The Summarized Timesheet report provides an overview of timesheet entries for a single
employee for a timesheet period.
The report includes only summary data for hours that are entered on the
employee's timesheet. If revision auditing is enabled for the
employee, you can also include revision information on the report.
You print or preview this report in Timesheets by clicking
on the Timesheets form. This generates a PDF file that you can print and save. You can also click
on the Timesheets form to set up the report to generate automatically when you submit a timesheet.
Report Header: Summarized Timesheet for the Period Ending <Date>
The heading lists the timesheet period, the date the report was printed, and the
employee's company.
| Field | Description |
|---|
| Employee
|
This field displays the
employee's identification number and name (Last Name, First Name).
|
| Signed/Approved
|
If
Employee Signature Required is set to
Yes on the Options tab of
, the name of the
employee who submitted the timesheet displays under the
Signed line and the name of the
employee who approved the timesheet displays under the
Approved line. If you are not using the signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures.
The current status of the timesheet also displays in this section:
-
Draft Copy: The timesheet is In Progress.
-
Submitted: The timesheet has been submitted for processing but has not yet been approved.
-
Approved: The timesheet has been approved and is ready to be posted.
-
Posted: The timesheet has been posted to your database.
|
| Organization
|
If you use
organizations, the code for the
employee's assigned
organization displays here.
|
Report Columns: Timesheet Contents
| Field | Description |
|---|
| Project
|
These columns display the number and name of the
project to which the
employee is charging time.
Items in these two columns display on the report in the following order:
- Special categories always display first. The order in which they display is determined by the sequence numbers you assign them in the Timesheet Special Categories form on the Time Categories tab in Time Settings. A special category displays on the report only if hours and/or comments have been entered for the category. For each special category, the category name shows in both columns.
-
Projects (and
phases and
tasks) display in descending order.
Phase and
task numbers (if applicable) are shown below the
project number and name.
|
| Phase
|
These columns display the number and name of the
phase for which time was entered, if applicable.
|
| Task
|
These columns display the number and name of the
task for which time was entered, if applicable.
|
| Labor Code
|
This column displays the
labor code number to which the
employee is charging time.
|
| Labor Category
|
This column displays the labor category for which the
employee is charging time.
Labor category information displays on the report only if you are using Accounting, Billing, or Resource Planning.
|
| Project Tax Locale
|
The
project's payroll tax locale (for example, CA, MA, or NY) is shown below the labor category information, if applicable.
Payroll tax locale information displays only if
Allow
Project's tax locale to be overridden on Timesheet is selected in Payroll Configuration, and the
employee's
Locale Method is set to
Follow
Project Locale on the Payroll tab of the
Employees hub.
|
| Total Hr
|
This column displays total regular and/or overtime hours charged to each individual
project,
phase, and
task for the selected labor period.
- Total regular hours display in the
REG row.
- Total overtime hours display in the
OVT row.
- Total secondary overtime hours display in the
OVT-2 row.
The
OVT and
OVT-2 rows display only if overtime hours are entered on the timesheet.
|
| Day/Date
|
The report has a separate column for each day in the selected labor period. Each column shows the day of the week and the corresponding calendar date.
The regular, overtime, and secondary overtime hours the
employee has charged to each
project,
phase, and/or
task for each day in the timesheet period display in the
REG,
OVT, and
OVT-2 rows.
The
OVT and
OVT-2 rows display only if overtime hours are entered on the timesheet.
|
Daily Totals: Timesheet Hours
| Field | Description |
|---|
| Daily Totals
|
In this section, the
Total column displays total regular, overtime, and secondary overtime hours charged to all
projects,
phases, and/or
tasks for the selected labor period.
|
Unit Quantities
Report Header:
Unit Quantities
The report includes
units if they were entered on the timesheet.
| Field | Description |
|---|
| Employee
|
The field displays the
employee's identification number and name (Last Name, First Name).
|
| Signed/Approved
|
If
Require electronic signature when submitting timesheets is selected on the Setup tab of the Company Timesheet Configuration form, the name of the
employee who submitted the timesheet displays under the
Signed line and the name of the
employee who approved the timesheet displays under the
Approved line. If you are not using the electronic signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures if you wish.
The current status of the timesheet also displays in this section, as follows:
-
Draft Copy: The timesheet is In Progress.
-
Submitted: The timesheet has been submitted for processing, but has not yet been approved.
-
Approved: The timesheet has been approved and is now ready to be posted.
-
Posted: The timesheet has been posted to your
Deltek Resource Planning database.
|
| Organization
|
If you are using
organizations in
Deltek Resource Planning, this column displays the code for the
employee's assigned
organization.
|
Report Columns:
Unit Quantities
| Field | Description |
|---|
| Project Number
|
The first column on the report displays the number of the
project to which the
employee is charging
units.
|
| Phase
|
If you are using
phases, the
phase number to which the
employee is charging
units displays in this column.
|
| Task
|
If you are using
tasks, the
task number to which the
employee is charging
units displays in this column.
|
| Unit
|
This column displays the
unit name to which the
employee charged
units.
|
| Unit Table
|
This column displays the
unit table to which the
employee charged
units.
|
| Total
|
In this section, the
Total column displays total
units charged to each individual
project,
phase, and/or
task for the selected labor period.
|
| Day/Date
|
There is a separate column on the report for each day in the selected labor period. Each column displays the day of the week and the corresponding calendar date.
These columns display the total
units the
employee has charged to each
project,
phase, and
task for each day in the labor period.
|
Daily Totals:
Unit Quantities
| Field | Description |
|---|
| Daily Totals
|
In this section, the
Total column displays total
units charged to all
projects,
phases, and/or
tasks for the selected labor period.
|
Revisions
This revision information only displays on the report if revision auditing is enabled for the
employee and if you selected the
Include Revision Audit Report check box on the Print Report dialog box or, for automatically generated reports, the Timesheet Settings dialog box.
| Field | Description |
|---|
| Revision
|
This column displays the timesheet revision number. Once auditing starts for a timesheet, the revision number is incremented each time changes to regular hours, overtime hours, or start and end times are saved, new timesheet rows are saved, or the timesheet is submitted or approved.
|
| Revision Day/Time
|
This column displays the date and time that the revision was saved or that the timesheet was submitted or approved.
|
| Updated By, Submitted By, Approved By
|
This column displays the name of the
employee who made the revision. Which of these three column names displays depends on the type of revision.
|
| Timesheet Date
|
This column displays the date from the timesheet row.
|
| Project
|
This column displays the
project number from the revised timesheet row.
|
| Phase
|
This column displays the
phase number from the revised timesheet row.
|
| Task
|
This column displays the
task number from the revised timesheet row.
|
| Labor Code
|
This column displays the
labor code number from the revised timesheet row.
|
| Labor Category
|
This column displays the labor category number from the revised timesheet row.
|
| Field
|
This column displays the field from the revised timesheet row for which the value was changed. If multiple fields were changed on a timesheet row as part of the revision, the report displays a detail row for each field that changed.
The fields for which revisions are audited are those for regular hours, overtime hours, and start and end times.
|
| Old Value
|
This column displays the value of the field before the revision.
|
| New Value
|
This column displays the value of the field after the revision.
|
| Revision Explanation
|
If an explanation was required for the revision, it displays in this column.
|
