Timesheet (Simple View)

The Timesheet screen in the Simple view allows you to enter and manage the regular 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 more information on the other available views for Timesheet, see Timesheet (Default View)and Timesheet (Extended View).

General

In the General area, general information about the timesheet is displayed.

Field		Description
	Employee	Displays the employee assigned to this timesheet, normally the current user. This is the person for whom the time is being entered.
	Document Date	Displays the document date assigned to this timesheet. This date was assigned when the timesheet was generated and may not be changed.

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
	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.
	Copy	Click the Copy button to display the Copy Assistant that allows you to view and select categories and the work breakdown structure of previous timesheets. When the Copy Assistant displays, the Timesheet tab is highlighted.
	Project WBS	The Project WBS 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. 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 Hours for each line item. The totals are updated as you enter information on your timesheet. In addition, a cumulative total of is displayed on the bottom line of the grid.