System Timesheet Configuration Form

Use the System Timesheet Configuration form to turn on and configure the Timesheet Line Item Approval feature for your entire enterprise.

Display the System Timesheet Configuration Form

You display the form in Configuration.

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Time & Expense > System Timesheet.

Toolbar of the System Timesheet Configuration Form

Use toolbar options to save your work or to print the System Timesheet Configuration report.

Contents

Field Description
Save Click this option to save System Timesheet Configuration entries and/or changes.
Print Click this option to print the System Timesheet Configuration report. This report shows all of your system settings (for the entire enterprise).
  • The report does not show Company Timesheet Configuration settings. You can print a report showing company settings from the Company Timesheet Configuration toolbar.
  • The report does not show Timesheet Special Categories settings. You can print a report showing special categories settings from the Timesheet Special Categories toolbar.
Help Click this option to view help for Timesheet Configuration.

Contents of the System Timesheet Configuration Form

Use the form to turn on line item approvals for timesheets and specify related options for timesheet approvers.

Field Description
Timesheet Line Item Approval Use the drop-down list in this field to turn the Timesheet Line Item Approval feature on or off. You have three options:
  • Off — Select this option to turn off the feature for all projects. Vision disables all other options on the form and prevents users from accessing the feature in the Timesheet application. By default, the Timesheet Line Item Approval feature is off.
  • On — Select this option to turn on the feature for all projects and allow users to access the feature in the Timesheet application. Vision enables options under Approver(s) for Timesheet Line Item Approval.
  • By Project — Select this option to turn on the feature for selected projects and allow users to access the feature in the Timesheet application. Vision enables all other options on the form.

If you select By Project, you must also select one or more project charge types under Timesheet Line Item Approval by Project Charge Type. The project charge types you select determine the projects that require line item approval.

For example, if you choose By Project and Regular, then labor charges entered for any regular project require line item approval, while labor charges entered for overhead and promotional projects do not require line item approval.

In addition, when you select By Project, Vision adds a Timesheet Line Item Approval field to the Time and Expense tab of your Project Info Center records. Use this field to override the system settings for timesheet line item approval on a project-by-project basis.

For example, If you choose By Project and Regular, then labor charges entered for all regular projects require line item approval. To turn off the line item approval feature for a selected regular project, open the project record and select No from the drop-down list in the Timesheet Line Item Approval field.

Require Line Item Approval to Post Timesheet Select this option to require line item approval before a timesheet can be posted.

If you select this option, note the following:

  • Principals, project managers, or supervisors must approve individual timesheet line entries before you can post timesheets.
  • You cannot post timesheets with line items that are Unapproved or Rejected.

If you want a designated Group or System administrator to approve employee timesheets (that is, all entries on each timesheet) prior to posting, select Require timesheets to be approved before posting on the Setup tab of Company Timesheet Configuration. This is a company-specific setting.

Approver(s) for Timesheet Line Item Approval Options You can select one, two, or all three of the approver options below, but you cannot leave this section blank. Each principal, project manager, or supervisor is responsible for approving labor charges only for his/her own projects.
  • Principal — Select this to require a principal to approve labor charges for specified projects.
  • Project Manager — Select this to require a project manager to approve labor charges for specified projects.
  • Supervisor — Select this to require a supervisor to approve labor charges for specified projects.
Timesheet Line Item Approval by Project Charge Type Options If you select By Project in the Timesheet Line Item Approval field, use these options to limit the number or type of projects for which line item approval is required. You can select more than one option, but selecting all three has the same effect as selecting On in the Timesheet Line Item Approval field.
  • Regular — Select this option to require line item approval for regular projects.
  • Overhead — Select this option to require line item approval for overhead projects.
  • Promotional — Select this option to require line item approval for promotional projects.