Refer to documentation Implementation
The Weekly timesheet function contains a home section for you to enter your selection criteria, a section for you to enter labor time, and a reference section:
Presentation
Use this section to filter, or select your employee time records for a specific week of the year:
The Start/End date fields also filter lines in the Activity template selection section to template activities defined without dates, and activities with dates that match the selected Week.
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Fields
The following fields are present on this tab :
Block number 2
Block number 1
| Your user code is displayed. If you are authorized to record time for all employees, type in or select the user code you want to record time for.
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| Use this field to filter the parent (or source) project codes to which you, or the defined employee are assigned. Type in or select a specific project code or to include all project codes, leave blank. |
| The current week of the year is displayed. To filter for results for a specific week type in a week number. Alternatively, enter a date in the Start date field and either tab to the End date field, or select the Search action. This field will display the associated week number of the year. |
| Filter for time entry records for a specific week of the year. The Start date displayed is the first working day of the displayed Week number. Alternatively, enter a date in the Start date field. The Start date and End date fields will automatically display the start and end date of the working week in which the entered date occurs; the Week field will display the associated week number of the year.
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| This field displays the time unit as specified on the task operation on the project, but can be amended. |
| Select this check box if you need to assign labor time to a specific time category such as overtime, double time, travel time. An additional Time category column is displayed in the Time summary section for entry. |
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Presentation
This section lists projects, and tasks assigned to you, or the defined employee for each working day of the nominated week. Use this section to enter, edit, and validate labor time for a project, a task operation, for a specific budget code, and for non-project activities such as training, or annual leave across the whole week. Each time entry line for a project provides expense information which is used to calculate the rate to be charged to the project.
You can use the PJMTIMBUD - Allow time entries on budgets and PJMTIMTAS - Allow time entries on tasks parameters (TC chapter, PJM group) to control mandatory, or optional entry of time against task operations, and budget codes.
"Rejected" time entry lines are displayed for correction. Controlled, approved and posted time entry lines are also displayed.
A "control phase" for approving validated time entry lines applies if the PJMTIMENT - Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory. Only when a time entry is at Controlled status can it then be advanced to Approved status and posted against a project.
You enter time for each day for each project, or non-project task. You can add a project, or non-project task from the Activity template selection section if you need to enter time for a task that is not displayed, or enter you can enter the additional task details manually. The table is color-coded so that you can quickly see the status of each time entry. Border colors change as you perform an action on a line, or for an individual time entry, or when a time entry administrator performs an action in a different function such as approving time entry records. Daily, weekly and task totals are accumulated as you add, then save your time.
The following default colors indicate the status of your entered time:
Grey border: Posted record. You cannot edit these figures. You have validated these time entries and a time entry administrator or project manager has approved, and posted them.
Dark blue border: Approved record. You cannot edit these figures. You have validated these time entries and a time entry administrator or project manager has approved them.
Green border: Validated record. You can edit these figures. You have entered, and validated these time entries. You can devalidate and edit these entries until a time entry administrator or project manager has approved them.
Light blue border: Controlled record. You cannot edit these figures. This status represents an optional phase. It is only displayed if the PJMTIMENT - Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory. Validated time entry records must be "controlled" by one time entry administrator before a different time entry administrator approves them.
Orange border: Awaiting validation record. You can edit these figures. You have entered your time but you have not validated these entries. You must validate your entries before a time entry administrator can approve them.
Red border: Rejected record. You can edit these figures. A time entry administrator has rejected your entry. You must edit the time entry then revalidate it.
Blue cell: Total time. The system calculates the total hours for the day, the week, and each task as you enter, then save your time.
Tip: You can use the Project field in the home section to filter the data that the Time summary grid displays. You must select the Category tracking check box if you need to assign labor time to a specific time category.
The actions available from the Actions icon are controlled by the status of the individual time entry records. The color of the border of each individual cell is therefore significant.
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Fields
The following fields are present on this tab :
Block number 2
| This section displays the structure (hierarchy) of this project. All elements of the project structure that meet the defined selection criteria are displayed as individual lines. You can expand each parent line to reveal child lines in the hierarchy. |
| Use this field to assign this labor time to a specific time category such as overtime or double time. The time category code is displayed if this is a new time entry line and a time category is defined on the employee's user record or the project. You can change it if necessary.
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| Use this field to define the code of a particular project or job your company is working on that you want to record labor time against. |
| This field displays the task code your, or the defined employee's labor time will be recorded against. |
| Use this field to define the specific task operation sequence number to record labor time against.
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| This field displays the specific budget code your, or the defined employee's labor time will be recorded against. Each budget code represents a financial phase of a project. |
| This field displays the description of the task, the operation, or the specific budget code defined on the project, or the non-project activity. You can change this description to make this activity more meaningful to you. |
| These check boxes are initially controlled by the PJMTIMAUTO - Time entry auto. validation parameter (TC chapter, PJM group):
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| This field displays the total cumulative labor time entered for this employee, according to the defined selection filters.
