To create a Timesheets business process record:
- Navigate to the Company Workspace tab and expand the Company Logs node.
- Click Timesheets to open the log.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields.
- Add line items to the detail form according to your project participation.
This portion of the form is divided into tabs:
- Project Hours — Record your project hours on this tab
- Non-Project Hours — Record your non-project hours on this tab
- In Workflow Actions select the workflow action to take. This action activates Action Details. Your selections are:
- Save as Draft — This selection sends the record to the Save as Draft step and generates a new task in your Company Workspace Tasks log. It also saves the Timesheet record in your Company Workspace Collaboration > Drafts log.
- Submit — This selection sends the timesheet record to the Review step.
- In Action Details, select who should receive the record on the next step.
- To... is preassigned.
- (Optional) Click Cc. to copy someone on the Timesheets record. The User/Groups picker opens that shows a list of available record recipients.
- Select the user or group who will receive a copy of the record on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the name or group appears in the Cc field. Upon sending, the record will appear in the recipient's Company Workspace Notifications log.
- Click Send to either send the Timesheet to the Review step or to the Save as Draft step.
Upper Form
In this field | Do this |
|---|---|
General block | |
Record Number | This is a read-only field that Unifier populates when you click Send. |
Title* | This is a required field - Enter a name for the record. |
Summary Average Shown |
|
Week Of* | This is a required field. Use the calendar icon to select the date. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you send the record to the next step. |
Due Date | Unifier pre-populates the date from the workflow setup. |
Status | This read-only field is blank while on the Creation step. The status will change when the task is accepted on the next step in the workflow. |
Employee Info block | |
Employee* | This is a required field. Select the employee's name using the drop-down menu. |
Name | This information is auto-populated from the employee's user profile. |
Department | This information is auto-populated from the employee's user profile. |
Regular hours | This information is auto-populated from the employee's user profile. You can overwrite this entry if desired. |
Employee ID | This information is auto-populated from the employee's user profile. |
Title | This information is auto-populated from the employee's user profile. |
Manager | This information is auto-populated from the employee's user profile. |
Summary Project Hours block | |
Monday | This value is auto-populated from the Project Hours tab. |
Tuesday | This value is auto-populated from the Project Hours tab. |
Wednesday | This value is auto-populated from the Project Hours tab. |
Thursday | This value is auto-populated from the Project Hours tab. |
Friday | This value is auto-populated from the Project Hours tab. |
Saturday | This value is auto-populated from the Project Hours tab. |
Sunday | This value is auto-populated from the Project Hours tab. |
Total Project Hours | This value is auto-populated from the Project Hours tab. |
Summary Non Project Hours block | |
Monday | This value is auto-populated from the Non Project Hours tab. |
Tuesday | This value is auto-populated from the Non Project Hours tab. |
Wednesday | This value is auto-populated from the Non Project Hours tab. |
Thursday | This value is auto-populated from the Non Project Hours tab. |
Friday | This value is auto-populated from the Non Project Hours tab. |
Saturday | This value is auto-populated from the Non Project Hours tab. |
Sunday | This value is auto-populated from the Non Project Hours tab. |
Total Non-Project Hours | This value is auto-populated from the Non Project Hours tab. |
Summary Hours block | |
Total Hours | This value is calculated and then auto-populated from the Project Hours + Non Project Hours tabs. |
Total Overtime Hours | This value is calculated and then auto-populated from the Project Hours + Non Project Hours tabs. |
Item Logs
Line Items Tab
In this field | Do this |
|---|---|
Project Hours tab | |
Project* | This is a required field - Enter the name of the project. |
Short Description* | This is a required field - Enter a brief description for the project. |
Week Of | Select a date using the date picker. |
Monday | Enter your hours for the day. |
Tuesday | Enter your hours for the day. |
Wednesday | Enter your hours for the day. |
Thursday | Enter your hours for the day. |
Friday | Enter your hours for the day. |
Saturday | Enter your hours for the day. |
Sunday | Enter your hours for the day. |
Total Project Hours | Unifier automatically calculates the number of project hours. |
Non Project Hours tab | |
Short Description* | This is a required field - Enter a brief description for the project. |
P6 Cost | Enter the currency amount. |
Earned Amount | Enter the Earned Amount |
Total Costs | Unifier automatically calculates the total costs using the formula (Earned Amount - P6 Cost) |
Total Regular Hours | Enter the total regular hours. |
Total Overtime Hours | Enter the overtime hours. |
Total Hours | Unifier automatically calculates the total hours using the formula (Total Regular Hours + Total Overtime Hours) |
Days Away from Work | Enter the number of days away from work. |
Days | Enter the number of days worked. |
Week Of | Select a date using the date picker. |
Monday | Enter your hours for the day. |
Tuesday | Enter your hours for the day. |
Wednesday | Enter your hours for the day. |
Thursday | Enter your hours for the day. |
Friday | Enter your hours for the day. |
Saturday | Enter your hours for the day. |
Sunday | Enter your hours for the day. |
Total Non Project Hours | Unifier automatically calculates the total of non-project hours. |