Timesheet Tracking Portlet
The Timesheet Tracking portlet lets you track weekly timesheets of your project resources and determine the resource capacity. The portlet also helps identify what action is required related to the status of timesheets.
The following screenshot shows the Timesheet portlet with the columns included in the table:
The system includes all timesheets associated to the project, and with dates that fall on or after the project’s start date.
The Timesheet Tracking portlet displays the following information:
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Risk – This field shows the risk status related to the number of timesheets that are not submitted and with pending approval.
Risk
Color
Timesheet Not Filled
Timesheet Not Approved
High
Red
3 or more
3 or more
Medium
Amber
2
2
Low
Green
1
1
None
Gray
0
0
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Name – This field shows the name of each project resource. Clicking the resource name takes you to the corresponding employee or vendor record.
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Role – This field shows the designation of each project resource.
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Not Filled – This field shows the number of weekly timesheets that the resource has not submitted, and timesheets with approval status of Open and Rejected.
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Not Approved – This field shows the number of weekly timesheets with a status of Pending Approval
There are two types of approval settings for time records:
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If you check the Require Approvals on Time Records box on the Accounting Preferences page, the employees’ time transactions require approval from supervisors. If you don't check this, time transactions can be billed to customers or included in the payroll run without the approval of a supervisor.
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If you also check the Advanced Approvals on Time Records box, the Supervisor Approval field on time entries and the weekly time sheet is replaced by an Approval Status field. This field is editable by supervisors, administrators, and time approvers. This field enables you to set the status of time entries to Open, Pending Approval, Approved, or Rejected.
Preferences can be set at Setup > Accounting > Preferences > Accounting Preferences Setup > Accounting > Preferences > Accounting Preferences. For more information about Time Tracking preferences, see Time & Expenses Accounting Preferences.
The following table shows how the approval settings affect the timesheet status:
|
Require Approvals on Time Records |
Advanced Approvals on Time Records |
Timesheet Status |
|---|---|---|
|
Disabled |
Disabled |
The timesheet status is automatically set to Approved. |
|
Enabled |
Disabled |
The timesheet status is set to either Pending Approval or Approved. |
|
Enabled |
Enabled |
The timesheet status can be set to one of the following approval statuses:
|
Read the following help topics to learn more about time tracking: