here
to view full listing of where and how Time can be entered.
|
The Timesheet module provides the ability to add and modify individual employee timesheets using various features and options. Time may be entered daily in a format by week or day using a template, your current task list, or by copying from other timesheets. Time is posted to projects immediately and can be compared to budget or project estimates in real time.
Time can
be accessed from various areas within Webvantage such as from the Employee
Menu (Timesheet Module), Click here
to view full listing of where and how Time can be entered.
Supervisor Approval can be enabled (setup is located in Advantage Maintenance) to require their employees to submit their timesheets to their supervisor for approval. Supervisor approval comments can be viewed from their timesheet.
If the Missing Time Service is enabled, employees and supervisors will be alerted when time is missing, based on settings established. Click here to view the Missing Time Service User Guide.
The Unity Menu is available in the Timesheet by right clicking in the grid. The Timesheet record that is selected must be at the job/component level.
From the Main Menu, select the Employee module and then select Timesheet. The initial view defaults to the time sheet for the individual for the current week. Any time that has been already entered for the current week is displayed. Use the vertical scroll bar to review all timesheet rows. The header toolbar will remain locked during scrolling to allow all of the header options to remain visible. Scroll to the bottom of the timesheet to view the daily totals or click on the Day view to see the totals for each Day in the header.
Employee Code
- The Employee will default to the user signed in. To change
the Employee, click in the Employee Name and select from the pop up
list. Security
setup applies.
There are three methods that can be used to quickly search for an employee:
Click on the Employee Search icon and double click on the Employee image/name
In the search box, begin typing the employee's first or last name and once located, tab twice and press enter or click the Select button
Click on the Employee Search icon, highlight the specific employee and click the Select button.
Day/Week - Select to view the Timesheet by day or by week by clicking on Day or Week. Keyboard shortcuts can also be used: Shift + d to switch to day view or Shift + w to switch to week view.
Week of - The Week of will default to the current system week. To change the view to another week, enter the date in the field or select a date from the Calendar widget.
To maneuver by week, click on Go to Previous icon (<), Go to Today icon (star) or Go to Next icon (>) or use keyboard shortcuts: Shift + Right Arrow to go to the next week, Shift + Up or Down Arrow to go to the current week or Shift + Left Arrow to go to the previous week. If viewing by single day, using the Previous/Next arrows, the navigation will move through the days of the currently selected week.
Search - To locate a time record for the time currently displaying, enter search criteria in the Search field. All records containing the search criteria will be displayed. The up/down arrow keys on the keyboard can be used to locate and select specific records after inputting search text.
Sort - Select a sort option from the dropdown. The last selected sort option chosen by the user will be saved after logging out/into Webvantage.
Sort options:
Client ascending: Client Name ascending, Job Number descending, Job Component number ascending
Client descending: Client Name descending, Job Number descending, Job Component number ascending
Job ascending: Job Number ascending, Job Component ascending
Job Number descending, Job Component number ascending
Grouping - Select a grouping option from the dropdown. The last selected sort option chosen by the user will be saved after logging out/into Webvantage. Click on the Group Header line to collapse or expand the timesheet rows for each group.
Grouping options:
Client
Client/Division
Client/Division/Product
Client/Job
Client/Division/Job
Client/Division/Product/Job
Productive and Non Productive time can be added
directly to the Timesheet multiple ways from the Timesheet application.
Click here
to view full listing of where and how Time can be entered.
Add New - To add a new timesheet record, click on the Add New + icon.
Client - when selected, will display the list of active Clients (client name followed by client code). The list is sorted by client name.
Division and Product - will be filtered for the specific client selected and display the name followed by the code.
Job - Select the Job/Component number from the dropdown.
Assignment - Manually enter the assignment number and/or select the Assignment from the dropdown. The Assignment field can be set to required in Maintenance/Project Management/Agency Timesheet Settings.
Date - The Date will default to the current system date. To change the Date, manually enter the date or use the Calendar widget.
Function - Manually enter the Function and/or select the Function from the dropdown. Function name displays followed by the function code in parentheses. Function can be searched by name or code.
