Here is a description of the fields and buttons on a timecardA mechanism for logging time against a project or an assignment..
Key: R – Read-only; * – Mandatory field, The number indicates the number of characters that are allowed in this text field, where appropriate.
| Field | Description | ||
|---|---|---|---|
| Admin Global Edit | Select to make the changes global. This includes changes to the timecard's projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., resourceA contact that works on a project., currency, and date regardless of whether Include in Financials is selected. To use this option, set Actuals Calculation Mode to Scheduled. | ||
| Approved | Indicates whether the timecard is approved. | ||
| Approver | The current approver for the timecard. | ||
| Assignment | Assignment Name to which the timecard belongs. | ||
| Currency | * | The currency that the milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. is charged in. | |
| Disable Approval Auto Submit | Indicates whether submission for approval is skipped when the Submitted checkbox is selected. Depending on the approval process your administrator has chosen, this checkbox might be selected when you submit a timecard for approval. This prevents re-submission to the approval process when the timecard is already submitted for approval. | ||
| End Date | End date for the week that the timecard covers. | ||
| Exclude from Daily Maximum | Indicates whether the timecard is excluded from the maximum number of hours set in the max-resource-hours-per-day configuration option that can be entered per day for a resource. See "Max Resource Hours Per Day". | ||
| External Resource | Indicates whether the resource is an employee of the company or an external contractor. Select this option to roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. the timecard hours into Billable Hours External. Deselect this option to roll-up the timecard hours into Billable Hours Internal. | ||
| Include in Financials | Indicates whether the timecard is to be included in the financial roll-ups to the project and RPGAbbreviation of region, practice, group.s. | ||
| Milestone | Milestone to which the timecard applies. | ||
| Owner | R | Timecard owner. | |
| Project | * | Project that the timecard applies to. | |
| Project Methodology | The current step in the project methodologyThe methodology used on the project. When completing a timecard you can select the methodology record to which the time applies depending on the configuration your administrator has set.. | ||
| Project Phase | The state of the project to which the time is to be booked. | ||
| Resource | * | Resource that the timecard applies to. | |
| Start Date | Start date for the week that the timecard covers. | ||
| Status | The current status of the timecard. | ||
| Submitted | Whether the timecard has been submitted for approval. | ||
| Time Credited | Indicates whether timecard hours are added to utilization calculations. | ||
| Time Excluded | Indicates whether timecard hours are subtracted from utilization calculations. | ||
| Timecard ID | R | The unique identifier for the timecard. |
| Field | Description | ||
|---|---|---|---|
| Bill Rate | The hourly or daily rate billed for the resource. | ||
| Cost Rate | The hourly or daily cost rate incurred for the resource. | ||
| Cost Rate Amount | The hourly or daily costs incurred for the resource. | ||
| Project Exchange Rate | Project (Bill Rate) Exchange Rate, relative to Corporate Currency, calculated on End Date of the timecard. | ||
| Cost Rate Exchange Rate | Cost Rate Exchange Rate, relative to Corporate Currency, calculated on End Date of timecard. | ||
| Bill Rate Defaulted from Milestone | Indicates whether the Bill Rate is copied from the milestone associated with the timecard. | ||
| Bill Rate is Daily Rate | Indicates whether the Bill Rate is an hourly rate or a daily rate. | ||
| Cost Rate is Daily Rate | Indicates whether the Cost Rate is an hourly rate or a daily rate. | ||
| Billable | Indicates whether the hours on the timecard can be charged to a customer. | ||
| Exclude from Billing | Indicates whether the Exclude from Billing checkbox on the child timecard splits should be selected. Selecting the checkbox has the same effect as billing hold, but is a permanent exclusion from billing generation. | ||
| Billed | Indicates whether the timecard has been charged to the project or customer. | ||
| Invoiced | Indicates whether the customer has been invoiced. |
| Field | Description | ||
|---|---|---|---|
| Daily Hours |
Hours for each day of the timecard. |
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| Daily Notes | Daily notes for the timecard line. PSA records when assignment daily notes are created, deleted or modified and the person that made the change. The information is recorded in the Last Modified Date/Time and Last Modified By data on the assignment. If you have permissions to do so, this allows you to create workflows that provide email notifications when users enter assignment daily notes or modify them. | ||
| Total Hours | Total hours for the timecard line. | ||
| Timecard Notes | Weekly notes for the timecard line. | ||
| Audit Notes | Audit Notes for the timecard line. | ||
| Total Days Worked | Total number of days worked based on the number of hours entered on each day of the timecard. This number is used to calculate daily bill rates and daily cost rates. |
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| Estimated Time to Completion | Estimated time to completion. | ||
| Additional Notes | Contains the content from the combined daily notes fields when similar timecards are combined and the combined daily notes would exceed the limit of the daily notes fields. # indicates where daily notes fields have been combined. |
On the Hours and Notes fields you can change the Hours, Notes and Estimated Time to Completion. In addition, you can information to the Timecard and Audit Notes fields.
On the location and travel fields you can specify whether each day involved travel and the location.
On the Region/Practice /Group Overrides fields you can change the RPGAbbreviation of region, practice, group. that revenue or cost transactions roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to.
The Hours To Days Rule (Assignment) and Hours To Days Rule (Project) are for system use only and are not to be included on any page layouts.
| Button | Description |
|---|---|
| Save | Save Admin changes to the timecard. |
| Save & New | Save Admin changes to the timecard and returns to the Timecard Entry page. |
Concept Information
About Time Against Project Tasks
Related Tasks
Approving and Rejecting Timecards
Entering and Submitting Timecards