Viewing project time

To view project time

From the

> Manage menu, click Time & Expense.

Click the Time by Project tab.

Note:

This tab is available if the Principal, Project manager, or Accounting manager check box is selected in > Setup > Employees > General tab > Manager Type.

In the table, you can choose to:

Add optional columns to see additional information:

Click

(Customize), select the columns you want to add, and click OK.

Column

Description

Company

Multi-company only. Displays the company responsible for the project

Phase

Displays the phases of projects

Submitted

Indicates if the timesheet was submitted

Time rejected

Indicates if any time on the timesheet was rejected

Supervisor approved

Indicates if the supervisor approved the timesheet

Accounting approved

Indicates if the accounting manager approved the timesheet

Project manager approved

Indicates if the project manager approved the timesheet

Click

(Change View), enter information as follows, and click OK:

To view timesheets

Do this

For a certain period

In the Date Range field, click the date or time period you want to view timesheets for. To choose a range of dates, click Select Dates and then enter the beginning and ending dates in the fields that appear to the right.

For a certain project status

You can choose to see only timesheets that have a project status of Marketing, Preliminary, Active, Hold, Work hold, Billing hold, or Closed.

In the Project Status area, select as many check boxes as needed.

If submitted

In the Submitted field, click the arrow and make a selection. You can choose to see only timesheets that were submitted, not submitted, or all timesheets.

If supervisor approved

In the Supervisor Approved field, click the arrow and make a selection. You can choose to see only timesheets that were approved by the supervisor, not approved, or all timesheets.

If accounting approved

In the Accounting Approved field, click the arrow and make a selection. You can choose to see only timesheets that were approved by accounting, not approved, or all timesheets.

If project manager approved

In the Project Manager Approved field, click the arrow and make a selection. You can choose to see only timesheets that were approved by the project manager, not approved, or all timesheets.

For a specific company

Multi-company only. Displays the timesheets of the selected company.

To see detailed time by employee for the project, click the plus sign

next to the name of the project.

To see more detail, hours by date for the employee, click the plus sign

next to the name of the employee.

To see the timesheet, double-click the timesheet date.

If you are a project manager and want to add notes to a timesheet cell, click

(Customize), select the Manager notes check box, and click OK. Then, select the timesheet cell, and enter your notes in the Manager Notes field in the Hours Detail table.

Close any detailed information by clicking the minus sign

next to it.