Category - To add Non-Productive time (time not associated with a Job/Job componenet, do not select a Job. Click on the Category dropdown and select from the list of indirect time categories.
Comments - Enter a comment for the Timesheet record. Comments can be set to required in Advantage - Maintenance/General/Agency/Timesheet Options.
Hours - Enter the number of hours for the Timesheet record. Maximum time allowed is 24 hours.
Save to Template - Check the box to save the entry as a time template item that can be quickly reused from the Copy From feature. Both the row and the hours will be added to the template.
Click the Save button or use the keyboard shortcut Alt + Shift + Enter to save entries or changes to the timesheet. Use the Cancel button to disregard.
Stopwatch - Time can be added using the Stopwatch feature that will calculate the start time of the task through the end time of the task. This will assist in tracking the amount of time for the current task that is being worked on (real time tracking).
The Stopwatch option is available on the Add Time popup only when no hours are entered in the Hours input box.
To start the Stopwatch, click the Start Stopwatch button.
If a Stopwatch is already running for a task and a Stopwatch for another task is activated, a message will display: There is a stopwatch already running. Stop it and start a new stopwatch? Click Ok to start a new stopwatch. The system will compute the time and add it to the initial task and then will start computing the time for the new task. Use the Cancel button to disregard.
Once the Stopwatch has been started, on the main screen, a Open Stopwatch button and a Stop Stopwatch button will appear.
Open Stopwatch - Click this button to view Stopwatch detail.
Indicates how long the Stopwatch has been running.
Indicates the Function.
Displays comment for the Stopwatch. The comment can be modified.
Cancel Stopwatch - To disregard the Stopwatch, click the Cancel Stopwatch button. Any time accumulated will not be saved but a row is entered onto the timesheet with 0.00 time, where it may be edited manually.
Stopping Stopwatch
View Entry - To view the Stopwatch details, click the View Entry button.
The Edit Time popup will display.
Productive Time will display the Job, Assignment, Date, Function, Comments and Hours. Comments and Hours can be modified and Saved.
Non-Productive Time will display the Date, Category, Comments and Hours. Comments and Hours can be modified and Saved.
Stop Stopwatch - Click this button to stop the Stopwatch.
The Stopwatch shows hours, minutes and seconds. The timesheet grid shows the time in decimal parts of an hour.
Example:
A stopwatch is stopped with 51 minutes and 6 seconds.
51.1 minutes divided by 60 (60 minutes in an hour) = .8516666666.
The time entered for that task would be .85.
The Agency Timesheet Settings application controls the minimum time required (minutes) and can automatically round time up to a specified increment of time as 10 or 15 minutes. If no minimum time is setup, the Stopwatch will only record time that reaches a minimum of .03 (1.80 minutes) and a maximum of 24 hours. In any case, time entries recorded using the Stopwatch may be edited.
Use the Agency Timesheet Settings application setup in Advantage or Webvantage | Maintenance | Agency Timesheet Settings.
| IMPORTANT:
Closed
Posting Periods: If
the date selected falls within a General Ledger posting period
that is closed AND
the
Agency option called Check
for Closed Posting Periods
is
activated, a message is displayed stating
This Posting Period is Closed then after
the Refresh button
is selected the Save
and Add New buttons
will not be available. This feature is in place to prevent posting
time where the General Ledger posting period has been closed. If the date selected falls within a General Ledger posting period that is closed and the Agency option Check for Closed Posting Periods is answered No, time can be entered for any of those days in the week regardless if the period has been closed or not. |
Adding / Editing time for certain functions can be restricted to Job/Component that only have an approved Estimate. This feature will prevent employees from adding / saving hours when the hours will cause the total hours posted to exceed the hours on the approved estimate quote for that function (not by employee). This option applies only to Productive Time.
The following must be setup in order to use the Allow without an Approved Estimate feature:
Advantage | Maintenance | General | Agency - Production Options tab - Estimate Processing / Exceed Options
Webvantage | Job Component - Approved Estimate Required = Yes
Allow without an Approved Estimate - If this option is not checked, the process cannot be completed if there is not an approved estimate attached to the job. If this option is checked, the process will be allowed to take place, even if there is no approved estimate.
