Checklist: Setting Up the Timesheet Application

Review all the steps that you must complete to set up the Timesheet application.

This checklist applies whether your firm has a single company or multiple companies.

Time Settings

You enter the following settings for a single company or for each of your companies, if you have multiple companies. To access these settings, go to the Navigation pane and select Settings > Time.

Step	Setting	Location in Time Settings
1	Determine the items that display on a timesheet and the items that employees must enter on their timesheets in Timesheets.	Options form
2	Set up timesheet periods that define the start and end dates of timesheet periods.	Time Periods form
3	Identify the days of the week on which employees normally do not work, including holidays.	Non-Work Days form This tab is also accessible from Resource Planning Settings, if you have the Resource Planning application.
4	Set up time groups and assign employees to the groups.	Time Groups form
5	Select the timesheet ratios that employees can view from their timesheets and the timeframes for the ratios.	Ratios form
6	Turn on auditing that tracks the revisions made to employee timesheets, billing transfers for timesheet hours, or both.	Timesheet Audit form
7	Require timesheets, timesheet line items, or both to be approved and enter settings for the approval process.	Time Approvals form
8	Set up alerts for Timesheet Due or Labor Billing Transfer Audits.	Alerts form
9	Define time categories for projects that employees regularly charge time to.	Time Categories form
10	Create global comments that employees can use to classify timesheet entries on a timesheet.	Global Comments form

Timesheet Settings on the Time & Expense Tab in the Employees Hub

For each employee, you specify the following timesheet-related settings on the Time & Expense tab in the Employees hub:

Step	Setting
1	Timesheet administration level, access rights, and editing capabilities.
2	Default labor codes and whether or not the employee can change them on timesheets.
3	Whether or not to disable timesheet revision auditing for the employee.
4	Whether or not the employee can enter units on timesheets.

Timesheet Settings on the Accounting Tab in the Employees Hub

For each employee, specify the cost rate table method and cost rate table.

Timesheet Settings on the Payroll Tab in the Employees Hub

For each employee, specify the pay rate table method and pay rate table.

Timesheet Settings in the Projects Hub

For each project, you specify the following timesheet-related settings on the Accounting tab of the Projects hub:

Step	Setting
1	The budgeted labor codes that employees are allowed to enter for the project on timesheets.
2	Whether or not to check a project's plan and verify that an employee has planned hours for the project, for the timesheet period. If the project does not have planned hours for the employee for the timesheet period, you can have a warning or error display during timesheet entry.
3	Whether or not to check a project's plan and verify that the timesheet entries for an employee have not exceeded the planned hours for the employee for the project. If the planned hours have been exceeded, you can have a warning or error display during timesheet entry.
4	Override the company-wide Require Comments setting on the Options tab in Time Settings on a project-by-project basis.
5	Whether or not to override the company-wide setting on the Time Approvals tab in Time Settings for approving timesheet line items for a project.

Users Settings

In Settings > Security > Users, you set up a user record for each Vantagepoint user. For each user record, you specify the employee (entered in the Employees hub) who is associated with the user record. This association is required if you want an employee to have access to the Timesheet application for entering timesheets.