Summarized Timesheet Report
The Summarized Timesheet report displays timesheet entries by employee and labor period. This report is a more compact version of the Detailed Timesheet report. It does not display names of work breakdown structure elements or timesheet comments.
If revision auditing is enabled for the employee, you can include revision information on the report.
You can preview or print this report for one employee from the Timesheet form and for one or multiple employees from the Select Employee Timesheet dialog box. (If you generate this report from the Select Employee Timesheet dialog box, the option to include revision information is not available.) You can use the summarized format of the Timesheet Audit Detail report (
), a very similar report, to review timesheets for multiple employees over multiple timesheet periods.Contents
Timesheet Hours
Report Columns
Column | Description |
---|---|
Employee | The employee's identification number and name (Last Name, First Name) display here. |
Signed/Approved |
If you selected Require electronic signature when submitting timesheets on the Setup tab of Company Timesheet Configuration, the name of the employee who submitted the timesheet and the date and time when it was submitted display above the Signed line. The name of the employee who approved the timesheet and the date and time when it was approved display above the Approved line. If you do not select Require electronic signature when submitting timesheets or Require timesheets to be approved before posting, the name of the employee who submitted or approved the timesheet display below the Signed or Approved line. If you are not using the electronic signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures. The current status of the timesheet also displays in this section:
|
Organization |
If you are using the Organization Reporting feature, the code for the employee's assigned organization displays here. |
Report Columns
Column | Description |
---|---|
Project | This column displays the number of the project to which the employee is charging time.
Items in this column display on the report in the following order:
|
Phase | This column displays the number of the phase for which time was entered, if applicable. |
Task | This column displays the number of the task for which time was entered, if applicable. |
Labor | This column displays the labor code to which the employee charged time. |
Labor Category | This column displays the labor category to which the employee charged time.
Labor category information displays on the report only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning. |
Project Tax Locale | The project's payroll tax locale (for example, CA, MA, or NY) is shown below the labor category information, if applicable.
Payroll tax locale information displays only if you selected Allow Project's tax locale to be overidden on Timesheet in Payroll Configuration and the employee's Locale Method is set to Follow Project Locale on the Payroll tab of the Employee Info Center. |
Total | In this section, the Total column displays total regular, overtime, and secondary overtime hours charged to each individual project, phase, and/or task for the selected labor period. |
Day/Date | There is a separate column on the report for each day in the selected labor period. Each column displays the corresponding day/date.
In each column, there is a box for each project on the timesheet report. These boxes display the total regular, overtime, and secondary overtime hours that the employee charged to each project, phase, and/or task for each day in the labor period. If overtime and/or secondary overtime hours exist, the Day/Date is shaded (gray). |
Daily Totals Section | |
Daily Totals | In this section, the Total column displays total regular, overtime, and secondary overtime hours charged to all projects, phases, and/or tasks for the selected labor period. |
Unit Quantities
Report Header
Column | Description |
---|---|
Employee | The employee's identification number and name (Last Name, First Name) display here. |
Signed/Approved |
If you selected Require electronic signature when submitting timesheets on the Setup tab of Company Timesheet Configuration, the name of the employee who submitted the timesheet displays under the Signed line and the name of the employee who approved the timesheet displays under the Approved line. If you are not using the electronic signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures. The current status of the timesheet also displays in this section, as follows:
|
Organization |
If you are using the Organization Reporting feature, the code for the employee's assigned organization displays here. |
Report Columns
Column | Description |
---|---|
Project Number | The first column on the report displays the number of the project to which the employee charged units. |
Phase | If you are using phases, the phase number to which the employee charged units displays in this column. |
Task | If you are using tasks, the task number to which the employee is charging units displays in this column. |
Unit | This column displays the unit name to which the employee charged units. |
Unit Table | This column displays the unit table to which the employee charged units. |
Total | In this section, the Total column shows total units charged to each individual project, phase, and/or task for the selected labor period. |
Day/Date | There is a separate column on the report for each day in the selected labor period. Each column shows the corresponding day/date.
Within each column, there is a box for each project on the timesheet report. These boxes display the total units the employee charged to each project, phase, and/or task for each day in the labor period. |
Daily Totals Section | |
Daily Totals | In this section, the Total column displays total units charged to all projects, phases, and/or tasks for the selected labor period. |
Revisions
Column | Description |
---|---|
Revision | This column displays the timesheet revision number. After auditing starts for a timesheet, the revision number is incremented each time that changes to regular hours, overtime hours, or start and end times are saved, new timesheet rows are saved, or the timesheet is submitted or approved. |
Revision Date/Time | This column displays the date and time that the revision was saved or that the timesheet was submitted or approved. |
Updated by
Submitted by Approved by |
This column displays the name of the employee who made the revision.
Which of these three column names displays depends on the type of revision. |
Timesheet Date | This column displays the date from the timesheet row. |
Project | This column displays the project number from the revised timesheet row. |
Phase | This column displays the phase number from the revised timesheet row. |
Task | This column displays the task number from the revised timesheet row. |
Labor Code | This column displays the labor code from the revised timesheet row. |
Labor Category | This column displays the labor category from the revised timesheet row. |
Field | This column displays the field from the revised timesheet row for which the value was changed. If multiple fields were changed on a timesheet row as part of the revision, the report displays a detail row for each field that changed. |
Old Value | This column displays the value of the field before the revision. |
New Value | This column displays the value of the field after the revision. |
Revision Explanation | If an explanation was required for the revision, it displays in this column. |