Exceed Option - There are three choices:
Yes - Allows the entry to exceed the approved estimate. (Default)
No - Does not allow the entry to exceed the approved estimate.
If the Job Component does not have an approved estimate, message will be displayed: Approved estimate required but does not exist.
If the Job Component does have an approved estimate but hours entered exceed the approved estimate amount, only the allowed hours will be entered and a message will be displayed: Warning, your time entry will cause the total hours posted XX.XXX to exceed the approved estimate amount for the function.
Warn - Allows the time to be entered and a message will be displayed: Warning, your time entry will cause the total hours posed XX.XX to exceed the approved estimate amount for the function.
When activated, if the hours for the function being added or modified will exceed the approved estimate hours, a message can be displayed either as a warning that time will exceed approved amount or as a message that the time will not be added / modified. This message is a custom message setup in Agency Maintenance.
If a function is being added that is not included in the Approved Estimate, no message will be received.
Enter or select the Week of: date to edit using the instructions for Viewing a Timesheet. Any changes made to the Timesheet record from the grid must be saved. Click the Save button on the toolbar or use the Cancel button to disregard.
The Options Menu is located to the left of the time record. Click on the Options menu and select:
Details - Select this option to display the Estimate and Schedule Info.
Start stopwatch - Select this option to start the stopwatch for that timesheet record.
Change function - Select this option to change the function of the timesheet record. An Available Functions popup will display. Function name displays followed by the function code in parentheses. Function can be searched by name or code. Select the Function and click the Save button or use the Cancel button to disregard.
Add/change assignment - Select this option to change or add an Assignment to the timesheet record. An Available Assignments popup will display. Select the Assignment and click the Save button or use the Cancel button to disregard.
Delete - Select this option to delete the timesheet record. A message verifying that the record should be deleted displays. Click Ok to delete the timesheet record or use the Cancel button to disregard.
To view an individual day's time entries, click on the Day/Date in the column header. All records for that day are displayed. To view a different day's records, click on that Day/Date. To view the entire week, click on the Week button or click the Totals section, located after the days.
To view the Edit Time record, double click in the Hours input box. The Comments and Hours can be modified. When done, click the Save button or use the Cancel button to disregard.
For those entries that have jobs that have a process control that prohibits editing, a warning message will display on that row.
To edit the hours for existing record:
If the field is available to be edited, an input box will be displayed for each day's hours. Enter the new hours and tab off the field. The change will automatically be saved.
If a component has been closed, the component will be displayed in red.
If hours have been entered for an incorrect job or function, delete the record using the Delete icon and enter a new record.
Editing Restrictions |
|
Some time records may become non-editable / not available to delete. Time entries that meet the following conditions cannot be edited. |
|
Item has been selected for billing. |
|
Item has been billed. |
|
Item is part of an Advance Bill record that is not yet processed. |
|
Item has been adjusted or voided and has multiple entries (summary record). |
|
Items that are contained in a closed posting period (If Agency option is activated). |
|
Jobs or components that have been closed. |
|
Job Component does not have an Approved Estimate when required (set on Job Component / Agency option is activated) |
|
Time sheets (all items on related time sheets) that have either been sent to a supervisor for approval (Pending) or that have been approved by the supervisor (Approved). |
|
Editing Options |
|
New entries may be added to offset or correct existing entries that have become 'not editable' except when the time sheet is (Pending) approval or is (Approved) by the supervisor (optional feature Supervisor Approval must be activated). |
|
Job Component does not have an Approved Estimate when required (set on Job Component / Agency option is activated) |
|
Edit Comments
To view comments for the Time record, a comment box will display next to the hours. Hovering over the comment box displays that the entry has comments. To view the Comment, double click on the Hours to view the Time record. Comments can be edited in this window.
To delete a record, click the options menu at the beginning of the time record and select Delete. A message will display verifying that the record is to be deleted. Click OK to delete or use the Cancel button to disregard. This option is only available when the record is available to be deleted.
