Time and Expense Workspace

The Time and Expense workspace contain the following components:

Navigation Pane

The Navigation pane provides links to navigate to the most frequently accessed pages that are relevant to your role.

Alerts

Alerts provide you with information to highlight important details about your missing time, rejected timecards, and rejected expense reports. To display a list of detailed records specific to each alert, click View Details.

The following alerts are available from Time and Expense workspace.

Name Description View Details
Missing Time

The count of missing time from time variance records. The missing time is calculated by the difference between Work Calendar Hours and Total Hours Submitted for the record of last week for current resource.

Note: If there are no records and no jobs are running, the missing time status displays zero time for that particular record. .

Displays a list view of your time variance records.

The following fields are displayed:

  • Time Variance Name
  • Resource
  • Work Calendar Hours
  • Total Hours Submitted
  • Variance
Rejected Timecards The total count of your rejected timecards that need attention.

Displays a list view of your rejected timecards.

The following fields are displayed:

  • Timecard ID
  • Status
  • Project
  • End Date
Rejected Expense Reports The count of your rejected expense reports that need attention.

Displays a list view of your expense reports.

The following fields are displayed:

  • Expense Report Name
  • Project
  • Resource
  • Status
  • Total Reimbursement Amount
  • Description

Counts

Counts summarize the number of records found on corresponding list views that are relevant for the Time and Expense workspace. Counts enable you to quickly access related content. To display a list view of detailed records specific to each count, click the count.

The following counts are available from the PSA Time and Expense workspace.

Name Description View Details
My Active Assignments

The count of your active assignments that are billable and are not closed.

Displays the following fields for a list view of your assignments that are billable and are not closed:

  • Assignment Name
  • Role
  • Project
  • Status
  • Start Date
  • End Date
My Overdue Tasks The count of your project task assignments and project tasks having end date till today with status as "Started".

Displays the following fields for a list view of your overdue tasks:

  • Project Task Assignment Number
  • Project
  • Project Task
  • Project Task Start Date
  • Project Task End Date Hours
  • Project Task Status
My Certifications To Expire This Year

The count of your Certifications that are due to expire this year.

Note: Apply the skills and certifications record type to the User's profile and permission set.

Displays the following fields for a list view of you certifications that are due to expire this year:

  • Rating ID
  • Skill / Certification
  • Expiration Date

For more information on customizing Navigation Pane, Count and Alert cards, see Customizable Lightning Components Overview in the Foundations Help.

Chart

The Time and Expense Workspace Report Chart displays a Timecards report, summarizing the total number of hours off from projects you are assigned to.

Note: Apply the appropriate permissions to view and manage the reports.

A view of the details of your report that shows all projects submitted timecard hours, click View Reports.

List View

The Time and Expense List View displays a list of your task assignments.

List View enables you to quickly access related content. To display a list view of detailed task assignments specific to each view, click More.

The following fields are displayed:

Time Entry Component

The Time Entry component displays a list of your timecards. Time Entry enables you to quickly access related content. To display a list of detailed time entries specific to each timecard, click individual timecards. To create a new time entry, click New.