Overview
Use this dock to review the activities assigned to a resource on the currently selected timesheet. The activity data provided is designed to assist you in evaluating whether you should approve or reject the resource's timesheet.
Screen Elements
Activity Filter
Enables you to filter the Details dock to show only Regular Activities, only Overhead Activities or All Activities.
Group By List
Arranges similar values in a table or list into groups based on a selected field.
None: Organizes risk thresholds alphabetically without grouping them into categories.
Levels: Organizes risk thresholds into level categories.
Type: Organizes risk thresholds into type categories.
Customize View
Opens the Customize View dialog box.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Activity ID field
The unique identifying code for the activity to which the resource is assigned.
Activity Name field
The name for the activity to which the resource is assigned.
Activity Status field
The current condition of the activity.
Valid values are Not Started, In Progress, and Completed.
Actual Overtime Units field
The actual overtime units worked by the resource on the activity.
This value is calculated from timesheets when project actuals are applied or can be entered directly by the project manager.
Actual Regular Units field
The actual non-overtime units worked by the resource on the activity.
This value is calculated from timesheets when project actuals are applied or can be entered directly by the project manager.
Approved Units field
The number of units already approved for this assignment. This is the total number of approved units for the assignment, regardless of whether those units have been applied to the activity using Apply Actuals.
Calculated as the sum of all actual regular units plus all overtime units for the assignment across all approved timesheets.
Auto Compute Actuals option
Determines whether the activity actual and remaining units, and start and finish dates for the resource are calculated automatically using the planned dates, planned units, and the activity's schedule percent complete.
If this option is selected, the actual/remaining units and actual dates are automatically updated when project actuals are applied. This assumes that all work by the resource proceeds according to plan.
Note: This option is not available if the Uses Timesheets option is selected.
Discussion
Opens the Discussion dialog box.
email Address field
The email address for the resource.
Employee ID field
The resource identifier within the organization, typically the employee number or social security number.
Office Phone field
The office phone number for the resource.
Other Phone field
The alternate phone numbers for the resource.
Overtime Factor field
The overtime factor used to compute the overtime price for the resource. The default overtime factor is 1.5.
Calculated as Standard Price multiplied by Overtime Factor.
Pend Remaining Units field
The estimate of the resource's remaining units on this activity.
The Pend Remaining Units value is entered by each resource using timesheets. This value is copied to the resource's remaining units for the activity when project actuals are applied. The project manager specifies whether resources update their percent complete or remaining units for each project.
Pending % Complete field
The estimate of the percentage of the resource's units of work completed on this activity.
The pending percent complete is entered by each resource using timesheets. This value is used to compute the resource's remaining units for the activity when project actuals are applied. The project manager specifies whether resources update their percent complete or remaining units for each project.
Planned Units field
The planned units for the assignment.
Price/Unit field
The non-overtime price per time for the resource or role's work on this activity.
This price is used to compute costs for any activities to which the resource or role is assigned. When the resource or role is assigned to the activity, the relevant price is copied to the assignment based on the effective date of the price and the activity start date. The price is refreshed whenever resource and role prices are synchronized for the project.
Project ID field
The unique identifying code for the project.
Project Name field
The name of the project.
Rate Source field
The value that indicates which price/unit will be used to calculate costs for the assignment, such as Resource, Role, and Override.
When a resource, and only a resource, is assigned to an activity assignment, the rate source will automatically equal Resource. When a role, and only a role, is assigned to an activity assignment, the rate source will automatically equal Role. When both a resource and role are assigned to the activity assignment, the rate source can be either Resource or Role determined by your rate source preference. In any case, the Override value allows you to specify any other price/unit.
The default rate source preference can be changed on the My Preferences page under Resource Assignments.
Rate Type list
Determines which of the five user-defined resource and role rate types will be used to calculate the cost for the assignment.
Remaining Units field
The remaining units of work to be performed by the resource on the activity.
Calculated as Planned Units minus Actual Units.
Resource ID field
The unique identifier for the resource.
Resource ID Name field
The unique identifier and name of the resource.
Resource Name field
The name of the resource assigned to the activity.
Role ID field
The unique identifier of the associated role.
Role ID Name field
The identifying code and name of the role.
Role Name field
The name of the role assigned to the activity.
Status field
The current state of the timesheet.
WBS Code field
The unique identifier of the WBS for the associated activity.
WBS Name field
The name of the WBS element.
Timesheet Activity Hours splitter bar
An adjustable bar you can drag to customize your view of two sets of data dividing or "splitting" a table. Drag the bar to the right to view more timesheet activity data and drag the bar to the left to view more of the timesheet hours table showing the hours reported for each activity.
Timesheet Hours table
A table consisting of rows for each activity and columns for each day in the timesheet period. Each cell in the table shows the hours reported for the activity for a particular day.
Total field
The total number of hours reported per day for the currently displayed activities. Red text indicates variance units are negative.
Variance Units field
The difference between the planned units and the approved units for the assignment. A negative number in this field indicates that more units have been approved for this assignment than were planned.
Calculated as planned units minus approved units.
Getting Here
- Click Approvals.
- On the Approvals navigation bar, select Timesheets.
- Select Collapse Dock.