When multiple rows are selected, the delete option (red X) will be enabled. A message verifying that the record should be deleted displays. Click Ok to delete the timesheet record or use the Cancel button to disregard. This option is only available when the record is available to be deleted.
Using this copy to feature will copy the Job, Job Component, Function, Category, Department and Hours from a previously entered timesheet, for the current employee, to a selected week. Includes option to copy the entire timesheet to another timesheet. This option is ONLY available if the Agency option Advantage | Maintenance | General | Agency - Timesheet Options tab - Use copy timesheet feature is CHECKED. The Copying From My Projects and My Time Templates are still available regardless if this option is selected or not.
When entering time for another employee, the available timesheets will be for the other employee, not for the employee that is logged into the system.
Exceptions:
Jobs that have been closed will be excluded.
Another employee's time is not available to be copied.
Timesheets cannot be copied to a date within a closed posting period if the date selected falls within a General Ledger posting period that is closed AND the Agency option called 'Check for Closed Posting Periods?' is activated.
From the Employee application menu Select Timesheet. Enter or select the Week of: date for the new time being added using the instructions for Viewing a Timesheet.
Use the Calendar to select the week to apply the time records to. Cannot copy time records to the same week that they are being copied from.
When completed, click the Copy button to copy the timesheet currently being viewed to the week selected in the calendar. Click on the Options menu in each timesheet row to Change Function or Add/Change Assignment.
The records will update and display on the timesheet.
To copy only selected rows to another timesheet:
There are five additional ways to create new timesheet records using existing data.
If any of the data in a timesheet is no longer valid (i.e.: inactive department code), the record will not be copied.
|
Using this copy feature will copy the Job, Job Component, Task, Function Category, and Department from the outstanding project schedule task list for the current employee. The hours are not copied, but must be entered and saved on the new timesheet. Timesheets can not be copied to a date within a closed posting period. Another employee's tasks are not available to be copied.
When entering time for another employee, the available Projects will be of the other employee, not for the employee that is logged into the system.
Select the Copy From button on the toolbar and select Projects to display a list of Projects to be copied from. All tasks which are currently due for this employee will display. Tasks for future dates will not display here until the Start Date of the tasks is prior or equal to today's date. Use the text filter to narrow down the projects.
Locate the task and drag it into the Timesheet.
Enter the hours for the task.
To add comments, double click in the Hours input box to add comments into the Edit Time record.
When done, click the Save button.
Using this copy feature will provide quick access to the 10 most recent assignments accessed by the employee. Once the assignment details page has been opened, the assignment will be displayed in the recent list of assignments.
Select the Copy From button on the toolbar and select My Recent Assignments to display a list of the 10 most recent Assignments to be copied from. The last 10 Assignments accessed by the employee will be displayed.
Locate the Assignment and drag it into the Timesheet.
Enter the hours for the Assignment.
To add comments, double click in the Hours input box to add comments into the Edit Time record.
When done, click the Save button.
Using this copy feature will provide quick access to the 10 most recent jobs accessed from the PMD. Once the job details page has been opened, the job will be displayed in the recent list of jobs.
Select the Copy From button on the toolbar and select My Recent Jobs to display a list of the 10 most recent Jobs to be copied from.
Locate the Job and drag it into the Timesheet.
Enter the hours for the task.
To add comments, double click in the Hours input box to add comments into the Edit Time record.
When done, click the Save button.
Time Template allows for the creation of a pre-defined Job / Component / Function Category / Department / Default Comment and Hours template to be used as a quick way to enter time. This template is handy for repetitive time entries for the same Job, Component and Function / Category. Each employee must setup their own Timesheet Template Record.
To set up or edit Time Templates, click Time Template Options (gear icon).
When entering time for another employee, the available templates will be of the other employee, not for the employee that is logged into the system.
Select the Copy From button on the toolbar and select Time Template to display the Time Templates displaying a list pre-defined Timesheet Template Records.
Locate the Time Template and drag it into the Timesheet.
Enter the hours for the task.
To add comments, double click in the Hours input box to add comments into the Edit Time record.
