Use the Criteria tab of the TS Line Level Approval screen to determine those timesheets to display for review, approval, or rejection. You can select the UDT, Approval Status, and Function to display. You can also select the level of drill-down, and extra detail to include.
Selection Criteria
| Field | Description |
|---|
| UDT Codes
|
If you are linking UDT02s and UDT01sna, select the appropriate option to determine whether you want to view UDT02 or UDT01 charges.
If you are not linking UDT02s and UDT01s, these options do not display and the Results tab displays UDT01s.
|
| Approval Status
|
Use the drop-down box to select the status of the charges that you wish to view. If you select the "Approved" status, additional fields display below the
Function drop-down box so that you can additionally enter a
Schedule,
Year, and
Period.
|
| Function
|
Select the function of the project manager. The selections available depend on the rights that you have as a project manager in Time & Expense, and the functions that are created in the Functional Roles screen and assigned on the UDT01 or UDT02 screens.
|
| Schedule
|
If you selected "Approved" for
Approval Status, select a timesheet schedule. All timesheet schedules that exist are available.
|
| Year
|
If you selected "Approved" for
Approval Status, select a timesheet schedule year. All timesheet schedule years for the selected Schedule are available.
|
| Period
|
If you selected "Approved" for
Approval Status, select the timesheet schedule period ending date. All timesheet schedule period ending dates for the selected timesheet Schedule and Year are available.
|
Drill-Down Options
Select levels to see an additional breakdown of charge activity information by UDT or employee. If you do not select levels, you still see the activity in a summarized manner by charge and in a detailed manner by timesheet cell date.
| Field | Description |
|---|
| Level 1
|
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the
Use check box selected in the UDT Options tab of the General Configuration screen.
You must select a
Level 1 value in order for the
Level 2 field to be enabled. If you change the
Level 1 value to "None" after having selected
Level 1 and
Level 2 values, the
Level 2 field changes to "None" and is disabled.
If you change the
Level 1 value from one UDT value to another after having selected a
Level 2, the
Level 2 value changes to "None;" this prevents you from selecting the same UDT value for more than one level.
|
| Level 2
|
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the
Use check box selected in the UDT Options tab of the General Configuration screen. The UDT or "Employee" value selected as
Level 1 is not included. An additional value of "None" is available.
You must select a level 2 value in order for the
Level 3 field to be enabled. If you change the
Level 2 value is changed to "None" after having selected
Level 2 and
Level 3 values, the
Level 3 field changes to "None" and is disabled.
If you change the
Level 2 value from one UDT value to another after having selected a
Level 3, the
Level 3 value will be changed to "None;" this prevents you from selecting the same UDT value for more than one level.
Level 2 is available only if you selected a
Level 1 value.
|
| Level 3
|
Select the UDT value or "Employee" from the drop-down box to display the charge activity information at the selected level. The available UDTs are those with the
Use check box selected in the UDT Options tab of the General Configuration screen. The UDT values or "Employee" selected for
Level 1 and
Level 2 are not included. An additional value of "None" is available.
Level 3 is available only if you selected a
Level 1 value.
|
Additional Detail Columns
Select additional columns to see additional UDT information when the details level is displayed.
| Field | Description |
|---|
| Column 1
|
Select the UDT that you want to display as an additional column on the details level of the Results tab. The available UDTs are those with the
Use check box selected on the UDT Options tab of the General Configuration screen. If
UDT01 and
UDT02 are displayed, the value you selected is not available for
Column 1. For example, if you selected
UDT01, "UDT01" is not available in this drop-down box.
There is also an additional value of "None" available.
|
| Column 2
|
Select the UDT that you want to display as an additional column on the details level of the Results tab. The available UDTs are those with the
Use check box selected in the UDT Options tab of the General Configuration screen. If the
UDT02 and
UDT01 radio buttons are displayed, the value you selected will not be available for
Column 2. For example, if you selected the
UDT01 radio button, "UDT01" is not available in this drop-down box.
There is also an additional value of "None" available.
Column 2 is available only if you selected a
Column 1 value.
|
| Execute
|
Select the
Execute button to retrieve the charge activity information. The Results tab displays the charge summary information. From there you can drill down into selected levels or, if no levels are selected, you can drill down into the charge detail information.
|
