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 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 regular, non-overtime labor hours. You can enter up to two places to the right of the decimal in this numeric field.

This field displays the overtime hours. You can enter up to two places to the right of the decimal in this numeric field.

This non-editable field displays the sum of the values in the Regular Hours and Other Hours fields.

Enter, or click to select, the new open fiscal year for which the D-Correcting and N-Reversing timesheets should be posted.

Enter, or click to select, the new open accounting period for which the D-Correcting and N-Reversing timesheets should be posted.

Enter, or click to select, the new open subperiod for which the D-Correcting and N-Reversing timesheets should be posted.

This field displays the OT state charged on the previous timesheet. You can enter, or click to select, a different overtime state for this timesheet.

This non-editable field displays the rate type of the employee, based on data you entered on the Employee Salary Information record. Valid values are:

• H: Hourly
• S: Salaried Fixed
• F: Salaried Fluctuating

This non-editable field displays the Fair Labor Standards Act (FLSA) status, based on data you entered on the Manage Employee Salary Information record.

This non-editable field displays the labor group or union, based on data you entered on the Employee Salary Information record.

This non-editable field displays the total number of regular, non-overtime hours.

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

This non-editable field displays the sum of the values in the Regular Hours and Other Hours fields.

This non-editable field displays the total labor amount, based on the sum of the values in the Amount field on the timesheet lines. If you use and enable Costpoint's Multicurrency (MU) functionality, the label of this field is Trans Amount.

This field displays the date of the original timesheet, in MM/DD/YYYY format, by which to reference this timesheet. This date is not validated against the timesheet date of the other timesheet and therefore can be entered at any time. You normally use correcting timesheets whenever a timesheet error is discovered after the timesheet can no longer be directly edited (after it has been posted to the G/L, posted to payroll, computed for leave, or computed for payroll), and when the original timesheet being corrected has been purged from the Labor Distribution File.

This field displays the reference number of the original timesheet in order to associate this timesheet with the current one. The reference date and sequence number are used to reference Regular timesheets in order to calculate the auto-adjusted rates.

This code refers to the original timesheet type of the timesheet line. If the timesheet type is D or N, then the reference code will be R.

This field displays the auto adjust percentage.

This field may populate automatically after you enter data in the Employee field, contingent upon the data you entered in the Default Auto-Adjustment Percent field on the Manage Timesheet Periods screen.

Costpoint uses this percentage to recalculate pay, despite the number of labor hours.

The auto adjust feature synchronizes the timesheet data with the data on the Manage Employee Salary Information record to eliminate any pay variance.

If, for example, a salaried employee works 50.00 hours in a week, enter 100% in this field if the employee is to be paid his regular pay based on data on the Manage Employee Salary Information screen.

In this circumstance, adjust the pay at 100%, and the employee is paid his regular base pay for the week. Therefore, this employee is paid for 40.00 hours, even though he worked 50.00.

The auto adjust calculation may be performed after you save the record, contingent upon the setup on the Overtime Settings subtask of the Configure Labor Settings screen.

This non-editable field displays the name of the user who entered the timesheet.

This non-editable field displays the system date on which the timesheet was entered.

This field displays the application used to enter the timesheet.

Click this button to execute the auto adjust process that adjusts the labor cost, and related hourly rate, for the employees to the amount of their salary. If you selected the Enable for Salaried Employees checkbox in the Automatic Auto-Adjust group box on the Overtime Settings subtask of the Configure Labor Settings screen and this employee is Salary Fixed or Salary Fluctuating, this button is unavailable. Likewise, if you have selected the Enable for Hourly Employees checkbox, and this employee is Hourly, this button is unavailable. The auto-adjust function is done automatically. Otherwise, the button is enabled.

When Multicurrency Labor is enabled, the auto-adjust functionality adjusts the transaction amounts to match the employee’s payroll salary amount. The Labor Costs (Functional Amounts) will be determined by multiplying the exchange rate by the transaction amounts.

Click this button to prorate this salaried employee's timesheet. Hourly employees cannot be prorated. If you selected None as your Calculation Method in the Prorate Options group box on the Configure Labor Settings screen, this button is disabled.

Vacation time is handled the same way as work time. Holiday time is not included.

If you use this functionality, you do not have to enter Leave Without Pay timesheet lines for salaried employees.

You cannot use this function on an auto-adjusted timesheet.

The application excludes from the day count any days where the only pay types designated are:

• Cost Only
• Benefit Reimbursement
• Reimbursement – Exclude from Gross Earnings
• Leave Without Pay (LWOP)
• Leave Without Pay (LWOP) – Negative
• Severance

Click this button to create a fringe handling line.

When fringe is generated, if an override hourly fringe amount is assigned to the timesheet’s transaction currency, that override rate will be used to calculate the fringe transaction amount. If an override account is assigned to the timesheet’s transaction currency, that account will be used to build the wage determination fringe timesheet line.

Click this button to recalculate the functional currency amounts when you change the exchange rate in the Exchange Rates subtask. 

If the transaction currency currently displayed on the timesheet is not correct due to the Rate Date, open the Exchange Rates subtask and correct the Rate Date, then click Find Rates (to determine the exchange rate), click Apply, then save the record. You can only view this field if you enable Costpoint's Multicurrency (MU) functionality.

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: Costpoint 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.

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 checkbox on the Manage Accounts screen. If you selected this checkbox, 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 checkbox 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 checkbox on the Projects tab of the Configure Project Settings screen. If the checkbox 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 checkbox 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 checkbox 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 checkbox, 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 checkbox 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 checkbox on the Configure Labor Settings screen and the Union Employee checkbox 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 Profiles 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 checkbox on the Configure Labor Settings screen and the Union Employee checkbox 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 Profiles 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.

This field displays a code that indicates if this timesheet line was salary capped.

This field displays the timesheet line's transaction ID from Shop Floor Time.

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

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

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

Enter more timesheet notes relevant to this record.

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.