When done, click the Save button.
The Time Template Options link displays the Copy From Templates Options popup. It displays all Templates. Three icons are displayed in the Toolbar: New (plus sign), Delete (X) and Refresh.
Group by - Select a grouping option from the dropdown. The timesheet template rows will be grouped by the options below.
Client
Client/Division
Client/Division/Product
Client/Job
Client/Division/Job
Client/Division/Product/Job
Add a New Timesheet Template Item
To create a new template, click the New button on the toolbar. On the New Template Item popup, enter the following information:
Client - Enter the client code, or click the Client hyperlink to select a client from the Client Search List window.
Division - Enter the division code, or click the Division hyperlink to select a division from the Division Search List window.
Product - Enter the product code, or click the Product hyperlink to select a product from the Product Search List window.
Job - Enter the Job Number, or click the Job hyperlink to select a job from the Job Search List window. Note that time cannot be entered for jobs that have been closed.
Component - Enter the Job Component number, or click the Component hyperlink to select a job component from the Job Comp Search List window. Note that time cannot be entered for components that have been closed.
Function/Category - Enter the Non Productive Function code, or click the Function/Category hyperlink to select a function from the Search List window. Note that if a Non Productive Function Code is inactive (as defined in 'Time Categories' in Advantage), that function code will not display.
Department - The drop down menu displays the assigned Department(s) for the employee. The default entry for this field will be the first Department defined in the Employees list (in the Advantage | Maintenance | Accounting | Employee application). Other Departments, if available, may be selected by clicking on the Department name in the drop down list or tabbing to the field and typing the first character in the Departments name.
Default Comment - Enter a default comment that will be copied along with the Timesheet Template Record for each day that has hours entered.
Hours - Enter the number of hours to be defaulted when the Timesheet Template Record is selected. In order to update the timesheet with the hours designated in the template, the Insert Hours button must be selected.
Day(s) to apply - Check days to apply hours to the timesheet. When no days are selected, hours will be applied to the current day if it is in the current week. If it is in a prior week, the hours will be applied to the first day of the week. When specific days are selected, the hours will be automatically added to those days by default.
When done, click the Save button to create the timesheet template. To discard all entries prior to Save, click the Clear button. To exit without saving, click the Close button.
Modification of a Timesheet Template Item can be done from Copy From Time Template Options The Job / Component cannot be modified.
To change the Function Category or Department, select the new option from the dropdown. Modify the Default Comment and Apply Hours as needed. When all fields have been updated, click Save at the end of each row. To save multiple changes at the same time, click the Save button on the column header. To discard any changes prior to saving, click the Refresh button.
Delete a Template
To delete a Timesheet Template Record, click the Delete icon (red x) at the end of each row to be deleted. A message will display to verify that the Timesheet Template Record is to be deleted. Click OK button to delete the record or click the Cancel button to not delete the record.
To delete multiple Timesheet Template Records, select multiple items using checkboxes at the beginning of each row and click the Delete icon in the Toolbar. A message will display to verify that the Timesheet Template Record is to be deleted. Click OK button to delete the record or click the Cancel button to not delete the record.
Using
this copy feature will allow appointments/events from the Employee's Google,
Outlook or Internal calendar to be imported to Timesheet. Calendar Type
and related settings must be setup in order to use this feature. Click
here for Calendar setup information. A message will be displayed when
not setup correctly.
Click on the Calendar Options (Gear) Icon
Highlight the specific date range to insert into the Timesheet. A single day or a concurrent range of days may be selected.
Click on the Get Calendar Time button
Populate the timesheet rows with the associate job components and/or categories.
Click Save to save any changes in the grid.
To delete a Calendar Time entry, click the Delete icon (red X) at the end of each row.
To delete multiple rows, click the "Select All" checkbox or select individual rows and click the Delete icon (X) in the ribbon bar.
To insert Calendar Time records into Timesheet, select the row(s) by checking the Select All checkbox or by checking each of the rows. A single day or a concurrent range of days may be selected.
In the Timesheet, drag and drop the new calendar records into the timesheet.
