enter and submit an absence request. This option is available if at least one absence accrual is checked in the Use Approval Workflow for Absence Requests column on the Absence Accrual Setup tab in Settings > Advanced Accounting > Time Analysis in the desktop application. Previous Absence Requests: Select this option to display the Previous Requested Absence dialog box, where you can update comments, see workflow progress information, or delete requests that are no longer needed. This option is available if at least one absence accrual is checked in the Use Approval Workflow for Absence Requests column on the Absence Accrual Setup tab in Settings > Advanced Accounting > Time Analysis in the desktop application. Acknowledge Transfers: Select this option to open the Billing Transfer Audit dialog box, where you can review and acknowledge billing labor transfers. Floor Check: Select this option to review the status of time entry for your employees. Print: Select this option to print the displayed timesheet.
	Click this icon to control whether or not a timesheet report prints automatically when you submit a timesheet. On the Timesheet Settings dialog box, select from the following options: Select Detailed Timesheet to print the timesheet entries for a single employee and labor period. The report includes all information entered on the employee's timesheet. Select Summarized Report to print a summarized view of timesheet entries for a single employee and labor period. This report is a more compact version of the Detailed Timesheet report, without work breakdown structure names or timesheet comments. Select Do Not Print Report to prevent a timesheet report from printing automatically when you submit a timesheet. Select Page Break by Project if you want timesheet data for each project to print on a separate page. This setting remains in effect until you select it again to clear it. Select Include Revision Audit Report to include revision audit information at the end of the Detailed Timesheet report or Summarized Timesheet report. This option is only available if revision auditing is enabled for the employee. This setting remains in effect until you select it again to clear it.
Period Status	This field displays the status of the timesheet period: Open: The timesheet period is open for processing. Users with Staff access can open a timesheet, enter and edit data, and submit the timesheet. Users with Group, Company, or System access can enter, edit, submit, and approve any timesheet to which they have access. Closed: The timesheet period is closed for processing. Users with Staff access can open, copy, or print a timesheet, but cannot enter or edit timesheet data, or submit it. Users with Group, Company, or System access can still enter, edit, submit, and approve any timesheet to which they have access. Closed to Staff: The timesheet period status is set to Administrators in the Status field on the Time Periods tab in Settings > Time and you have Group, Company, or System access rights set in the Administration Level field on the Time tab of the Employees hub in the desktop application. You can open and copy your timesheet, enter and edit data, and submit it if resubmitting is allowed. Closed to Group Admin: The timesheet period status is set to System Administrators in the Status field on the Time Periods tab in Settings > Time and you have Company or System access rights set in the Administration Level field in the Time tab of the Employees hub in the desktop application. You can open and copy your timesheet, enter and edit data, and submit it.
Week or Timesheet Period Number	If Enable Period Number is selected on the Time Periods tab in Settings > Time, this field displays either the week number, if you have weekly timesheet periods, or the timesheet period number. Use this field as a reference to ensure that you are editing the correct timesheet.
Timesheet Status	This field displays the current processing stage of the timesheet and determines what actions you can take. The possible settings are: In Progress: The timesheet is incomplete and not submitted. You can enter and edit timesheet data and print the timesheet. Submitted: The timesheet is submitted for processing but not yet approved. You can open and print the timesheet but you cannot enter or edit data on it unless your security access allows you to resubmit timesheets. Approved: The timesheet is approved and ready to be posted. You can open and print the timesheet but you cannot enter or edit data on it unless your security access allows you to resubmit timesheets. Posted: The timesheet is posted. You can open and print the timesheet but you cannot enter or edit data on it. Your system administrator can change the status of a timesheet at any time before the timesheet is posted.
Approvals	This field displays when the timesheet is submitted and you have the employee timesheet workflow enabled.
	Click this icon to display an info bubble that provides information on the current approval status.
Approval Options	Approval options are available when: The approval workflow for timesheet is enabled. The timesheet was submitted. You have the appropriate approval role based on the approval workflow. The specific option is applicable for the current approval step and status as configured in the approval workflow. Click any of the following buttons to perform the corresponding tasks: Approve: Approve a timesheet. The Approve dialog box displays where you can enter an approval note. Reject: Reject a timesheet. The Reject dialog box displays where you are required to enter a rejection note. Reassign: Designate another employee to approve the timesheet. On the Change Assignment On Current Step dialog box, either select a person to add the new assignment to or move the assignment from one person to another. Click Change to change the assignment. Reopen: Reopen a previously approved timesheet to make changes. Unsubmit: Retract a submitted timesheet. This option is available if the timesheet is not yet approved in any of the approval steps of the approval workflow and Allow Employees to Unsubmit Their Own Timesheet is checked in the timesheet approval workflow settings in the desktop application.

Timesheet Grid

Use this grid to record your daily time and distribute the units among the projects that you enter in rows in the grid. On the left side of the grid, you specify project information. On the right side of the grid, you enter the units that you worked on a project per day.

