Timesheet Search
Use the Search screen to find existing timesheets based on specified criteria.
Typically, the primary role that performs approval, the supervisor, has tasks created based on the system setup. However, for backup supervisor, for example, the tasks are not created unless a process is run to escalate the tasks to them. If you are a backup supervisor, you can use the Search screen to find signed timesheets that require approval.
Field | Description |
---|---|
Period | Tap this field to select a period to perform the timesheet search.
This field is optional. |
Function | Tap this field to select the user’s functional role. This field defaults to the user’s role that takes precedence over other users. |
Group | Tap this field to select the user’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:
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.
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.
|
- Related Topics:
- Search Timesheets
You must specify the required fields on the Search screen to perform a search, select a timesheet from the list, and perform the appropriate task such as approving a timesheet or viewing its audit information.