Enter, or click to select, the timesheet date. You must enter the date in the MM/DD/YYYY format.

You must enter a date within an open timesheet period. You can use the Manage Timesheet Periods screen to open a timesheet cycle.

The timesheet date must fall within an open period in order for you to save the timesheet record.

After you save the corrected timesheet, this date displays in the Reference Date field on the original timesheet available on the Manage Timesheets screen.

This non-editable field displays the original timesheet date.

After you save the corrected timesheet, this date displays in the Reference Date field on the Manage Timesheets screen on the D-Correcting and N-Reversing timesheets.

This non-editable field displays the employee ID. The adjacent field displays the employee name.

This non-editable field displays the timesheet type.

This non-editable field displays the timesheet sequence number.

The number displayed in this field is based on the data in the Date, Employee, and Type fields. You can create one timesheet for each unique date/employee ID/timesheet type combination, with a maximum of nine sequences.  

D-Correcting timesheets begin with a sequence "11," (or one, one). The first "1" represents the sequence and the second "1" denotes the first correction; therefore, "11" represents the first sequence of the D-Correcting timesheet and the first correction of a regular timesheet.

A sequence "21" represents the second sequence of a D-Correcting timesheet and first correction of a regular timesheet.  A sequence "99" represents the ninth sequence of the D-Correcting timesheet and the ninth correction of a regular timesheet; it is unlikely, however, that you will ever create a sequence "99" timesheet.

This field displays the timesheet line type.

The system-defined line types include:

• A: This line type allows you to enter data in all fields on the timesheet line. The default timesheet line type is A.
• B: This line type allows you to associate the timesheet line with two leave types: Family Medical Leave Act (FMLA), which deducts hours from FMLA leave hours, and the leave type that is associated with the account number on the timesheet line. With this leave type, hours are deducted and payment of these hours is included in the Compute Payroll process.
• C: Costoint automatically generates this line type. You cannot manually enter a C line type. The creation of this line type, which represents cash in lieu of fringe benefits, is based on the previous setup of record data on the Manage Wage Determination Rates screen. The data in the Project, Labor Location, Labor Category, and Labor Group fields on the Manage Wage Determination Rates screen must match the data on the timesheet lines. In addition, you must enter data in the Amount per Hour field, and you must select the Cash option. This line type works in conjunction with the Generate Fringe Line button on the Manage Timesheets screen.
• L: This line type allows you to enter timesheet data when no labor costs are involved. If, for example, an employee has no vacation or sick time available yet needs to use FMLA leave, use this line type. FMLA leave hours are deducted from the FMLA leave balance. This line type is commonly referred to as a "Leave Memo" line type.
• M: This line type allows you to add a manufacturing order timesheet line and to add or modify data on the Manufacturing Order Timesheet Information subtask.
• S: This line type allows you to add a sales order timesheet line and to add or modify data on the Sales Order Timesheet Information subtask.
• V: Costpoint automatically generates this line type. You cannot manually enter a V line type. This line type is created when you click the Std Variance button on the Manage Timesheets screen.  
• 1-9: You can assign default values for the Pay Type, Account, and Organization fields. You associate these defaults with line types 1 through 9 on the Manage Employee Timesheet Line Type Defaults and/or Manage Timesheet Line Type Defaults screens. When line types 1 through 9 are entered on the timesheet, these defaults are used to populate the Pay Type, Account, and/or Organization fields.
• Line Number

This field displays the timesheet line number. As you add timesheet lines, this number increases sequentially.

Timesheet lines remain in the order in which they are entered. Lines with the same account number are not combined.

You can use the scrollbar to view additional timesheet lines.

Enter, or click to select, the work date for the entered hours. This date must be in the timesheet cycle. This field is required if you selected Days per Cycle as your Calculation Method in the Prorate Options group box on the Configure Labor Settings screen.

Enter, or click to select a project.

There are 12 levels of project-specific timesheet line defaults. Here is a summary of each level:

• Level 1: Link Project Labor Categories to Projects

  Use this screen in the Projects domain to assign a PLC to a specific project. You must first set up the PLC on the Manage Project Labor Categories (PLC) screen before you can assign it. This is the first level of defaults imported when you enter a project on a timesheet line.

• Level 2: Manage Timesheet Line Type Defaults

  Use this screen to set up the company-wide default pay types, accounts, and/or organizations for specific timesheet line types. Costpoint uses this level when no project or other levels of defaults are set up. They are overwritten when you enter a project and other defaults are found. This is the second level of defaults imported when you enter a project on a timesheet line.

• Level 3: Manage Employee Timesheet Line Type Defaults

  Use this screen to set up default pay types, accounts, and/or organizations for timesheet line types 1 through 9, for specific employees. Costpoint uses this level when no project or other levels of defaults are set up. They are overwritten when a project is entered or other defaults are found. This is the third level of defaults imported when you enter a project on a timesheet line.

