Detailed Timesheet Report

The Detailed Timesheet report displays timesheet entries for a single employee and labor period. The report includes all information entered on the employee's timesheet.

Contents

If revision auditing is enabled for the employee, you can also include revision information on the report.

Click on the Timesheets toolbar to generate this report as a .PDF file. You can also click on that toolbar to set up the report to generate automatically when you submit a timesheet.

The information that displays on this report depends on the timesheet options that are selected in Vision. Refer to the field descriptions for specific details on each report option.

Timesheet Hours

Report Header: Timesheet Hours

Field	Description
Employee	This field displays the employee's identification number and name (Last Name, First Name).
Signed/Approved	If Require electronic signature when submitting timesheets is selected on the Setup tab of the Company Timesheet Configuration form in Vision, 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: Draft Copy: The timesheet is In Progress. Submitted: The timesheet has been submitted for processing but has not yet been approved. Approved: The timesheet has been approved and is ready to be posted. Posted: The timesheet has been posted to your Vision database.
Organization	If you are using organizations in Vision, the code for the employee's assigned organization displays here.

Report Columns: Timesheet Hours

Field	Description
Project	These columns display the number and name of the project to which the employee is charging time. Items in these two columns display on the report in the following order: Special categories always display first. The order in which they display is determined by the sequence numbers you assign them in the Timesheet Special Categories form (Configuration > Time and Expense > Timesheet Categories). A special category displays on the report only if hours and/or comments have been entered for the category. For each special category, the category name shows in both columns. Projects (and phases and tasks) display in descending order. Phase and task numbers (if applicable) are shown below the project number and name.
Phase	These columns display the number and name of the phase for which time was entered, if applicable.
Task	These columns display the number and name of the task for which time was entered, if applicable.
Labor Code	The labor code number to which the employee is charging time is shown below the project number and name (or the phase/task number if applicable).
Labor Category	The labor category for which the employee is charging time is shown below the labor code number, if applicable. Labor category information displays on the report only if you are using Accounting, Billing, or Resource Planning in Vision.
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 Allow Project's tax locale to be overridden on Timesheet is selected in Payroll Configuration, and the employee's Locale Method is set to Follow Project Locale on the Payroll tab of the Employee Info Center.
Client Name	The name of the client associated with a project displays on the same row as the project name and number. The client name displays only if you have selected Include client name on detailed timesheet report on the Setup tab of the Company Timesheet Configuration form in Vision.
Comments	If the employee has entered any comments about time charged to a specific project, phase, or task, the comments display below the day/date boxes for the associated project, phase, and or task. The comment is preceded by a date to indicate the charge to which the comment applies. Comments display only if Include comments is selected under Detailed Timesheet Report Options on the Setup tab of the Company Timesheet Configuration form.
Total Hr	In this section, the Total Hr column displays total regular and overtime hours charged to each individual project, phase, and/or task for the selected labor period. Total regular hours display in the Reg row. Total overtime hours display in the Ovt row. Total secondary overtime hours display in the Ovt-2 row. The Ovt and Ovt-2 rows display only if overtime hours are entered on the timesheet.
Day/Date	The report has a separate column for each day in the selected labor period. Each column shows the day of the week and the corresponding calendar date. The regular, overtime, and secondary overtime hours the employee has charged to each project, phase, and/or task for each day in the timesheet period display in the Reg, Ovt, and Ovt-2 rows. The Ovt and Ovt-2 rows display only if overtime hours are entered on the timesheet.

Daily Totals: Timesheet Hours

Field

Description

Daily Totals

In this section, the Total column displays total regular and/or overtime hours charged to all projects, phases, and/or tasks for the selected labor period. Total regular hours for the labor period display in the Reg row. Total overtime hours for the labor period display in the Ovt row. Total secondary overtime hours for the labor period display in the Ovt-2 row. Total regular, overtime, and secondary overtime hours for each day/date in the labor period display in the corresponding Reg, Ovt, and Ovt-2 rows in the Day/Date columns. The Ovt and Ovt-2 rows display only if overtime hours are entered on the timesheet.

Unit Quantities

Report Header: Unit Quantities

You cannot record units on timesheets in iAccess, but the report includes units if they were entered on the timesheet in Vision.

Field	Description
Employee	This field displays the employee's identification number and name (Last Name, First Name).
Signed/Approved	If Require electronic signature when submitting timesheets is selected on the Setup tab of the Company Timesheet Configuration form, 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 if you wish. The current status of the timesheet also displays in this section, as follows: Draft Copy: The timesheet is In Progress. Submitted: The timesheet has been submitted for processing, but has not yet been approved. Approved: The timesheet has been approved and is now ready to be posted. Posted: The timesheet has been posted to your Vision database.
Organization	If you are using organizations in Vision, this field displays the code for the employee's assigned organization.

Report Columns: Unit Quantities

Field	Description
Project	The first column on the report displays the number of the project to which the employee is charging units.
Phase	If you are using phases, the phase number to which the employee is charging 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	The unit name to which the employee is charging units displays in this column.
Unit Table	The unit table to which the employee is charging units displays in this column, if applicable.
Total	In this section, the Total column displays total units charged to each individual project, phase, and 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 day of the week and the corresponding calendar date. These columns display the total units the employee has charged to each project, phase, and task for each day in the labor period.

Daily Totals: Unit Quantities

Field	Description
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

This revision information only displays on the report if revision auditing is enabled for the employee and if you selected the Include Revision Audit Report check box on the Print Report dialog box or, for automatically generated reports, on the Timesheet Settings dialog box.

Field	Description
Revision	This column displays the timesheet revision number. Once auditing starts for a timesheet, the revision number is incremented each time 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 number 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. The fields for which revisions are audited are those for regular hours, overtime hours, and start and end times.
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.