Budget Validation for Timesheets
When you set up a project, you can use the options under Budget Validation on the Accounting tab of the Projects form to implement validation of time records based on either the budget or the plan for the project. That validation occurs as employees enter time on their timesheets.
You specify validation at the lowest level of each branch of the work breakdown structure (WBS), and you specify validation individually for each lowest-level WBS element.
To implement validation for a WBS element, navigate to that element on the Projects form and select either Warning or Error in the Type of Validation field on the Accounting tab. If you select Warning, the employee receives a warning message if they enter a time record that fails validation but can save the time record without resolving the validation issue. If you select Error, the employee receives an error message and cannot save the time record until the validation issue is corrected. (If Type of Validation contains None, Vantagepoint does no validation of time records for that WBS element based on budget or plan.)
Budgeted Source | Budgeted Level | Check...Start and End Dates | Check...Planned Hours | Labor Code Levels | Validation Description |
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Budget Worksheet | One or more selected | Budget exists for the time record WBS + labor code.
When matching time record labor code to budget labor code, only the codes for the selected labor code levels must match. |
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Budget Worksheet | None selected | If no labor code levels are selected, no validation occurs. | |||
Project Planning | Employee Only | Selected | Not selected | Planned hours exist for the WBS + employee for dates in the timesheet period. | |
Project Planning | Employee Only | Not Selected | Selected | Time record hours do not exceed the total remaining planned hours for the WBS + employee. | |
Project Planning | Employee Only | Selected | Selected | Planned hours exist for the WBS + employee for dates in the timesheet period.
Time record hours do not exceed the total remaining planned hours for the WBS + employee for the timesheet period. |
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Project Planning | Employee Only | Not selected | Not selected | Planned hours exist for the WBS + employee.
Vantagepoint does not check dates or verify that there are remaining planned hours for the WBS + employee. |
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Project Planning | Labor Code Only | Selected | One or more selected | Planned hours exist for the WBS + labor code for dates in the timesheet period.
When matching time record labor code to plan labor code, only the codes for the selected labor code levels must match. |
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Project Planning | Labor Code Only | Not selected | One or more selected | Planned hours exist for the WBS + labor code. No date checking occurs. | |
Project Planning | Labor Code Only | Selected | None selected | If no labor code levels are selected, no validation occurs. | |
Project Planning | Labor Code Only | Not selected | None selected | If no labor code levels are selected, no validation occurs. | |
Project Planning | Both | Selected | Not selected | One or more selected | Planned hours exist for the WBS + labor code + employee for dates in the timesheet period.
When matching time record labor code to plan labor code, only the codes for the selected labor code levels must match. |
Project Planning | Both | Not selected | Selected | One or more selected | Time record hours do not exceed the total remaining planned hours for the WBS + labor code + employee.
When matching time record labor code to plan labor code, only the codes for the selected labor code levels must match. |
Project Planning | Both | Selected | Selected | One or more selected | Planned hours exist for the WBS + labor code + employee for dates in the timesheet period.
Time record hours do not exceed the total remaining planned hours for the WBS + labor code + employee for the timesheet period. When matching time record labor code to plan labor code, only the codes for the selected labor code levels must match. |
Project Planning | Both | Selected | Not selected | None selected | If no labor code levels are selected, validation is the same as when the
Employee Only option is selected:
Planned hours exist for the WBS + employee for dates in the timesheet period. |
Project Planning | Both | Not selected | Selected | None selected | If no labor code levels are selected, validation is the same as when the
Employee Only option is selected:
Time record hours do not exceed the total remaining planned hours for the WBS + employee. |
Project Planning | Both | Selected | Selected | None selected | If no labor code levels are selected, validation is the same as when the
Employee Only option is selected:
Planned hours exist for the WBS + employee for dates in the timesheet period. Time record hours do not exceed the total remaining planned hours for the WBS + employee for the timesheet period. |
Project Planning | Both | Not selected | Not selected | One or more selected | Planned hours exist for the WBS + labor code + employee.
Vantagepoint does not check dates or verify there are remaining planned hours for the WBS + labor code + employee. When matching time record labor code to plan labor code, only the codes for the selected labor code levels must match. |
Project Planning | Both | Not selected | Not selected | None selected | If no labor code levels are selected and neither Check Project Plan... check box is selected, no validation occurs. |