Project Timesheet Business Process

Use the Project Timesheet business process to track internal employee timesheet costs against a project. These records might be created automatically from the organization-level Timesheet business process.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Approved

terminal status

Canceled

terminal status

Rejected

terminal status

Awaiting_Review

non-terminal status

Pending_Approval

non-terminal status

Sent_for_Revision

non-terminal status

Workflow

The default workflow for the Project Timesheet business process is set up in a certain way; however, your organization might use it differently. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Related Processes

The Project Timesheet business process might create the following business processes: Not applicable

The Project Timesheet business process might be created by the following business processes: Timesheet

Creating a Project Timesheet Record

Create a Project Timesheet record by navigating to Project Management / Project Timesheet on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Project Timesheet task that has been assigned to you from the Tasks log.

Complete the Project Timesheet form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Project Management, and then select Project Timesheet.
  3. On the Project Timesheet page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Project Timesheet.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Project Timesheet but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Project Timesheet Form

Key Information

Key Information about this Project Timesheet record.

Field Name

Access

Description

Resource

Required

Defaults to the name of the current signed-in user; however, another authorized user's name can be specified.

Resource ID

Read-Only

The ID of the selected resource

Period Start

Required

Starting Monday for the period of this Project Timesheet

Title

Read-Only

Title of the record

Role

Required

The system automatically populates this field with the role associated with the selected resource.

Manager

Read-Only

The system automatically populates this field with the name of the manager associated with the selected resource.

Amount

Read-Only

Amount of this record or line item

Description

This information might appear in any formal printouts of this Project Timesheet.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded. The business processes selected for auto-creation will copy this detailed description to the destination business process.

Hours Details

Breakdown of the hours entered on the Project Hours tab.

Field Name

Access

Description

Monday Date

Read-Only

Monday's date, based on the Period Start

Monday Total Hours

Read-Only

Total Monday Hours, from all tabs

Tuesday Date

Read-Only

Tuesday's date, based on the Period Start

Tuesday Total Hours

Read-Only

Total Tuesday Hours, from all tabs

Wednesday Date

Read-Only

Wednesday's date, based on the Period Start

Wednesday Total Hours

Read-Only

Total Wednesday Hours, from all tabs

Thursday Date

Read-Only

Thursday's date, based on the Period Start

Thursday Total Hours

Read-Only

Total Thursday Hours, from all tabs

Friday Date

Read-Only

Friday's date, based on the Period Start

Friday Total Hours

Read-Only

Total Friday Hours, from all tabs

Saturday Date

Read-Only

Saturday's date, based on the Period Start

Saturday Total Hours

Read-Only

Total Saturday Hours, from all tabs

Sunday Date

Read-Only

Sunday's date, based on the Period Start

Sunday Total Hours

Read-Only

Total Sunday Hours, from all tabs

Total Project Hours

Read-Only

Total Project Hours, from the Project Hours tab

Record Information

System information about this record.

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Record Last Update Date

Read-Only

Date that the record was last updated

Creation Date

Read-Only

Date that the record was created

Project Number

Read-Only

Unique Project Number

Project Name

Read-Only

Name of the project

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Additional Information

The Project Timesheet Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Timesheet Date Picker UDF 1

Disabled

Reserved for future use by your organization

Timesheet Date Picker UDF 2

Disabled

Reserved for future use by your organization

Timesheet Decimal UDF 1

Disabled

Reserved for future use by your organization

Timesheet Decimal UDF 2

Disabled

Reserved for future use by your organization

Timesheet Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Timesheet Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Timesheet Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Timesheet Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Timesheet Picker UDF 1

Disabled

Reserved for future use by your organization

Timesheet Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Project Timesheet Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Timesheet Text 255 UDF 1

Disabled

Reserved for future use by your organization

Timesheet Text 255 UDF 2

Disabled

Reserved for future use by your organization

Timesheet Text 255 UDF 3

Disabled

Reserved for future use by your organization

Timesheet Text 255 UDF 4

Disabled

Reserved for future use by your organization

Timesheet Long Text UDF 1

Disabled

Reserved for future use by your organization

Timesheet Long Text UDF 2

Disabled

Reserved for future use by your organization

Currency

If the currency of this Project Timesheet is different from the base currency, specify it here.

Field Name

Access

Description

Transaction Currency

Editable

If there are multiple currencies defined, use this field to specify a currency other than the project currency.

Rate in Project Currency

Read-Only

Exchange rate that will be used to calculate the Project Currency Amount. This will be set after the record is saved, submitted, or sent forward in the workflow. After it is set for a record, it cannot be changed.

Project Currency Amount

Read-Only

This field shows the amount of the transaction, according to the project currency.

Completing the Project Hours tab

General

Field Name

Access

Description

Monday Project Hours

Editable

Total Monday Project Hours, from the Project Hours tab

Tuesday Project Hours

Editable

Total Tuesday Project Hours, from the Project Hours tab

Wednesday Project Hours

Editable

Total Wednesday Project Hours, from the Project Hours tab

Thursday Project Hours

Editable

Total Thursday Project Hours, from the Project Hours tab

Friday Project Hours

Editable

Total Friday Project Hours, from the Project Hours tab

Saturday Project Hours

Editable

Total Saturday Project Hours, from the Project Hours tab

Sunday Project Hours

Editable

Total Sunday Project Hours, from the Project Hours tab

Total Project Hours

Read-Only

Total Project Hours for this line item

Cost Information

Cost information for this Project Timesheet.

Field Name

Access

Description

Role

Required

Role (ID and Name) for this timesheet

Use Overtime Rate

Editable

Select this checkbox to use the overtime rate for the role instead of the standard rate.

Cost Code

Required

Select the correct Timesheet cost code for your organization.

Code Name

Read-Only

Name that corresponds to the selected cost code

Standard Rate

Read-Only

Standard rate for the Role

Overtime Rate

Read-Only

Overtime rate for the Role

Amount

Read-Only

Amount of this record or line item

Effective Date

Required

The Effective Date should match the Period Start date from the main form. If you update the Period Start, ensure you also update this date.

Description

Description of the project hours worked.

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.



Last Published Monday, April 14, 2025