• Level 4: Manage Employee Project Timesheet Defaults

  Use this screen to set up defaults for a timesheet line based on a project for a specific employee. This is the fourth level of defaults imported when you enter a project on the timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen, Costpoint uses that information instead of the data entered here.

• Level 5: Manage Employee Proj-Acct-Group Timesheet Defaults

  Use this screen to set up defaults for a timesheet line based on projects for a specific employee. This is the fifth level of defaults imported when you enter a project on a timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects or the Manage Employee Project Timesheet Defaults screens, Costpoint uses that information instead of the data entered here.

• Level 6: Manage Labor-Group Proj-Acct-Group Timesheet Defaults

  Use this screen to set up defaults for a timesheet line based on a project for a specific labor group/union type within an account group. This is the sixth level of defaults imported when you enter a project on the timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen, the Manage Employee Project Timesheet Defaults screen, or the Manage Employee Proj-Acct-Group Timesheet Defaults screen, Costpoint uses that information instead of the data entered here.

• Level 7: Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen

  Use this screen to provide the linkage between the General Labor Categories (GLCs) and Project Labor Categories (PLCs) for a specific project. The PLC must already be assigned to a project on the Assign PLCs screen before you can link it here. This is the seventh level of defaults imported when you enter a project on the timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen, the Manage Employee Project Timesheet Defaults screen, the Manage Employee Proj-Acct-Group Timesheet Defaults screen, or the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screen, Costpoint uses that information instead of the data entered here.

• Level 8: Manage Project Timesheet Defaults

  Use this screen to set up defaults for a timesheet line based on a project. This is the eighth level of defaults imported when enter a project on a timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen and its Link GLC to Project PLC subtask, the Manage Employee Project Timesheet Defaults, the Manage Employee Proj-Acct-Group Timesheet Defaults, or the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screens, Costpoint uses that information instead of the data entered here.

• Level 9: Manage Employee Information - Default tab

  Use this subtask to set up default-related data about the employees who are processed by Costpoint Labor. The Default tab is the ninth level of defaults imported when you enter a project on a timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen and its Link GLC to Project PLC subtask, the Manage Employee Project Timesheet Defaults, the Manage Employee Proj-Acct-Group Timesheet Defaults, the Manage Labor-Group Proj-Acct-Group Timesheet Defaults, or the Manage Project Timesheet Defaults screens, Costpoint uses that information instead of the data entered here.

• Level 10: Manage General Labor Categories

  Use this screen to establish the General Labor Category (GLC) codes and related descriptions. This is the 10th level of defaults imported when you enter a project on the timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen and its Link GLC to Project PLC subtask, the Manage Employee Project Timesheet Defaults, the Manage Employee Proj-Acct-Group Timesheet Defaults, the Manage Labor-Group Proj-Acct-Group Timesheet Defaults, or the Manage Project Timesheet Defaults screens, or the Defaults subtask of the Manage Employee Information screen, Costpoint uses that information instead of the data entered here.

• Level 11: Configure Labor Settings - Timesheet Line > Defaults group box

  Use this group box to enter a default timesheet cycle, workers' comp, or a pay type. This is the 11th level of defaults that is imported when you enter a project on the timesheet line. If you entered information in any of the default fields on the Link Project Labor Categories to Projects screen and its Link GLC to Project PLC subtask, the Manage Employee Project Timesheet Defaults, the Manage Employee Proj-Acct-Group Timesheet Defaults, the Manage Labor-Group Proj-Acct-Group Timesheet Defaults, the Manage Project Timesheet Defaults, or the Manage General Labor Categories screens, or the Default tab of the Manage Employee Information screen, Costpoint uses that information instead of the data entered here.

• Level 12: Manage Employee Salary Information Defaults

  The GLC defaults in when the GLC in all other levels up to this point are null. This happens whether or not you entered a project.

  Whether a project number is required is determined by reference to the Project Required check box on the Manage Accounts screen. If you selected this check box, a project number is required for that specific account. The edits that are performed on the project by itself are listed below (see the Basic Info tab of the Manage Project User Flow screen).

• Is the project number in the Basic Project Information table (Basic Info tab on the Manage Project User Flow screen) and the Active flag set to Yes?
• Is a Project Work Force Required check box selected on the Basic Info tab of the Manage Project User Flow screen for this project number and, if so, is the employee in the Project Work Force table?
• Is the Date of the timesheet within the date range (start and end dates) for the Project Period of Performance (soft edit)?

  In addition, one of two combination edits are required depending on the setting of the Validate Project Charging by Organizations check box on the Configure Project Settings screen. If the check box is selected, you must have set up the combination of account, organization and project number on the Set Up Account/Organization Links subtask of the Manage Project User Flow screen. If the check box is not selected, only the account and organization combination must have been set up.

  In both combination edits above, the Active column must be Y.

Enter, or click , to select the project.

