Interactive Approvals Labor Transfer Dialog Box

Use the Interactive Approvals Labor Transfer dialog box to reclassify transactions within the same project, phase, or task, or transfer transactions to another project, phase, or task.

Location

To display the Interactive Approvals Labor Transfer dialog box, complete the following steps:

  1. From the Vision Navigation menu, click Billing > Interactive Approvals.
  2. Click the Labor tab.
  3. Select Transactions.
  4. On the toolbar, click Transfer.

Contents

Field Description
Within Current [WBS Level] Click this option to reclassify the transaction detail to another area in the same project, phase, or task. Clicking this option disables the Project, Phase, and Task fields for editing.
Project Enter the name or number of the target project where transaction detail should be reclassified or transferred or click Search to select a target project.
Phase If the project selected in the Project field has phases, enter the name or number of the target phase or click Search to select a target phase.
Task If the phase selected in the Phase field has tasks, enter the name or number of the target task or click Search to select a target task.
Employee This field displays the employee number of the employee who worked the hours specified in the Hours field. The employee name displays next to the Employee field.
Date This field displays the transaction date.
Comment This field displays the comment entered, if any, with the transaction when the transaction was entered in a timesheet or Billing Labor insert.

To format the comments in this field, click Edit to access the Text Viewer dialog box.

Labor Code Select the labor code associated with the transaction, if applicable. If you select multiple transactions to transfer that do not share the same labor code, you cannot transfer to another labor code. This option is not enabled.
Category Select the labor category associated with the transaction, if applicable. Labor Categories are established on the Labor Categories tab of the Accounting System Settings form.
Hours Enter the number of billable regular, overtime, and overtime-2 hours to charge to transfer to the target project, phase, or task.
Reason for Transfer Optional. This field displays if Timesheet Revision Auditing is enabled and the Enable Labor Transfer Audit is selected in Configuration > Time & Expense > Company Timesheet. Use this drop-down list to select a reason for the transfer.