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| Use this field to enter the amount of time, in the defined time unit, you or this employee spent working on the displayed project on this day of the week. You can enter labor time against a project, a task, a task operation, and against a specific budget code. The total hours entered for each day of the week, the total hours for the week, and the total hours for each task are accumulated as you enter your time. |
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Action icon
Click Time entry split from the Actions icon to make several time entries for the same activity for the same day. You might need to "split" your time on a task if the time you need to enter belongs to more than one time category. Some of your time might be at standard time, and some is additional time such as overtime, for example. Daily totals are accumulated as you add, then save time for your subtasks.
This action is only available from cells with multiple time entries. To add multiple time entries for the same day click Time entry detail from the Actions icon, then click New.
Fields
The following fields are included in this window :
Technical
Operation load
| This field displays the code of the particular project or job this task operation applies to. |
| This field displays the task code your, or the defined employee's labor time will be recorded against. |
| This field displays the specific task operation sequence number against which your, or this employee's labor time will be recorded. |
| This field displays the total time planned or estimated for this task operation for this project. The quantity is expressed in the time unit. |
| This field displays the total time consumed by all employees (the aggregated time) against this task or task operation. The quantity is expressed in the time unit. |
| This field displays the total remaining time (planned time - consumed time) to be consumed against this project operational task. The quantity is expressed in the time unit. You can change this figure if necessary.
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| This field displays the time unit as specified on the task operation on the project. |
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Click Remaining load update from the Actions icon to change the remaining workload figure (for launched tasks) for this project operational task. This ensures the project can provide real time estimates on this individual operation's workload.
The cumulative planned and remaining load quantities, that is for all employees, must match or be less than those defined for the operational task line.
Click Split all lines from the Actions icon to make several time entries for every activity for the same day. You might need to "split" your time on a task if the time you need to enter belongs to more than one time category. Some of your time might be at standard time, and some is additional time such as overtime, for example. Daily totals are accumulated as you add, then save time for your subtasks.
This action is only available from cells with multiple time entries. To add multiple time entries for the same day click Time entry detail from the Actions icon, then click New.
Click Delete from the Actions icon to delete a time entry record. You can only delete time entries at Awaiting validation and Rejected status. The time entries must, therefore, have an orange border, or a red border.
Click Validate/Unvalidate from the Actions icon to validate a time entry record. You must validate your time entries before a time entry administrator can approve them. You can only validate time entries at Awaiting validation status. The time entries must, therefore, have an orange border.
To devalidate a time entry record, click Unvalidate. You can only devalidate time entries at Validated status. The time entries must, therefore, have a green border.
You cannot edit time entries at Controlled, Approved, or Posted status. That is, time entries with a light blue, dark blue, or grey border respectively.
Fields
The following fields are included in this window :
Technical
Description
| Use this field to provide a clear, supporting description for this record. This is a free-format narrative field. |
Comment
| Use this field to add comments to this record. This is a free-format narrative field. The comments should be specific to this record. They should do more than just "describe" this record. |
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Click Comment from the Actions icon to enter a detailed description and comments to support your time entry.
Fields
The following fields are included in this window :
Block number 5
Block number 1
| This field displays the specific date this labor time was carried out by this employee. Time can be entered against a project, a task, an operation, for a specific budget code, and for non-project activities such as training, or annual leave. |
| Use this field to assign this labor time to a specific time category such as overtime or double time. The time category code is displayed if this is a new time entry line and a time category is defined on the employee's user record or the project. You can change it if necessary.
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| This field displays the code of a particular project, or job your company is working on against which your, or this employee's labor time will be recorded. |
| This field displays the task code your, or the defined employee's labor time will be recorded against. |
| This field displays the specific task operation sequence number against which your, or this employee's labor time will be recorded. |
| This field displays the specific budget code your, or the defined employee's labor time will be recorded against. Each budget code represents a financial phase of a project. |
| This field displays the description of the task, the operation, or the specific budget code defined on the project, or the non-project activity. You can change this description to make this activity more meaningful to you. |
| This field displays the current work in progress status of this time entry, as follows:
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| This check box is initially controlled by the PJMTIMAUTO - Time entry auto. validation parameter (TC chapter, PJM group):
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| Use this field to enter in the defined time unit, the amount of labor time you or this employee spent working on the project, on the task, on the operation, on the specific budget code, or on a non-project activity such as training or annual leave. |
| This field displays the code that represents the unit of time in which labor is measured for each activity. |
| This field displays the total time planned or estimated for this task operation for this project. The quantity is expressed in the time unit. |
| This field displays the total time consumed by all employees (the aggregated time) against this task or task operation. The quantity is expressed in the time unit. |
| This field displays the total remaining time (planned time - consumed time) to be consumed against this task or task operation. The quantity is expressed in the time unit. |
| This field displays the code that represents the unit of time in which labor is measured for each activity. |
| This field displays the project cost type against which this labor time will be recorded. You can change the default code.