Once a Calendar Entry record has been dragged and dropped into the timesheet, that record is no longer available in Get Calendar Time.
To change the Calendar Time Settings, click the Settings/Options button. Update the settings as needed and click the Save Settings button to save the changes.
To view QvA Drill Down or Schedule Information for a job, click the Options menu and select View Details (magnifying glass) icon to access the Estimate and Schedule Info on the Timesheet Details popup.
Select type of Timesheet Detail to view: The Timesheet Details displayed are defaulted to the last viewed selection (QvA, Schedule Hours and/or Employee Only).
Employee Only (Displays quoted and actual hours employee) - Select this option to show timesheet details for the employee logged in.
Threshold Percentage - Displays the Threshold percentage used when viewing when viewing Quote vs Actual.
The Threshold percentage is dependent on the Employee Only (Displays quoted and actual hours for employee) option in the Estimate and Schedule Info section:
Checked = Uses the Threshold percentage from the Quote vs Actual Dashboard.
Unchecked = Uses the Threshold percentage from the Quote vs Actual Dashboard.
This view will display actual hours posted against the job compared to what was on the Estimate. When the 'Employee Only (Displays quoted and actual hours by employee)' is selected, it will default to only the employee logged into Webvantage. To view for all employees, uncheck the Employee Only checkbox.
Client - The Client for the specific job.
Job/Component - The Job and Component selected.
Estimate - The Estimate for the associated with the Job/Component.
Quote - The Quote number of the Estimate.
Revision - The Revision number of the Estimate.
Function - The Function that is being queried.
Hours Quoted - The number of Hours Quoted on the estimate for the specific job/function.
Hours Posted - The number of Hours Posted for the specific job/function.
Hours Remaining - This represents the difference between the Hours Quoted on the estimate and the actual Hours Posted. If a negative amount displays (hours posted are higher than the hours quoted) the number will display in red.
Amount Quoted - The number of hours quoted multiplied by the function rate.
Amount Posted - The actual Amount Posted for this job/function.
Amount Remaining - The difference between the Amount Quoted and the Amount Posted.
Actual Hours -This box will display the Actual Hours posted against the Job/Function. If Employee Only was not selected, this box will also show a total of all other employees' time.
If Employee Only was not checked, Others will display in the Date column. Others refers to the Actual Hours entered for all other employees.
Date - The Date time was entered against job/function for the selected employee.
Hours - The number of Hours posted on that date.
Amount - The Amount posted on that date.
Comments - If Comments were entered for the specific date during Time Entry, they will display here.
Total - The Total Hours and Total Amount for the job/function.
To View Schedule Information, select Schedule Hours. The Schedule Hours Information window will display immediately. This view will display actual hours against what was entered for the Schedule.
Client - The Client for the specific job.
Job/Component - The Job and Component selected.
Function - The Function that is being queried.
Hours Allowed - The number of Hours Allowed on the schedule for the specific job/function.
Hours Posted - The number of Hours Posted for the specific job/function.
Hours Allowed - This represents the difference between the Hours Allowed on the schedule and the actual Hours Posted. If a negative amount displays (hours posted are higher than the hours allowed) the number will display in red.
Actual Hours - This box will display the Actual Hours posted against the Job/Function.
Date - The Date in which time was entered against the job.
Actual Hours - The number of hours entered against the job for the corresponding date.
Comments - If comments were entered during Time Entry, the comments will display.
Traffic Hours - This box will display the schedule hours allowed as indicated on the schedule.
Task Description - Tasks are linked to functions in Schedule Tasks in Maintenance/Production/Schedule Tasks. The Task Descriptions entered in Schedule for the related function will display.
Hours Allowed - The Hours Allowed entered on the Schedule for the associated Task.
Total - The Total number of hours allowed will display.
The
Submit for Approval option is
utilized on an individual date basis. The individual employee may enter
the hours worked and submit the hours for Supervisor
Approval. Once the Supervisor approves or denies the Timesheet, the
employee can view the status and comments within the Timesheet application.
Setup is required.
