Timesheet Business Process
On approval, the Timesheet business process automatically creates Timesheet records at the company level.
Characteristics
This is an Organization-level business process with a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Approved | terminal |
| Canceled | terminal |
| Rejected | terminal |
| Awaiting_Review | non-terminal |
| Pending_Approval | non-terminal |
| Sent_for_Revision | non-terminal |
Workflow
The default workflow for the 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 Timesheet business process might create the following business processes: Project Timesheet
The Timesheet business process might be created by the following business processes: Not applicable
Creating a Timesheet Record
Create a Timesheet record by navigating to Project Management / Timesheet on the Organization tab, or from the Tasks log on the Organization or Home tab. Act on an existing Timesheet task that has been assigned to you from the Tasks log.
Complete the Timesheet form and attach related documents, if needed. After completing the form, select Send, and select an action in the Workflow Actions list to determine the next step in the workflow. Select 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.- Go to your Organization tab, and switch to User mode.
- In the left Navigator, select Project Management, and then select Timesheet.
- On the Timesheet page, select Create. Refer to the tables below to complete the form. You can select Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Send.
- On the Workflow Action Details tab, select who should receive this BP.
- If permitted, you can add users to the CC list. These users will receive a notification about this BP but are not assigned a task.
- If permitted, you can select lists of members in the Contact List section. These members also receive a notification about this BP 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.
- Select Send.
- In the Notification window, review the content, and select OK.
The record moves to the next step in the workflow.
Completing the Timesheet Form
Key Information
Key Information about this 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 selected the resource |
| Period Start | Required | Starting Monday for the period of this 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. |
Description
This information might appear in any formal printouts of this 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 Summary
Summary of the hours entered on the project and non-project tabs
| Field Name | Access | Description |
|---|---|---|
| Total Project Hours | Read-Only | Total Project Hours, from the Project Hours tab |
| Total Non-Project Hours | Read-Only | Total Non-Project Hours, from the Non-Project Hours tab |
| Total Hours | Read-Only | Total Hours from all tabs |
Hours Details
Breakdown of the hours entered on the project and non-project tabs
| Field Name | Access | Description |
|---|---|---|
| Monday Date | Read-Only | Monday's date, based on the Period Start |
| Monday Project Hours | Read-Only | Total Monday Project Hours, from the Project Hours tab |
| Monday Non-Project Hours | Read-Only | Total Monday Non-Project Hours, from the Non-Project Hours tab |
| Monday Total Hours | Read-Only | Total Monday Hours, from all tabs |
| Tuesday Date | Read-Only | Tuesday's date, based on the Period Start |
| Tuesday Project Hours | Read-Only | Total Tuesday Project Hours, from the Project Hours tab |
| Tuesday Non-Project Hours | Read-Only | Total Tuesday Non-Project Hours, from the Non-Project Hours tab |
| Tuesday Total Hours | Read-Only | Total Tuesday Hours, from all tabs |
| Wednesday Date | Read-Only | Wednesday's date, based on the Period Start |
| Wednesday Project Hours | Read-Only | Total Wednesday Project Hours, from the Project Hours tab |
| Wednesday Non-Project Hours | Read-Only | Total Wednesday Non-Project Hours, from the Non-Project Hours tab |
| Wednesday Total Hours | Read-Only | Total Wednesday Hours, from all tabs |
| Thursday Date | Read-Only | Thursday's date, based on the Period Start |
| Thursday Project Hours | Read-Only | Total Thursday Project Hours, from the Project Hours tab |
| Thursday Non-Project Hours | Read-Only | Total Thursday Non-Project Hours, from the Non-Project Hours tab |
| Thursday Total Hours | Read-Only | Total Thursday Hours, from all tabs |
| Friday Date | Read-Only | Friday's date, based on the Period Start |
| Friday Project Hours | Read-Only | Total Friday Project Hours, from the Project Hours tab |
| Friday Non-Project Hours | Read-Only | Total Friday Non-Project Hours, from the Non-Project Hours tab |
| Friday Total Hours | Read-Only | Total Friday Hours, from all tabs |
| Saturday Date | Read-Only | Saturday's date, based on the Period Start |
| Saturday Project Hours | Read-Only | Total Saturday Project Hours, from the Project Hours tab |
| Saturday Non-Project Hours | Read-Only | Total Saturday Non-Project Hours, from the Non-Project Hours tab |
| Saturday Total Hours | Read-Only | Total Saturday Hours, from all tabs |
| Sunday Date | Read-Only | Sunday's date, based on the Period Start |
| Sunday Project Hours | Read-Only | Total Sunday Project Hours, from the Project Hours tab |
| Sunday Non-Project Hours | Read-Only | Total Sunday Non-Project Hours, from the Non-Project Hours tab |
| Sunday Total Hours | Read-Only | Total Sunday Hours, from all tabs |
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 |
| 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. |
Currency
If the currency of this 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 |
|---|---|---|
| Project | Required | Select a project. |
| 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 |
| 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 |
Description
Description of the project hours worked
| Field Name | Access | Description |
|---|---|---|
| Short Description | Editable | Enter a description of 250 characters or fewer. |
Completing the Non-Project Hours tab
General
| Field Name | Access | Description |
|---|---|---|
| Time Category | Required | Used to categorize non-project hours |
| Monday Non-Project Hours | Editable | Total Monday Non-Project Hours, from the Non-Project Hours tab |
| Tuesday Non-Project Hours | Editable | Total Tuesday Non-Project Hours, from the Non-Project Hours tab |
| Wednesday Non-Project Hours | Editable | Total Wednesday Non-Project Hours, from the Non-Project Hours tab |
| Thursday Non-Project Hours | Editable | Total Thursday Non-Project Hours, from the Non-Project Hours tab |
| Friday Non-Project Hours | Editable | Total Friday Non-Project Hours, from the Non-Project Hours tab |
| Saturday Non-Project Hours | Editable | Total Saturday Non-Project Hours, from the Non-Project Hours tab |
| Sunday Non-Project Hours | Editable | Total Sunday Non-Project Hours, from the Non-Project Hours tab |
| Total Non-Project Hours | Read-Only | Total Non-Project Hours for this line item |
Description
Description of the non-project hours worked
| Field Name | Access | Description |
|---|---|---|
| Short Description | Editable | Enter a description of 250 characters or fewer. |