Timecard Split Fields

Here is a description of the fields and buttons on a timecard split Closed A whole timecard or part of a timecard..

Key:
R – Read-only
* – Mandatory field The number indicates the number of characters that are allowed in this text field, where appropriate.

Timecard Split Fields
Field			Description
Approved			Indicates whether the timecard split is approved.
Assignment			Assignment Name to which the timecard split belongs.
Billable			Indicates whether the timecard split hours can be charged to a customer. This field is only enabled when the related assignment is billable, the timecard header is billable and the Default Billable field in the Timecard Entry UI Personal Settings custom setting or default-billable setting in the Timecard configuration group is set to false. The Time Entry Settings custom setting determines whether PSA uses the Default Billable field in the Timecard Entry UI Personal Settings custom setting or default-billable setting in the Timecard configuration group.
Budget Allocation			This budget allocation determines which budgets the Total Billable Amount and Total Cost are allocated to when the timecard split's Include in Financials checkbox is selected (typically on approval). If this field is blank when the timecard split is included in financials, PSA populates it automatically with the budget allocation from the related assignment or milestone (if applicable), or with the project's default budget allocation. For more information, see Automatic Assignment of Budget Allocation. Only budget allocations for the same project as the timecard split can be selected. Once the timecard split's Billed checkbox is selected, this budget allocation cannot change.
End Date			End date for the week that the timecard split covers.
External Resource			Indicates whether the resource A contact that works on a project. is an employee of the company or an external contractor. Select this option to roll-up Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. the timecard split hours into Billable Hours External. Deselect this option to roll-up the timecard split hours into Billable Hours Internal.
Include in Financials			Indicates whether the timecard split is to be included in the financial roll-ups to the project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and RPGs.
Milestone			Milestone that the timecard split applies to.
Project		*	Project that the timecard split applies to.
Recognition Method			Recognition method to apply to this record for Revenue Forecasting. The options available are: Deliverable % Complete Equal Split: Months Equal Split: Months/Actual Days in Part Periods Equal Split: Months/Part Periods Equal Split: Days Equal Split: 4,4,5 Notes: This is a global picklist that is on several objects used in Revenue Forecasting. This field is not relevant if you are using the integration between PSA and Revenue Management.
Resource		*	Resource that the timecard split applies to.
Start Date			Start date for the week that the timecard split covers.
Status			The current status of the timecard split.
Submitted			Whether the timecard split has been submitted for approval.
DEPRECATED: Synchronous Update Required			This field is obsolete.
Time Credited			Indicates whether timecard split hours are added to utilization calculations.
Time Excluded			Indicates whether timecard split hours are subtracted from utilization calculations.
Timecard Header	R		The unique identifier for the timecard to which the timecard split relates.
Timecard Split ID	R		The unique identifier for the timecard split.

Financial Data

Financial Data on the Timecard Split Object
Field		Description
Approved for Billing		Indicates whether the timecard split is approved for billing. This field must be checked prior to Billing Generation. Your administrator can set up an approval process, field update, or trigger to automatically manage this field setting based on defined criteria.
Billing Hold		Indicates whether billing for the timecard split is on hold. When selected, the timecard split cannot be billed and is not included when generating billing events.
Duplicate Total Billable Amount	R	For Certinia internal use only. The total billable amount that is duplicated for an associated timecard.
Exclude from Billing		Indicates whether the timecard split is to be excluded from billing. Selecting the checkbox has the same effect as billing hold, but is a permanent exclusion from billing generation.
Eligible for Billing		Indicates whether the timecard split is in a state that is eligible for billing event A means of generating billing information that can be fed into a financial system generation. In addition to this, Approved for Billing may need to be selected depending on the global configuration that your administrator has set.
Approved for Vendor Payment		Indicates whether it's OK to send an invoice to a vendor when invoicing costs for external resources.
Vendor Invoice Item		Vendor Invoice to which the timecard split relates.
(Beta) Monday / Tuesday / Wednesday / Thursday / Friday / Saturday / Sunday Bill Rate		The bill rate for each individual day of the week. These are hourly rates unless the Bill Rate is Daily Rate field is selected on the timecard. These bill rates are populated from the dated resource rates on the bill rate card linked to the related assignment.
Total Billable Amount		The total billable amount to which the timecard split relates to. The default currency must be the same as the currency on the project.
(Beta) Weighted Average Bill Rate		Average bill rate for the timecard split, or zero if not billable. This field is populated as follows if the timecard split is billable: If Dated Bill Rates Apply is selected on the timecard, this is the Total Billable Amount divided by Total Hours or Total Days Worked if the timecard uses daily bill rates. If Dated Bill Rates Apply is not selected on the timecard, this is set to the bill rate on the timecard.
Project Exchange Rate		Project (Bill Rate) Exchange Rate, relative to Corporate Currency, calculated on End Date of the timecard split.
Total Cost		Total cost incurred for the hours on the timecard split.
Cost Rate Exchange Rate		Cost Rate Exchange Rate, relative to Corporate Currency, calculated on End Date of timecard split.
Cost Rate Currency Code		Currency used to calculate the resource cost for the timecard split. This is used when your organization uses multiple currencies.
Revenue Transaction		Transaction ID for the revenue associated with the timecard split.
Cost Transaction		Transaction ID for the cost associated with the timecard split.
Time Transaction		Transaction ID for the time associated with the timecard split.
Billing Event Item		Unique ID of the billing event item associated with the timecard split.
Billing Event		Unique ID of the billing event associated with the timecard split.
Billing Event Status		Status of the billing event associated with the timecard split.
Billing Event Released		Indicates whether the billing event associated with the timecard split has been released.
Billing Event Invoiced		Indicates whether the customer has been invoiced for the billable amount on the timecard split.
Billed		Indicates whether the timecard split has been charged to the project or customer.
Bill Date		The date the timecard split was charged to the project or customer.
Invoiced		Indicates whether the customer has been invoiced.
Invoice Number		Invoice number for the invoice associated with the timecard split.
Invoice Date		Date the invoice was created.
Bill Transaction		Transaction ID for the billing event related to the timecard split.
Invoice Transaction		Transaction ID for the invoice related to the timecard split.

Hours and Notes

On the Hours and Notes fields you can change the Hours, Notes and Estimated Time to Completion. In addition, you can add information to the Timecard Split and Audit Notes fields.

Location and Travel

On the location and travel fields you can specify whether each day involved travel and the location.

Note:

These figures are not rolled up to actuals Closed Totals for a given time period., but can be used by project managers in reports.

Region/Practice/Group Overrides

On the Region/Practice /Group Overrides fields you can change the RPG Closed Abbreviation of region, practice, group. that revenue or cost transactions roll-up Closed Term used to describe how a lower level figure or transaction is included in a higher level transaction or calculation. to.

Buttons