Enter Timesheet Data Overview
The Timesheet form includes an overview of the timesheet's information, and fields where you can enter specific details for the timesheet charges.
Prerequisite: Open a timesheet.
To enter timesheet data, complete the following steps:
- If there are any pre-defined special categories or standard labor charges, such as vacation, sick time, or holiday leave, these automatically display on the timesheet form. Enter your hours for these categories.
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On any row beneath the pre-defined special categories, click in the focus indicator column (the narrow colored column to the left of the Project or Project Name column). If you are allowed to copy or delete the current row, or insert a new row, the focus indicator changes to the row tools button. Click
Row Tools and select Insert to insert a row on the timesheet directly beneath the current row. Enter all labor charges and associated hours on the timesheet form.
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Confirm that all required fields contain data.
Required fields are highlighted in yellow, and must be completed before you can proceed.
Note: Required fields are always yellow in Navigator; this color cannot be customized and is not based on any defined custom color within Vision.
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Click
Save.
Navigator confirms that all required fields are complete. If so, the timesheet data is saved and the button displays
Saved, but the data is not submitted. You must click
Submit after you save to submit the timesheet data for approval. The button displays Submitted after data is submitted. Alternatively, if you are ready to save and submit, you can click the Submit button and the timesheet will be saved and then submitted in one step.
If the required fields are not complete, an error message displays with the focus placed on the field that is missing a value.
- The Timesheet Form
The Timesheet form displays when you open the Timesheet application. Use this form to enter the information that is required to process your labor charges for individual labor periods. This includes project, phase, task, labor code, and labor category values for each labor charge on your timesheet. It also may include time using special categories with pre-defined project, phase, task, labor code, labor category, and payroll tax locale values. - Use Lookups to Enter Timesheet Data
You can access Project, Phase, Task, Labor Code, and Labor Category lookups in the Navigator Timesheet application. These lookups make entering timesheet data faster and easier. - Use Quick Find to Select a Record
Quick Find searches let you select a record by entering part of a valid data string, such as a record's name or number. - Timesheet Special Categories
Your system administrator can set up special categories for you to use when you enter standard labor charges such as vacation, sick time, or holiday leave. These special categories display in the initial rows of the Timesheet grid each time that you open your timesheet.
Parent topic: Timesheet Procedures Overview