Unit Quantities Tab of the Timesheet Form

Use the Unit Quantities tab to enter unit transactions on your timesheet for work groups, equipment, or other assets.

The Units Quantities tab displays on the Timesheet form only under the following conditions:

• Enable unit quantities feature is selected on the Setup Tab of Company Timesheet Configuration.

• Allow employee to charge units in timesheet is selected on the Time tab of the Employee Info Center.

Vision automatically updates the Unit Quantities tab with any project/phase/task combination already existing on the Timesheet Hours tab, under the following conditions:

• The project/phase/task combination does not already exist on the Unit Quantities tab.

• Hours were entered for that project/phase/task combination on the Timesheet Hours tab.

Vision doesn't copy Special Categories to the Unit Quantities tab. This copy process does not work in reverse: a project/phase/task line entered on the Unit Quantities tab is not copied to the Timesheet Hours tab.

Contents

Grid Options

Field	Description
Sort	Click this option to sort your timesheet entries in ascending order by project, phase, task, and labor code.
Insert	Click this option to insert a new row below the currently selected row on the Timesheet grid.
Copy	Click this option to copy the project/phase/task/labor code/unit name/unit table values from the currently selected row to a new row. Vision does not copy any hours or comments entered for that row. To copy all data (excluding hours) from an existing timesheet to a new timesheet, click Copy on the Timesheet toolbar.
Delete	Click this option to delete all data in the currently selected row.

Header Information

Field	Description
Search	Use the Search field to search for and open timesheets (for the selected period) to which you have access. The Search field displays only if you have Group, Company, or System access to the Timesheet application. To search for and open timesheets, use the Quick Find feature or click to use the Timesheet Employee Selection Lookup.
Timesheet Status	This field displays the current status of the timesheet: In Progress, Submitted, Approved, or Posted.
Period Ending	This field displays the end date of the timesheet labor period—the last day for which you can charge time to this timesheet.
Period Status	This field displays the status of the selected labor period: Open or Closed.

Units Grid

Field	Description
Project	Enter the project to which you are charging units. Depending on the settings chosen by your system administrator, the Project field, the Project Name field, or both display: If Project displays, enter the project number. If Project Name displays, enter the project name. If both fields display, enter the project number and the project name displays automatically. You can enter a project number or name directly in the field, use the Quick Find feature, or click to use the Project Lookup.
Project Name	Enter the project to which you are charging units. Depending on the settings chosen by your system administrator, the Project field, the Project Name field, or both display: If Project displays, enter the project number. If Project Name displays, enter the project name. If both fields display, enter the project number and the project name displays automatically. You can enter a project number or name directly in the field, use the Quick Find feature, or click to use the Project Lookup.
Phase	Enter the phase to which you are charging units. Depending on the settings chosen by your system administrator, the Phase field, the Phase Name field, or both display: If Phase displays, enter the phase number. If Phase Name displays, enter the phase name. If both fields display, enter the phase number and the phase name displays automatically. You can enter a phase number or name directly in the field, use the Quick Find feature, or click to use the Phase/Task Lookup.
Phase Name	Enter the phase to which you are charging units. Depending on the settings chosen by your system administrator, the Phase field, the Phase Name field, or both display: If Phase displays, enter the phase number. If Phase Name displays, enter the phase name. If both fields display, enter the phase number and the phase name displays automatically. You can enter a phase number or name directly in the field, use the Quick Find feature, or click to use the Phase/Task Lookup.
Task	Enter the task to which you are charging units. Depending on the settings chosen by your system administrator, the Task field, the Task Name field, or both display: If Task displays, enter the task number. If Task Name displays, enter the task name. If both fields display, enter the task number and the task name displays automatically. You can enter a task number or name directly in the field, use the Quick Find feature, or click to use the Phase/Task Lookup.
Task Name	Enter the task to which you are charging units. Depending on the settings chosen by your system administrator, the Task field, the Task Name field, or both display: If Task displays, enter the task number. If Task Name displays, enter the task name. If both fields display, enter the task number and the task name displays automatically. You can enter a task number or name directly in the field, use the Quick Find feature, or click to use the Phase/Task Lookup.
Unit	Enter the unit category to which you are charging the unit quantity. Enter the unit name directly in this field, use the Quick Find feature, or click in the Unit field to use theUnit Lookup. If you are using Multicompany feature, the Unit Lookup shows only those units that share the same project and billing currency as the project that is referenced.
Unit Table	Enter the unit table to which you are charging the unit quantity. Enter a unit table directly in this field or click the drop-down arrow to select it. Projects with a status of Dormant do not appear in the drop-down list.
Day/Date	The Day/Date fields correspond to the calendar days in the selected labor period. These fields display the units charged, day-by-day, to each project, phase, task, and unit code combination you have defined on the timesheet.
Quantity	Enter the unit quantity you want to charge to the project for the selected day/date. To enter a unit quantity, complete the following steps: Click the Day/Date field that corresponds to the day for which you are charging units to a selected project, phase, task, unit name, and unit table combination. Click the Quantity field and enter the appropriate number of units.
Description	Enter a description for the unit amount entered or, if the description already exists, select it from the drop-down list.

Display Fields

Field	Description
Display Fields	The lower left section of the Timesheet form displays unit information for the currently selected row. The following information displays: Project — Project number and name Phase — Phase number and name Task — Task number and name Client — Client name Unit — Unit name