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| This field displays the employee cost type against which this labor time will be recorded. The cost type code is determined by the cost type defined on your or this employee's user record but can be amended.
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| This field displays the labor rate at which time is charged to this project for this time entry line. You can change the default rate.
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| This field displays the rate at which this labor time is charged to this project for this time entry line. You can change the default rate.
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| This field defaults to the currency associated with the sales site (Sales site field) defined for the project. It cannot be changed once the project has been created. |
| This field displays the factor by which the labor rates defined in the Project labor rate (PJMCST) and Employee labor rate (CLBCST) fields for this time entry will be multiplied. It is determined by the value of the Time category field (PTETYP). For example, it will display "1" if the time category is blank as this equates to standard working time, or "2" if the defined time category equates to a rate to be paid at double standard working time. If set to "0" (zero) this time entry record will be valued at zero. This rate multiplier is used in the Financial overview function (PJMFINOV0) (cost calculation) and in the Time posting function (PTELABPOS) to calculate the value of the associated journal entry line. The amount posted will be calculated using the appropriate formula:
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| This field displays the site from which this project is managed. |
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Description
| Use this field to provide a clear, supporting description for this record. This is a free-format narrative field. |
Comment
| Use this field to add comments to this record. This is a free-format narrative field. The comments should be specific to this record. They should do more than just "describe" this record. |
Block number 4
| This field displays the code of the user that created or entered this record. |
| This field displays the code of the last user to modify this record. |
| This field displays the code of the user that validated this record. |
| This field, if populated, displays the code of the user that formally rejected this record. |
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Click Time entry detail from the Actions icon to open a detailed time entry screen. The fields displayed and fields you can edit are controlled by your user permissions. The details can include time entered for the task, the task description, and comments that you have entered.
You can use this screen to add a new time entry for the same day.
Click Currency rate from the Actions icon to enter a currency rate for this time entry record.
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Presentation
You use this section to select predefined activities to add to your timesheet.
The template activities listed are filtered to those activities defined without dates, and activities with dates that match the dates defined in the home section.
Each activity you select in this section is added as a new line in your timesheet. An activity template line can be for a specific date, for a specific working day, or generic, that is the line provides a quick reference for you to add common activities to your time entry record as, and when required. A template line is just that, a basic outline of a timesheet activity. You can change most of the template fields once the line is displayed in the Time summary section.
Tip: You can add a single template activity to your timesheet multiple times. Simply select the activity, clear the Select check box, then reselect the activity. Each time you select a line the template activity is added to your Time summary.
Fields
The following fields are present on this tab :
Block number 2
| Select this check box to add this template line to your timesheet. |
| This field displays the specific date this activity applies to. The prerecorded labor time will display in your timesheet for this date. |
| This field displays the specific day of the week this activity applies to. The prerecorded labor time will display in your timesheet for this day. |
| This field displays the specific time category this activity applies to, such as overtime, double time, travel time. |
| This field displays the code of a particular project, or job your company is working on against which your, or this employee's labor time will be recorded. |
| This field displays a specific task code from the operational (task) structure of the parent project. Each task code corresponds with an operational phase of a project. |
| This field displays the specific task operation sequence number your labor time will be recorded against.
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| This field displays a specific budget code from the budget (cost) structure of the parent project. Each budget code represents a financial phase of a project. |
| This field displays the description of the task, the operation, or the specific budget code defined on the project, the description of the non-project activity, or the description you added to your template to make this activity more meaningful to you. You can change this description. |
| This field displays the code in which your labor time for this activity is recorded.
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| This field displays your labor time for the defined date, or day of the week.
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| This field indicates if time entered against this activity is entered manually, or imported using the PJMTIMACTI - Activity template import template. |
Click the Search action to load the Time summary table with project and non-project activities that meet the entered selection criteria. |
The following fields are included on the window opened through this button :
Close Click the Copy week action to duplicate all time entry records for the current week in a different week. The default destination week is the following week but you can choose to copy the time entry records to any week in the future. A log file includes details of the projects, tasks and operations that have been processed. Tip: Use this action to save you time and avoid errors if your project work is fairly consistent week on week.
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The following fields are included on the window opened through this button : Block number 2
Close Click the Activity template action to define or modify your own personal time entry activity template. You can use the template activities with both daily time entry records and with weekly time entries. Tip: Use activity templates to save you time and avoid errors if your project work is fairly consistent week on week, or you want a quick way to add non-project activities such as annual leave to your timesheet.
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