Left Grid Column Selection

You can select the columns that display in the left side of the timesheet grid. Click in the upper-right corner of the grid to display the Units Grid Column Selection dialog box.

The column selections apply only to you. Other users can choose to display a different set of columns. The columns that display by default in the grid and the columns that are available for selection on the column selections dialog boxes are determined by selections that a system administrator makes in Time Settings.

For information about selecting columns, see Select Columns for a Grid.

Prefilled Rows

Rows may prefill in the timesheet grid for projects that you frequently enter time for, such as vacation time and training. This saves you time. Your system administrator sets up these projects in Time Settings on the Time Categories tab.

Adding, Copying, and Deleting Rows

To add a row to the grid to enter project information and hours worked, click the +Add Line button below the grid.

To insert, copy, or delete a row in the grid, hover over a row on the right side of the grid, click at the end of the row and select the desired action.

Moving between Fields in the Grid

Press the TAB key to advance the cursor across the fields in timesheet rows. Press SHIFT+TAB to reverse direction.

Left Grid Columns: Project Information

The left side of the timesheet grid shows the project columns such as the project, phase, task, and client name. You can allocate your time for each day to more than one project. To select the columns that display in the left side of the grid, click in the upper right corner of the grid.

You must select at least one column from each of the following pairs to display in the left side of the timesheet grid:

• Project or Project Name
• Phase or Phase Name
• Task or Task Name

If you are revising a timesheet that was saved or submitted and timesheet audits are enabled, the left side of the timesheet grid is read-only. You can modify only the hours or units for each row.

The following are all of the possible columns that can be displayed on the left side of the timesheet grid.

Field	Description
Approval Status	If timesheet line approvals are in use, this column displays by default as the first column in the grid and indicates the status of the timesheet line approval. The column is blank if the approval workflow has not started. indicates a line approval is in progress. indicates all line entries are approved. indicates at least one hours entry on the timesheet has been rejected. You can click the line approval link in each day's drop-down detail dialog to see the associated Time Lines Progress dialog box.
Project	Specify the project to which you are charging time. Enter the project or select a project from the Project/Phase/Task lookup. If the project has phases, you must also select a phase. If the phase has tasks, you must also select a task. If Treat Inactive Projects as Dormant is set to No on the Options tab in Settings > Time, inactive projects, phases, and tasks appear in the associated lists in a lighter font, but you can still select them. Click Select on the lookup to complete the entry.
Project Name	If the Project column displays in the grid, this column displays the project's name. If the Project column does not display in the grid, use this column to select the project to which you are charging time. Select a project from the Project/Phase/Task lookup. If the project has phases, you also must also select a phase. If the phase has tasks, you must also select a task. Click Select on the lookup to complete the entry.
Client Name	This column displays the name of the client that is associated with the project.
Phase	If the project that you selected has phases, the phase displays in this column.
Phase Name	This column displays the name of the phase.
Task	If the project that you selected has phases and tasks, the task displays in this field.
Task Name	This column displays the name of the task.
Unit Table	Enter the unit table that is associated with the unit to which you are charging time. Click to select a unit table from a list on the Unit Tables dialog box, or enter a unit table directly in this field. The unit table that you enter here determines the unit that you can enter in the Unit field to charge time to. If the project that you entered in this row has a default unit table entered for it on the Accounting tab of the Projects hub in the desktop application, that unit table prefills in this field. The default unit table that is entered for the project at the lowest level of the work breakdown structure prefills in this field. You can select a different unit table as appropriate for the row. You can select only unit tables that are associated with projects that are not dormant.
Unit	Enter the number ID for the unit to which you are charging time for this project. Click to select from a list of units on the Units dialog box. The units that you choose from are associated with the unit table that you entered in the Unit Table field. You can also enter a unit's number ID directly in this field.
Unit Name	This field displays the name of the unit that you entered in the Unit field.

Right Grid Columns: Day/Date Fields

Use the day/date fields on the right side of the grid to enter the units that you worked each day for a project. You can distribute daily units among different projects.

Columns that are shaded indicate non-working days.

Field	Description
Quantity	Enter the number of units that you worked for the day for a project.
Description	Enter a description that applies to the units that you charged for the day for the project. You can enter a new comment or click , and select a comment from the drop-down list. The selected comment displays in this field and you can edit it. Click to access the text editor to apply formatting to your description. The drop-down list can include the following: Comments you already entered in another day/date field on this timesheet. Comments you copied from another timesheet. Global comments listed on the Global Comments tab in Settings > Time. When you add a description in a day/date field, the field displays a gray background when you click in the project row.

Row Totals (Project Totals)

The dark gray-shaded columns at the right side of the timesheets grid display totals that apply to each project row.

Field	Description
Total	This column displays the total of the units that you entered for a project.
Unit of Measure	This column displays the unit of measure for the unit that you entered for a project.

Buttons

Field	Description
+ Add Line	Click this button located below the grid to add a blank row to the timesheet grid, and enter project information and units in the row. If a timesheet cannot be edited, this button does not display.