Timesheet Status Analysis view
As the Timesheet is processed, it passes a set of statuses. The Timesheet Status Analysis view is based on Time Entry table and offers alternative views per Resource.
To access the Analysis View, choose the Search icon, enter Timesheet Status Analysis, and then choose the related link.
Field Name | Description |
---|---|
View by | In the View By field, specify the Period to display data. Options: |
- Day | |
- Week | |
- Month | |
- Quarter | |
- Year | |
- Accounting Period | |
View as | Specify which data to view. Options: |
- Hours Open on Timesheet (Capacity) | |
- Hours Submitted | |
- Hours Rejected | |
- Hours Approved (Capacity) | |
-Hours Total-(Warning) | |
Line Filters FastTab | Specify filters to limit the Resources displayed. Options: |
- Resource Group No. | |
- Line Manager | |
- Global Dimension 1 | |
- Global Dimension 2 | |
Entry Filters FastTab | Limits the data to view. Options: |
- Project No. | |
- Project Manager | |
- Person Responsible | |
- Global Dimension 1 | |
- Global Dimension 2 |
View As filter options
The View As filter option offers the following alternative views of the data:
View As | Data showed | Data showed in () | Color visualization |
---|---|---|---|
Hours Open on Timesheet-(Capacity) | Hours on Timesheet with Status = Open, meaning they have not yet been submitted. | Capacity | Open hours on Timesheet in % of capacity where green >= 100; black >= 80; red < 80 |
Hours Submitted | Hours on Timesheet with Status = Approval OR status = Waiting Posting (in journal). | - | |
Hours Rejected | Hours on Timesheet with Status = Approval | - | All data shown in red. |
**Hours Approved-(Capacity) ** | Hours on Timesheet with Status = Posted meaning usage has been created. | - | - |
Total | Total Hours | - | Total hours in % of capacity where green >=100; black >=90; red <90 |
Note
Icon alert showed if total hours > approved hours meaning there are hours on timesheet not fully processed.
Line Filters
Line Filters options limit the Resources displayed in the matrix:
Line Filter | Description |
---|---|
Resource Group No. | Display only Resources connected to the Resource Group(s) within the filter. |
Line Manager | Display only Resources connected to the Line Manager(s) within the filter. |
Global Dim 1 Filter | Display only Resources for Global Dimension 1. |
Global Dim 2 Filter | Display only Resources for Global Dimension 2. |
Entry Filters
Entry Filters options limit the data displayed for each Resource:
Entry Filter | Description |
---|---|
Project No. | Display only data for Project(s) within the Project No. filter. |
Project Manager | Display only data for Project Managers within the Project Manager filter. |
Person Responsible | Display only data for Person Responsible within the Person Responsible filter. |
Global Dim 1 Filter | Display only data for Global Dimension 1. |
Global Dim 2 Filter | Display only data for Global Dimension 2. |
See also
Resource Workload & Availability Analysis view