Entering Time and Details on Time Reports

Page Name	Definition Name	Usage
Time Report Summary Page	TE_TIME_LINES	Add, modify, or view project hours and personal hours for a time report.
Project Time Details Page	TE_TIME_DTL	Add, modify, or review project ChartField defaults for a time report.

Use the Time Report Summary page (TE_TIME_LINES) to add, modify, or view project and personal hours for a time report.

Navigation:

Travel and Expenses > Travel and Expense Center > Time Report > Create/Modify

Employee Self-Service > Employee Travel and Exp Center > Time Reports > Create/Modify (if your default creation method is Open a Blank Report). Click the Continue button on the General Time Report Information page.

Employee Self-Service > Employee Travel and Exp Center > Time Reports > Modify a Time Report

Note: For a weekly time reporting frequency, the system displays all days on a single page. For other frequencies, you must scroll through the pages by using the left or right arrows.

Field or Control	Description
Time Report ID and Status	The system automatically assigns these values when you save a time report for the first time. If you do not save the time report, the system does not display these fields.

Project Time Tab

You define PeopleSoft Project Costing business units, project IDs and activity IDs in PeopleSoft Project Costing. You also define whether entry of PeopleSoft Project Costing business unit, Project ID, and Activity ID on time reports is required or optional.

Note: Before you close or inactivate a project ID or activity ID, it is recommended that you verify that there are no pending transactions associated with those project IDs or activity IDs.

Field or Control	Description
	Click the Details icon to access the Project Time Details Page to view or modify general ledger ChartFields, and location defaults for a time report. Note: This button is not available if the Distributions option on the employee privilege template for the time report transaction is set to Hide.
PC BU (project costing business unit)	Select a business unit to report time for a project.
Project	Select a project for which you want to record time. You create projects in PeopleSoft Project Costing.
Activity	Select a project activity for which you want to record time. You create activities in PeopleSoft Project Costing.
Project Related Hours	Enter hours for each project on the applicable dates.
Total	Displays the total number of hours entered on the time report.
Remaining Work	Displays the calculated difference between the remaining work totals from PeopleSoft Project Costing and the hours entered into the daily totals on the time report. Note: PeopleSoft Expenses displays this field only if you installed PeopleSoft Program Management and selected the Allow Entry of Estimate to Complete check box on the Expenses Definition – Business Unit 2 page.
New Estimate	Enter a new estimated time to complete the project or activity. Note: PeopleSoft Expenses displays this field only if you installed PeopleSoft Program Management and selected the Allow Entry of Estimate to Complete check box on the Expenses Definition – Business Unit 2 page.

Status and Issues Tab

This tab is available if PeopleSoft Program Management is installed. The status and issues links are available to transfer you into PeopleSoft Program Management to report project status and manage project issues.

Field or Control	Description
Status and Issues	Click to access the Status Report Entry component (PC_SR_ENTRY) and Issue Management Issue Detail component (PC_IM_ISSUE) in PeopleSoft Program Management where you can report project or activity status and manage project issues.
Reset to User Defaults	Click for the system to clear project hours and replace the PC BU, Project, and Activity ID fields with the information from the user default table. This button is not available to approvers or project managers.
Update Totals	Select to update and verify the totals for project and policy time. The system hides this button when the page is in a display-only mode. This button is available to project managers but not available to approvers.
Description	Enter hours to charge to nonproject time according to the mapped time report codes, such as floating holidays, contract holidays, illness, vacation, and so forth.
Save for Later and Submit for Approval	You can save the time report or submit it for approval based on the following rules: If you do not enter hours in either grid and no prior period adjustments are associated with the time report, you can save the time report but you cannot submit it for approval. If you do not enter any hours but prior period adjustments are associated with the time report, then the system allows you to submit the report. If you enter hours in the project hours grid and there are project rows with no hours, the system displays a warning message that those project rows are deleted if you submit the time report for approval.
Submit for Partial Month	Select to submit the time report for end of month processing, even if there are days remaining in the time reporting period. For non-semimonthly time reporting, the end of a month may not fall at the end of an employee's workweek. If your organization requires billing at the end of the month, employees can submit their time up to the end of the month and then submit another time report with the remaining hours for the time period. Note: Employees cannot submit another time report with the remaining hours for the time period until the partial time report is approved and posted.
General Report Information	Click to access the General Time Report Information Page to view the general information about the time report.

Pending Actions

PeopleSoft Expenses displays this section after you submit the time report.

Field or Control	Description
Profile and Name	Displays the names of the approvers and their roles.
Action	Displays the pending actions in the time report approval process.
Date/Time	Displays the date and time on which the approval status was assigned.

Action History

PeopleSoft Expenses displays this section after you submit the time report.

Field or Control	Description
Profile and Name	Displays the name of the originator, approver, and their role.
Action	Displays the completed steps in the time report approval process.
Date/Time	Displays the date and time on which the approval status was assigned.

Time Report Revisions

If multiple revisions are made to a time report, the system takes the Project ChartField, General Ledger ChartField, and time values from the previous version. In addition, if multiple time lines are created for a revision, the General Ledger business unit must be the same.

Use the Project Time Details page (TE_TIME_DTL) to add, modify, or review project ChartField defaults for a time report.

Navigation:

Employee Self-Service > Travel and Expense Center > Time Reports > Create/Modify (if your default creation method is Open a Blank Report). Click the Continue button on the General Time Report Information page. Click the Details button under the Project Time tab on the Time Report Summary page.

Create Time Report - Project Time Details page

If you are using employee privilege templates, access to this page is dependant on the value in the Distributions field, and access to these fields is dependant on the value in the GL ChartFields and PC ChartFields fields for the time report transaction.

For more information about employee privilege templates:

See Maintaining Employee Privilege Templates.

Projects ChartFields

If you install PeopleSoft Project Costing, the system displays the PC Bus Unit (project costing business unit), Project, Activity, Source Type, Category, and SubCat (subcategory) fields where you can add or modify information.

Note: You define if the PC business unit, project, and activity are required or optional for PeopleSoft Project Costing on the Projects Options page.

If PeopleSoft Project Costing is not installed, the system displays the PC Bus Unit, Project, and Activity fields where you can add or modify information.

General Ledger ChartFields

Add or modify general ledger ChartField information.

Field or Control	Description
GL Business Unit	Select a General Ledger business unit. This field is open only when a time report is an adjustment or revision. This field cannot be changed for new time reports. Note: When this field is open, only the General Ledger business unit for which you are part of, as well as the current business unit per your employee profile, are available to choose.

Location

Field or Control	Description
Locality	This is a geographic area that your organization defines for reporting purposes. You can use this field to describe tax requirements that are local to the area.