Creating Time Reports Concept Creating Time Reports Creating

Creating Time Reports Concept

Creating Time Reports

Creating Time Reports Step 1 Begin by navigating to the General Time Report Information page. Click the Scroll Down arrow.

Creating Time Reports Step 2 Click the Travel and Expenses menu.

Creating Time Reports Step 3 Click the Travel and Expense Center menu.

Creating Time Reports Step 4 Click the Create/Modify link.

Creating Time Reports Step 5 Click the Add button.

Creating Time Reports Step 6 Use the General Time Report Information page to enter descriptive information about a time report.

Creating Time Reports Step 7 Depending on what your default creation method is set to on the User Defaults page, Expenses displays this page based on the user defaults and prepopulates fields according to user defaults. If you do not have a default creation method, Expenses defaults to open a blank report. The creation methods for time reports are: • Open a Blank Report: Expenses creates a new time report and displays the General Time Report Information page with the country, state, locality, and billing action fields populated with information from the user default table, if it exists. The system also populates project data from the defaults in the employee profile; however, only active and enabled projects populate the time report. • Copy an Existing Report or Copy

Creating Time Reports Step 8 Use the Copy from an Existing Time Report link to access the Copy from an Existing Time Report page and select a time report to copy. This link appears only when you create or modify a time report.

Creating Time Reports Step 9 The system populates the Country, State, and Locality fields with information, if it exists, from the user default table. You can override or update these values.

Creating Time Reports Step 10 Click the Continue button to access the Time Report Summary page and enter project and personal hours.

Creating Time Reports Step 11 Use the Time Report Summary page to add, modify, or view project hours and personal hours for a time report.

Creating Time Reports Step 12 Use the Details button to access the Time Report - Project Time Details page and view or modify general ledger Chart. Fields and location defaults for a time report.

Creating Time Reports Step 13 Use the Reset to User Defaults button to clear project hours and replace the PC Business Unit, Project, and Activity fields with the information from the user default table. This button is not available to approvers or project managers.

Creating Time Reports Step 14 Use the PC Business Unit field to enter a business unit to report time for a project. Click in the PC Business Unit field.

Creating Time Reports Step 15 Enter the desired information into the PC Business Unit field. Enter "US 001".

Creating Time Reports Step 16 Use the Project field to enter a project for which you want to record time. Projects are created in People. Soft Project Costing. Click in the Project field.

Creating Time Reports Step 17 Enter the desired information into the Project field. Enter "SCM_INSTALL".

Creating Time Reports Step 18 Use the Activity field to enter a project activity for which you want to record time. Activities are created in People. Soft Project Costing. Click in the Activity field.

Creating Time Reports Step 19 Enter the desired information into the Activity field. Enter "FIT_GAP".

Creating Time Reports Step 20 Use the Billing Action list to define if the line item is Billable, Nonbillable, or Internal.

Creating Time Reports Step 21 Use the date fields to enter hours for each project on the applicable dates. Click in the Mo 26 field.

Creating Time Reports Step 22 Enter the desired information into the Mo 26 field. Enter "8".

Creating Time Reports Step 23 Click in the Tu 27 field.

Creating Time Reports Step 24 Enter the desired information into the Tu 27 field. Enter "8".

Creating Time Reports Step 25 Click in the We 28 field.

Creating Time Reports Step 26 Enter the desired information into the We 17 field. Enter "8".

Creating Time Reports Step 27 Click in the Th 29 field.

Creating Time Reports Step 28 Enter the desired information into the Th 29 field. Enter "8".

Creating Time Reports Step 29 Click the horizontal scrollbar box.

Creating Time Reports Step 30 Click the Update Totals button.

Creating Time Reports Step 31 Notice that the Grand Total field has been updated.

Creating Time Reports Step 32 Enter hours for personal time on the applicable dates. Click in the Fr 30 field.

Creating Time Reports Step 33 Enter the desired information into the Fr 30 field. Enter "8".

Creating Time Reports Step 34 Click the Update Totals button.

Creating Time Reports Step 35 Notice the Total Personal Hours and Grand Total fields have been updated.

Creating Time Reports Step 36 The Status and Issues tab is available if Program Management is installed. Use the Status and Issues tab to transfer you into Program Management to report project status and manage project issues.

Creating Time Reports Step 37 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. Click the Submit button.

Creating Time Reports Step 38 Use the Submit Confirmation page to review a time report summary and confirm the submission.

Creating Time Reports Step 39 Click the OK button.

Creating Time Reports Step 40 The Time Report ID is assigned.

Creating Time Reports Step 41 You have successfully created a time report. End of Procedure.