You use the Create Time Sheets batch job to set up time sheets for a specified number of time periods or weeks. You must have permissions to be able to create time sheets.
You can copy and use your job planning lines in a time sheet. In that way, you must only enter the information in one place and the line information is always correct.
After you have approved time sheet entries for a job, you can post them to the relevant job journal or resource journal.
Before you can use time sheets, you must set up general information and specify an administrator and one or more approvers of time sheets. For more information, see Set Up Time Sheets.
You can use the Create Time Sheets batch job to set up time sheets for a specified number of time periods or weeks. Then, the time sheet owner can open it and record time that has been spent on a task.
The Use Time Sheet and Time Sheet Owner User ID fields must be filled in on the card for the resource of the time sheet.
You can view the time sheets that you have created on the Time Sheet list page.
The following procedure describes how to quickly add job planning lines to a time sheet.
You can define the work type for all time sheet lines for jobs. In this way, you can add information that you need to bill the customer for different types of work.
If your time sheet information remains the same from time period to time period, you can save time by copying the lines from the previous time period. Then, you just enter your time usage for the new period.
The lines are copied, including details such as type and description. For example, if the line is related to a job, the Job No. is copied. All copied lines have the status Open. You can now modify the lines as needed.
Time sheet registration is tracked in hours, the standard base unit of measure for resources. By default, a time sheet shows the common work days of Monday through Friday.
Fill in the fields on a line as necessary. Enter the number of hours used by the resource on each day of the week.
You can review the sum of time sheet hours that you have entered in the Actual/Budgeted Summary FactBox.
Choose the Submit action, and then choose the All open lines action to submit all lines or the Selected lines only action to submit only the lines that are selected on the Time Sheet page.
You can only submit time sheet lines for which you have entered time.
To modify information on a line that has been set to Submitted, select the line, and then choose the Reopen action.
A manager may reject a time sheet line that is submitted for approval. If a line has a status of Rejected, you can make changes to the line, and then choose Submit again.
A time sheet must be submitted for approval before it can be used. You can approve and reject individual lines on a time sheet or send them back to the submitter for additional action. A time sheet can be approved in two ways:
Use the Time Sheet Status and Actual/Budgeted Summary FactBoxes to get an overview of time sheet information.
After you have approved or rejected a time sheet, it cannot be modified unless it is first reopened. The following procedure explains how to reopen an approved or rejected time sheet.
Open a time sheet from the list.
You can only reopen lines that have the status Approved. You cannot reopen lines that have the status Rejected. You cannot reopen a time sheet if it has been posted.
After you have approved time sheet entries for a resource, you can post them to the relevant resource journal.
After you have approved time sheet entries for a job, you can post them to the relevant job journal.
Choose the OK button. Entries for usage are created in the job journal, where you can modify the information as needed.
Information about work type and whether the work is chargeable is copied from the time sheet line. If needed, you can reduce the quantity of hours and do a partial posting. If you reduce the quantity, then the next time that you choose the Suggest Lines From Time Sheets action, the line that is created will contain the remaining quantity of hours.
After you have posted time sheets, you can archive them for future reference. All time sheets lines must be posted before a time sheet can be archived.
When you archive a time sheet, it is removed from the lists in both the Time Sheets page and the Manager Time Sheets page.
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