Here is a description of the fields and buttons on a timecard.
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 Project, Resource, 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 time card belongs. | ||
| Currency | * | The currency that the milestone is charged in. | |
| End Date | End date for the week that the timecard covers. | ||
| External Resource | Indicates whether the resource is an employee of the company or an external contractor. Select this option to roll-up 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 RPGs. | ||
| Milestone | Milestone that the timecard applies to. | ||
| Owner | R | Timecard owner. | |
| Project | * | Project that the timecard applies to. | |
| Project Methodology | The current step in the Project Methodology. | ||
| 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 time card 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. |
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 RPG that revenue or cost transactions roll-up to.
| Button | Description |
|---|---|
| Save | Save Admin changes to the timecard. |
| Save & New | Save Admin changes to the timecard and returns to the Timecard Entry page. |
Related Information
Related Tasks
Approving and Rejecting Timecards