To submit Timesheet for Supervisor Approval, click the Set Approval (Submit/Un-submit time for Supervisor Approval) button. The Timesheet Approval screen displays the approval status and action link for each day of the week being viewed.
If Comments are required during time entry, all comments must be added in order for the timesheet to be submitted for approval.
To submit a single day for approval, click the Submit button located above that day. When stopwatch is running, any individual day, other than the current system day, can be submitted for approval.
To submit all available records for the week for approval, click the Submit Week button.
When submitting all timesheets for supervisor approval with an active stopwatch running, a message will be received that a stopwatch is running and it must be stopped before submitting all for approval.
The Timesheet will be available for approval from the assigned supervisor (based on the supervisor code in the Employee record).
To remove a single record from approval, click the Pending button for that day.
To remove all available records from approval, click the Un-submit Week button. This will place all non-approved records in a normal status and they will be available for editing and re-submitting for approval.
Timesheet records that have been Approved are unable to be un-submitted. To view Approved Timesheets comments, click the Comment icon.
Once the supervisor approves, denies or enters Approval Comments to a pending Timesheet record, the Supervisor comment is available. Click the Comment icon to view the Supervisor Comments. To close the Supervisor Comments, click the Close button.
To edit a Timesheet that is in a pending or denied status click the Unsubmit Week or Pending button.
To edit a Timesheet that has been submitted for approval or denied, click the Pending button for that day or click the Unsubmit Week button. This will remove the Timesheet from the Supervisor Approval queue and place it back into a 'Submit-able' status.
Once the Timesheet has been edited, resubmit the timesheet for approval.
Approved time cannot be edited. Approved time may only be edited by the supervisor from the Supervisor Approval screen in Advantage.
When the Timesheet Approval Status has been updated, the Supervisor may elect to send an Alert notification. A link is included in the Alert that will open the Timesheet application for that day.
Click the Refresh button or use the keyboard shortcut Shift + r to refresh the timesheet record. Any unsaved changes will be discarded.
To print the Timesheet, click the Print button to display a print window.
Report Type
On the print Timesheet popup, select to print either a Summary or a Detail with Comments report.
Summary - The Summary report will always include Saturdays & Sundays even if there isn't any time entered for those days, regardless if the days to display is set to 1, 5 or 7 (in My Timesheet Settings / Agency Timesheet Settings).
Sort By - Select if the timesheet print should be sorted by Client, Division, Product, Job/Component, Function/Category, Department or none.
Detail with Comments - When the Detail with Comments is selected, enter or select from the Calendar the Start Date and End Date to be included when printing the Timesheet. This report will include Saturdays & Sundays if hours were entered for selected days, regardless of the number of days to display. The Detail Report provides timesheet details broken out by day and sorted by job component in ascending order.
Exclude Employee Signature - The Timesheet will automatically include the employee signature and date the Timesheet is printed. To exclude the employee signature, check the Exclude Employee Signature checkbox on the print window. The Employee Signature is maintained in Advantage Maintenance.
The signature is for the employee that is logged into Webvantage, not of the employee whose Timesheet is being printed.
Once selected, click Print to generate the Timesheet report in a PDF format.
Initially, settings are dependent on what is selected as the default display days in Webvantage | Maintenance | Project Management - Agency Timesheet Settings. Any modification to the settings through the Timesheet module is saved per individual user. Click on the Settings button or use the keyboard shortcut Shift + e to open the settings.
Days - Select the number of days from the dropdown,( 5 or 7) to display on the grid when week view is selected.
Check to display following in Timesheet:
Job Information
Show Component Description
Show Job/Component Number
Client Information
Show Client Name
Show Division Name
Show Product Name
Details
Show Function/Category
Show Assignment
Show Progress Bar - Select to display the Quoted Hours vs. Posted Hours on hover.
Green line - indicates posted hours are under the quoted hours for all employees.
Red line - indicates posted hours are over the quoted hours for all employees.
Yellow line - indicates no estimate exists. Hover over the line to display the Posted Hours for all employees.
When done, click the Save button. Use the Cancel button to disregard changes.
Security
and Setup