Summary View

Use the Summary view to display timesheet data, such as days submitted for each timesheet and the hours submitted per charge or per pay type.

You can also use this view to display the revision history of the timesheet using the audit information.

Summary Screen

On the Timesheet screen, tapping C:\Users\VeronicaSantos\Desktop\Costpoint Mobile\timesheet menu.jpg and then tapping View Summary displays the Summary screen.

The Summary screen displays the following details about the timesheet period:
  • Period: This indicates the span of time that determines how work hours are calculated. If a timesheet is set up for a particular schedule (or period within a schedule), it is displayed next to the timesheet period.
  • Ending: This indicates the timesheet period's end date.
  • Status: This indicates the status of the timesheet period.
  • Revision: This indicates the number of revisions made to the timesheet period.
  • Total: This indicates the combined regular and overtime hours for the timesheet period.
  • Regular: This indicates the total number of regular hours for the timesheet period.
  • Overtime: This indicates the total number of overtime hours for the timesheet period.

Summary Screen Icons

On the Summary screen, tapping C:\Users\VeronicaSantos\Desktop\Costpoint Mobile\timesheet menu.jpg displays several options.

Icon Description
C:\Users\VeronicaSantos\Desktop\Costpoint Mobile\timesheet menu.jpg Tap C:\Users\VeronicaSantos\Desktop\Costpoint Mobile\timesheet menu.jpg to display the following options:
  • Calendar: Tap this option to display the calendar.
    Attention: For more information, see View the Calendar in the Summary View.
  • Sign: Tap this option to sign a timesheet.
    Note: If your company uses the Hour Proration feature, the Summary screen displays prorated hours after signing a timesheet.
    Attention: For more information, see Sign a Timesheet in the Summary View.
  • Audit: Tap this option to display the Audit screen and see the revision history of a timesheet.
    Tap any of the following tabs to filter your view:
    • Status: Tap this tab to display the signature and approval details (approver and date of approval) for the current timesheet revision.
    • Revision: Tap this tab to display the explanation for any revisions made to the timesheets.
    • Warnings: Tap this tab to display the warnings you received when saving or signing the timesheet.
    Attention: For more information, see View Audit Information.
  • Day View: Tap this option to display the Timesheet screen in the Day view.
Tap the Chart View icon to display the dashboard chart that corresponds to the tab you are viewing.
Attention: For more information, see Summary Screen Tabs.

Summary Screen Tabs

On the Summary screen, tap any of the tabs to filter your view.

Tab Description
Day Tap this tab to display the hours you submitted for each day of the selected timesheet period, including any overtime charges.

You can view the charge details submitted for each day if the Show Charge Detail in Day Summary option on the Settings screen is set to On.

Tapping Chart View displays the Period Breakdown chart, which shows the total hours you submitted for the current timesheet period as well as any overtime charges and the remaining hours for the current timesheet period.

Week Tap this tab to display the hours submitted per week for the selected timesheet, including any overtime charges.
Charge Tap this tab to display the hours per charge that you submitted for the selected timesheet, including any overtime charges, and the charge breakdown details based on the selected option in the Charge Summary Breakdown field on the Settings screen. This tab also displays the status of the timesheet and the total hours.

Tap a charge to display the Charge screen, which shows the number of hours submitted per day for the charge you tap.

Tapping Chart View displays the Charge Breakdown chart, which shows a list of charges (non-cost-only pay types) on the timesheet with the total hours for each charge, displayed from highest to lowest.

Pay Type Tap this tab to display the hours per pay type that you submitted for the selected timesheet. This tab also displays the status of the timesheet and the total hours.

A cost-only charge is indicated by an asterisk (*).

Tapping Chart View displays the Pay Type Breakdown chart, which shows the hours per pay type that you submitted for the current timesheet period as well as the status of the timesheet and the total hours.