Timesheet (Extended View)

The Timesheet screen in the Extended view allows you to enter and manage the time worked on projects for a specific time period. Time is tracked by entering line entries on the timesheet to represent an area of a project, or a level of the project's WBS (work breakdown structure), and then entering the number of hours worked each day on it.

See Also: For information on the other available views for Timesheet, see Timesheet (Default View) and Timesheet (Simple View).

General

In the General area, enter general information about the timesheet.

Field		Description
	Employee	Enter or select an active employee. This is the person that you are entering the timesheet for.
	Document Date	Enter or select a document date when manually entering a timesheet. This date is used to organize timesheets in the system. Dates that may be selected are limited to posting dates where timesheets are Allowed and have been generated for the employee. The default is the first qualifying posting date that is greater than or equal to the current date. If the document date is changed, the actual date is reset to the first qualifying posting date (timesheets are Allowed and status is Open or Pending Close) that is greater than or equal to the entered document date. Also, the Line Items area is updated to reflect the new document date, which includes updated dates in the Hours section. Note: Document date is display only if it was created via a Timesheet Request, and it may not be changed.
	Document Number	Enter a unique document number to identify this document. This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
	Distributed Posting	Select this to have the ability to split posting of a single timesheet to two different Posting Dates when a timesheet crosses a month end. The following rules apply for Distributed Posting: Distributed Posting is enabled when Document Date qualifies for Distributed Posting. Document Date qualifies for Distributed Posting when: Posting Date on the timesheet is equal to the Document Date Distributed Timesheet Posting is the timesheet employee’s company Document Date is a Posting Date in the Posting Calendar that is eligible for Distributed Posting At least one Posting Date in the Posting Calendar that is less than the Document Date and greater than the previous Document Date, with Regular Inputs Allowed equal to Timesheet The Posting Period that the Posting Date(s) belong to is Open or Pending Close If Document Date does not qualify for Distributed Posting, the checkbox is read-only and cannot be selected unless the Document Date is changed to a date that qualifies. When Distributed Posting is enabled and selected, you may deselect the checkbox with the following results: Posting Date becomes enabled and the content set to visible If you change Posting Date to a date that is not equal to Document Date, the checkbox becomes read-only Resetting the Posting Date to the Document Date again or deleting the Posting Date (which should automatically set it back to the Document Date) shall enable checkbox again
	Posting Date	Enter or select the posting date. This date is used to associate the document with a posting period. The posting date must allow this document type as an input and its posting period must be in an Open or Pending Close stage. Note: If you enter the Document Date first, this field is automatically loaded! If this field is updated, the Document Number field is updated to the selected employee's code plus the Posting Date.
	Suffix	Enter or select any active input document suffix that is available for the current document type. This can be used in reports to select or sort documents.
	Source	Select the type of Document. This is Timesheet unless the timesheet was spawned by another document type.
	Total Regular Hours	Displays the sum of regular hours from the line items.
	Total Overtime Hours	Displays the sum of overtime hours from the line items.
	Total Hours	Displays the sum of regular and overtime hours from the line items.
	Source Company	Enter or select an active company. This determines if the timesheet involves intercompany transactions.
	Employee Posting Group	Displays the posting group assigned to the employee. This determines the liability accounts. The default is the posting group of the selected Employee.

Line Items

In the Line Items area, add rows to enter information about the hours that were worked. The area is divided into three main sections, which include project WBS, hours, and totals data.

Field		Description
	Regular	Select this option to enter regular hours for each date in the Hours section. When both this and the Overtime option is selected, each date is divided into two columns to allow for data entry.
	Overtime	Select this option to enter overtime hours for each date in the Hours section. When both this and the Regular option is selected, each date is divided into two columns to allow for data entry.
	Load Previous Timesheet	Click the Load Previous Timesheet button to populate the line items grid with the line items from the employee’s previous timesheet (most recent timesheet prior to the current one, based on Document Date). Copy constraints are: No time values are copied If a duplicate row is found in the current timesheet (matched on Project, Task, Company, Organization, Labor Bill Class, Activity Type, and Hours Type) that previous row is not inserted into the timesheet. If more than one timesheet exists for the employee / document date, all unique rows from the collection of previous timesheets are copied.
	Load Employee Assignments Button	Click the Load Employee Assignments button to populate the line items grid with the current project / task assignments for you or the selected employee. A new line item is added for each project / task combination assigned in Resource Scheduling that does not already exist on the timesheet. The total scheduled hours are also included.
	Project WBS	The Project Work Breakdown Structure section allows you to enter lines of project details to use to charge time against on the timesheet. For each line, select a Project, Task, Company, Organization, Labor Bill Class, Activity Type, and an Hours Type. For a detailed description of these fields, see WBS Column Descriptions. Project: Enter or select the project. Only active projects that allow regular labor can be selected. Task: Enter or select a task. Only active tasks that are authorized for selected the Project and allow regular labor can be selected. Project and Task are the initial default fields and will remain so unless the user changes their preferences. The remaining fields are available and may be accessed if changes are required. Otherwise they are loaded as described below but remain hidden. Company: Enter or select an active company. Only the Source Company or active companies that are in an established intercompany relationship with the Source Company can be selected. Additionally, if a project is selected for the line item, only companies that are authorized to work on the project can be selected. The default is your home company. Location: Enter or select an active location. This defines where the work was performed and allows project charges to be analyzed by country or other location attributes. When adding a new line item, Location defaults to the location of the employee, if a location exists. Otherwise, Location will be blank. This may also be used with Payroll Extract for payroll tax reporting purposes. Organization: Enter or select an organization. Only active organizations that belong to the selected Company are authorized to work on the Project can be selected, and these organizations must allow regular labor to be posted. The default is your Home organization. If Organization has an overhead pool, use that overhead pool to determine overhead. If not, use the employee’s overhead pool when determining overhead. Labor Bill Class: Enter or select an active labor bill class. The default is your Labor Bill Class. Activity Type: Enter or select an active activity type. Unit: Displays Unit for the selected activity type. The default is blank. This value is included when a timesheet is copied. If unit contains a value, a unit entry document must be spawned. Equipment: Displays Equipment for the selected activity type. The default is blank. This value is included when a timesheet is copied. Hours Type: Enter or select an hours type. Only active hours types that are effective for the employee's cost rate can be selected. The default is your primary Hours Type. Task Hierarchy: Displays the concatenated task / subtask codes used for input lookups. Sequence: Displays the automatically generated sequence number that identifies the transaction. This is an optional field that displays at the leftmost position on the line.
	Hours	The Hours section allows you to enter the number of hours you worked on each line entry each day. The displayed dates are based on what has been defined for the selected Document Date. Above the Line Items grid, there are Regular and Overtime options, which allows you select the type of hours you are entering on the grid. When both options are selected, each date is divided into two columns to allow for data entry. A description can be added to an hours cell once a number of hours has been added. This description is available throughout the lifecycle of a timesheet and in project reporting. When a description is added to an hours field, a red marker is added to the top, right-hand corner of the cell. For more information, see Add and View Time Descriptions. A total of the hours entered per day is displayed on the bottom line of the grid.
	Totals	The Totals section displays the number of Total Regular Hours, Total Overtime Hours, Total Hours, and Scheduled Hours for each line item. The totals are updated as you enter information on your timesheet. The Scheduled Hours column displays the published scheduled hours, which allows employees to track how they are doing against the schedule. A total of each column is displayed on the bottom line of the grid.