Entering a timesheet
About timesheets
Before you begin
- Check the Don't Allow Entries Prior To Date on the Company > Preferences > General tab. You cannot enter time before that date.
To enter a timesheet
- From the Manage
menu, click Time & Expense.
- On the My
Timesheets tab, click the New
button.
- For the timesheet ending
date, either leave the date that appears or change it to reflect the date to which
you want to enter time.
- Click OK.
Your timesheet appears. It consists of three areas for entering your
time.
- Enter your time as follows:
Direct or project time
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- In
the table at the top of the window, enter a project, phase, and then activity.
Multi-company only. If you enter time to a project that your company is not responsible for, Ajera creates intercompany entries. Be sure to reconcile your intercompany accounts regularly.
Note: |
For more information about the project, phase, or activity
, click
(Customize) after clicking .
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- Type
the hours you worked on the project/phase/activity for each day of the
week.
- If notes are required on the timesheet, a Notes window appears when you leave a timesheet cell. If you do not enter notes in that window, Ajera clears the time you just entered.
- Repeat
these steps for each project/phase/activity you need to enter time for.
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Overhead or nonproject time
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- In the table in the middle of the window, type the hours in the cell
that correspond to the type of overhead and day of the week for the time
you want to enter.
- If notes are required on the timesheet, a Notes window appears when you leave a timesheet cell. If you do not enter notes in that window, Ajera clears the time you just entered.
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- If you worked overtime or
other premium time:
- In the table for direct time or overhead time, click
the applicable cell.
- In the Hours Detail table, type the overtime or premium
time hours. The cell in the table for direct time or overhead time is
outlined in red to show it is where you are currently entering time.
- In the Hours Detail table, change the regular hours,
if needed, so the total number of hours you worked for that project/phase/activity
on that day is correct.
- If notes are required on the timesheet, enter them into the Notes field in the Hours Detail table. If you leave the Notes field without entering notes, a window appears reminding you that notes are required.
When you move out of a row in the Hours Detail
table, the total number of hours appears in the cell in the table for
direct time or overhead time. A plus sign (+)
also appears to indicate that the cell total contains different types
of hours in addition to regular time.
- To attach a note for hours
you worked:
- In the table at the top or in the middle of the window,
click the applicable cell.
- In the Hours Detail table, enter
notes in the applicable cell.
A note symbol
appears in the cell in the table at the top of the window to indicate
that notes are attached.
- If
you enter a row by mistake, do one of the following:
- Click the row, click the Delete button, and click Yes to delete it.
- Right-click the row, click Delete
Row, and click Yes to delete it.
- If you need to clear the contents of a timesheet cell, right-click the cell, click Clear contents, and click Yes to clear the contents of the cell.
- Do one of the following:
- If you are not ready to submit the timesheet, click
Close. You can open it later.
Ajera saves it under its week ending date.
- If you are finished with the timesheet and want to send
it for approval, click the Submit
button. Once you submit a timesheet, you can no longer change it unless
you unsubmit it. Click Close.
See also
Quick entry in columns
Unsubmitting a timesheet
Changing a timesheet
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