This non-editable field displays the project name associated with the data displayed in the Project field on this timesheet line.

Enter, or click to select, the General Ledger account to which the labor costs and labor hours on each timesheet are charged.

This non-editable field displays the account name associated with the data displayed in the Account field.

Enter, or click to select, the organization to charge this timesheet line.

This non-editable field displays the organization name associated with the data displayed in the Organization field on this timesheet line.

Enter, or click to select, the pay type code for this timesheet line.

This field displays the employee labor hours.

Enter the labor cost for the transaction currency in which the hours were worked. You can use this field if have a license for Costpoint Multicurrency (MU) and Multicurrency Functionality is enabled in the Configure Labor Settings screen.

This field displays the labor costs for each timesheet line.

Labor costs are calculated in a number of ways, depending on the system settings in effect.

Based on your setup on the Configure Labor Settings, Manage Wage Determination Rates, Manage Pay Types, and Manage Employee Salary Information screens, various calculations may be performed to calculate this amount.

Labor costs, however, are not displayed if labor suppression is in effect. Labor suppression is established on the Users screen and, if active, prevents display of the Amount field on the timesheet line.

Enter the labor cost/functional amount for this timesheet line.

Enter, or click to select, a GLC (general labor category).

The GLC code must display on the General Labor Categories screen.

If you assigned GLC codes to this employee on the Assign GLCs to Employees screen, a warning displays if the GLC charged was not assigned, although you can still save the timesheet record.  If no GLC assignments were established for the affected employee, Costpoint does not perform any validation.

If you selected the Allow Edit of GLC check box on the Configure Labor Settings screen, you can change the GLC code for this timesheet line. If you did not select the Allow Edit of GLC check box, you cannot change the GLC. In this case, you must accept the GLC defaults.

Enter, or click to select, a PLC (project labor category).

There are various levels of PLC timesheet defaults.

Enter, or click to select, a bill date.

When you enter a PLC on a timesheet line, the subperiod end date default into this field.

The Fiscal Year, Period, and Subperiod fields in the top table window of this screen, therefore, must contain data in order for the subperiod end date to default into this field.

The effective bill date represents the date on which the PLC billing rates become effective.

Enter, or click to select, the labor location or local.

If you selected the Require Labor Location check box on the Configure Labor Settings screen, you must enter data in this field.

Enter, or click to select, the state withholding code this timesheet line represents. This field is applicable only to union employees.

If you selected the Enable Union Functionality check box on the Configure Labor Settings screen and the Union Employee check box is selected for the employee on the Manage Employee Information screen, this field automatically defaults with the indicated project's withholding state from the Manage Union Profile Setup screen.

The withholding state (for the union/project) defaults on the timesheet line based on the matching union, local, and GLC that are assigned to the employee on the Employee Salary Information screen.

Enter, or click to select, the locality withholding code this timesheet line represents. This field is applicable only to union employees.

If you selected the Enable Union Functionality check box on the Configure Labor Settings screen and the Union Employee check box is selected for the employee on the Manage Employee Information screen, this field automatically defaults with the indicated project's locality withholding code from the Manage Union Profile Setup screen.

The locality withholding code (for the union/project) defaults on the timesheet line based on the matching union, local, and GLC that are assigned to the employee on the Manage Employee Salary Information screen.

Enter, or click to select, the workers' compensation code for this timesheet line.

Enter, or click to select, the project abbreviation.

If you established the project/abbreviation on the Manage Project User Flow screen and you enter data in this field, its related project defaults in the Project field on the timesheet line.

Enter, or click to select, the project account abbreviation.

If you established project/account abbreviations on the Manage Project User Flow screen and you enter data in this field, its related account number defaults in the Account field on the timesheet line.

Enter, or click to select, the organization abbreviation.

If you established the organization abbreviation on the Manage Organization Elements screen and you enter data in this field, its related organization defaults into the Organization field.

Enter, or click to select, the reference information.

You can modify the reference field heading on the Configure General Ledger Settings screen to better suit the needs of your company.

Enter, or click to select, the reference information.

You can modify the reference field heading on the Configure General Ledger Settings screen to better suit the needs of your company.

Enter more timesheet notes relevant to this record.

This non-editable field displays the total number of timesheet hours.

Enter, or click to select, the fringe code to be used for this timesheet.

This field does not display if you did not select the Enable Union Functionality check box on the Configure Labor Settings screen.

This field displays the timesheet line number that the fringe is referring to.

This field displays the application used to enter the timesheet line.

Click this button to load all employee defaults for the selected line.

Click this button to populate fields related to a manufacturing order timesheet line.

You must select the M timesheet line type, enter data on the Manufacturing Order Timesheet Information subtask, and click this button to populate the designated fields.

Click this button to populate fields related to a sales order timesheet line.

You must select the S timesheet line type, enter data on the Sales Order Timesheet Information subtask, and click this button to populate the designated fields.