Timesheet Search

Use the Search screen to find existing timesheets based on specified criteria.

Typically, the primary role that performs approval, the resource manager, has tasks created based on the system setup. However, for backup resource managers, for example, the tasks are not created unless a process is run to escalate the tasks to them. If you are a backup resource manager, you can use the Search screen to find signed timesheets that require approval.

Note: Timesheet search is only available to resources with rights to view or approve other resources’ timesheets.
Field Description
Period Tap this field to select a period to perform the timesheet search.
  • Schedule
  • Year
  • Period Ending

This field is optional.

Function Tap this field to select the resource’s functional role. This field defaults to the resource’s role that takes precedence over other resources.
Group Tap this field to select the resource’s group.
Timesheet Class Tap this field to select the timesheet class to perform the timesheet search.
Note: This field is available if you are using Costpoint 8.1.25 and higher and Costpoint 8.2.4 and higher. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.
Filter Tap this field to select a filter category to perform the timesheet search.
You can filter by:
  • Last Name
  • ID
  • Signature Last Name
  • Signature ID
  • Approver Last Name
  • Approver ID
Note: Signature Last Name, Signature ID, Approver Last Name, and Approver ID are available if you are using Costpoint 8.1.25 and higher. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.
Filter Value Tap this field to enter a value for the selected filter category.
Timesheet Status Tap an option to select the timesheet status to search.
  • Open
  • Signed
  • Approved
  • Rejected
  • Processed

You must tap at least one timesheet status to perform a search.

Missing Tap the button in this field to set it to On and perform a search on missing timesheets. When you search for missing timesheets, you must specify a value in the Period field.

When this field is set to On, all the selections made in the Timesheet Status field are cleared. When you tap any of the options in the Timesheet Status field, this field is set to Off.

When your search identifies missing timesheets, the application will display a list of these timesheets. However, you will not be able to select or review any of the timesheets in the list.

Note: This field is available if you are using Costpoint 8.2 and higher. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.