The Summarized Timesheet report provides an overview of timesheet entries for a single employee and labor period. The report includes only summary data for hours entered on the employee's timesheet. If revision auditing is enabled for the employee, you can also include revision information on the report.
Contents
Click
on the Timesheets toolbar to generate this report in 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 (). 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
|
This column displays the labor code number to which the employee is charging time.
|
| Labor Category
|
This column displays the labor category for which the employee is charging time.
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.
|
| Total
|
In this section, the
Total column displays total regular and/or overtime hours charged to each individual project, phase, and 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, overtime, and secondary overtime hours charged to all projects, phases, and/or tasks for the selected labor period.
|
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
|
The 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 column displays the code for the employee's assigned organization.
|
Report Columns: Unit Quantities
| Field | Description |
|---|
| Project Number
|
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
|
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 displays 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 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, 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 Day/Time
|
This column displays the date and time that the revision was saved or that the timesheet was submitted or approved.
|
| Field | Description |
|---|
| 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 number 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.
|
