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.
Header Fields
Field | Description |
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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 & Expense tab in the Employees hub:
Click the filter drop-down arrow
If you can access only your own timesheet, the following search filters are available:
If you can access other employees' timesheets, the following search filters are available:
From the search results list, select the timesheet to display on the Timesheets form. For information about creating and using searches, see the Search Vantagepoint help topics. |
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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. Select one of the following:
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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 use multiple companies, the name of the active company displays below the employee name. |
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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:
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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 Enable Unit Entry is set to Yes in and if Allow Employee to charge Units in Timesheet is selected on the Time & Expense tab of the Employees hub. |
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
.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 |
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Line Status | If timesheet approvals are in use with the timesheet line approvals enabled, 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.
![]() ![]() ![]() 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 in
, inactive projects, phases, and tasks display in a lighter font in the associated lists, 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
![]() 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, 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
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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 |
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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
![]() ![]() The drop-down list can include the following:
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 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 |
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+ 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. |