Costpoint Essentials Online Help

Timesheet Defaults Tab

Use this tab to set up default information that can be used to create a timesheet line for the employee.

The values specified in this tab will be used as follows:

  • If you click Default Line on the Manage Timesheets screen, the defaults in this screen will be used to generate the timesheet line.
  • When importing a timesheet line, the default values in this tab will be used as the 5th level of default if a Project is specified for the timesheet line.

Here are the levels of default and the values that are retrieved from each level:

  1. Manage Employee Project Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  2. Manage Employee Proj-Acct-Group Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  4. Manage Project Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  5. Manage Employee Information - Timesheet Defaults tab

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Reference 1
    • Reference 2

  6. Manage Employee Salary Information

    • Organization
    • GLC
    • Labor Location
    • Reference 1
    • Reference 2

  7. Manage Employee Taxes - State tab

    • Withholding State

  8. Configure Labor Settings - Employee Options tab

    • Pay Type
    • Workers' Compensation code
Field Description
Account
Enter, or click to select, the timesheet default account for this employee. The timesheet defaulting logic is as follows:
  • This account will default when you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.
  • This account is the source of account defaulting when importing or manually entering a timesheet line not charged to a project.
    1. Manage Employee Information – Timesheet Defaults tab
  • This Account serves as the last level for Account defaulting when importing or manually entering a timesheet line charged to a project.
    1. Manage Employee Project Timesheet Defaults
    2. Manage Employee Proj-Acct-Group Timesheet Defaults
    3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults
    4. Manage Project Timesheet Defaults
    5. Manage Employee Information – Timesheet Defaults tab

This is an optional field.

Organization
Enter, or click to select, the timesheet default organization for this employee. The timesheet defaulting logic is as follows:
  • This organization will default when you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.
  • This organization is the first level for organization defaulting when importing or manually entering a timesheet line not charged to a project.
    1. Manage Employee Information – Timesheet Defaults tab
    2. Manage Employee Salary Information
  • This Organization serves as the fifth level for Organization defaulting when importing or manually entering a timesheet line charged to a project.
    1. Manage Employee Project Timesheet Defaults
    2. Manage Employee Proj-Acct-Group Timesheet Defaults
    3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults
    4. Manage Project Timesheet Defaults
    5. Manage Employee Information – Timesheet Defaults tab
    6. Manage Employee Salary Information

This is an optional field.

Project

Enter, or click to select, the project that will default for this employee if you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.

GLC

Enter, or click to select, the general labor category (GLC) that will default for this employee. The timesheet defaulting logic is as follows:
  • This GLC will default when you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.
  • This GLC is the first level for GLC defaulting when importing or manually entering a timesheet line not charged to a project.
    1. Manage Employee Information – Timesheet Defaults tab
    2. Manage Employee Salary Information
  • This GLC serves as the fifth level for GLC defaulting when importing or manually entering a timesheet line charged to a project.
    1. Manage Employee Project Timesheet Defaults
    2. Manage Employee Proj-Acct-Group Timesheet Defaults
    3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults
    4. Manage Project Timesheet Defaults
    5. Manage Employee Information – Timesheet Defaults tab
    6. Manage Employee Salary Information

This field is required if the Allow edit of timesheet line GLC checkbox is not selected in the Timesheet Options tab in the Configure Labor Settings screen.

Pay Type

Enter, or click to select, the timesheet default pay type for this employee. The timesheet defaulting logic is as follows:
  • This pay type will default when you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.
  • This pay type is the first level for pay type defaulting when importing or manually entering a timesheet line not charged to a project.
    1. Manage Employee Information - Timesheet Defaults tab
    2. Configure Labor Settings - Employee Options tab
  • This pay type serves as the fifth level for pay type defaulting when importing or manually entering a timesheet line charged to a project.
    1. Manage Employee Project Timesheet Defaults
    2. Manage Employee Proj-Acct-Group Timesheet Defaults
    3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults
    4. Manage Project Timesheet Defaults
    5. Manage Employee Information - Timesheet Defaults tab
    6. Configure Labor Settings - Employee Options tab

This is an optional field.

Labor Location

Enter, or click to select, the default labor location to be used for this employee for normal timesheet entry lines. Enter Local if the employee is a union employee.

Workers' Comp

Enter, or click to select, the timesheet default workers' compensation code for this employee. If you set up a default workers' compensation code on the Configure Labor Settings screen, that code displays here, but you can override it.

The timesheet defaulting logic is as follows:

  • This workers' compensation code will default when you click Default Line on the Manage Timesheets and Manage Correcting Timesheets screens.
  • This is the first level for workers' compensation code defaulting when importing or manually entering a timesheet line not charged to a project.
    1. Manage Employee Information - Timesheet Defaults tab
    2. Configure Labor Settings - Employee Options tab
  • This serves as the fifth level for workers' compensation defaulting when importing or manually entering a timesheet line charged to a project.
    1. Manage Employee Project Timesheet Defaults
    2. Manage Employee Proj-Acct-Group Timesheet Defaults
    3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults
    4. Manage Project Timesheet Defaults
    5. Manage Employee Information - Timesheet Defaults tab
    6. Configure Labor Settings - Employee Options tab

This field is required if you selected the Require Default Workers' Compensation Code checkbox on the Configure Labor Settings screen.