Costpoint Online Help

Timesheets By Charge

Use this screen to print timesheets based on a specific UDT and for a specific timesheet period. You can suppress the charge descriptions, and include any line and/or cell comments and audit information.

Timesheets by Charge

To display the Timesheets by Charge screen, complete the following steps:

  1. Click Time & Expense > Time > Timesheet Reports/Inquiries > Timesheets by Charge.

Contents

The Timesheets By Charge screen provides several options when printing the Timesheets By Charge report.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Criteria

Field Description
UDT Options

Click to select the UDT that you want the filter to be based on. The lookup contains all UDTs that are configured for use in the Configure General Settings screen and have the Print check box selected in the Configure Time Settings screen. The default value is the primary charge, based on linkage. If you are linking UDT01s to UDT02s, UDT02 displays as the default. If you are not linking UDT01s to UDT02s, UDT01 is the default value.

Filter

Enter the value by which you want the report filtered. You can enter a "partial" value in this field. Example: If you enter "20002" in this field, the report will contain all timesheets for the selected timesheet periods that have charged "20002," including "20002," "20002.0001," "20002.0002," etc. If you enter "20002.0001," the report will contain all timesheets that have used projects that start with "20002.0001."

Timesheet Schedule Click to select the timesheet schedule to use when printing the report.
Timesheet Year Click to select the timesheet year for the report to use when printing the report.
Timesheet Period

Click to select the timesheet period for which to print this report. The lookup contains all timesheet periods that are "Open" in the Manage Timesheet Schedules screen in which the most recent timesheet period appears as the default. The timesheet period options are displayed in reverse chronological from the most recent timesheet period to the oldest.

Hours Options

Field Description
Entered Hrs Select this option to run the report based on entered hours.
Prorated Hrs Select this option to run the report based on prorated hours.

Print Options

Field Description
Suppress Charge Descriptions

If you select this check box, any lines that do not contain a UDT like the UDT in the filter will not have the charge description displayed.

Line Comments

Select this check box to include all line comments for the timesheet(s) being printed.

Note: Line comments are printed for lines that are not part of the filter. For example, if you select UDT01 and enter "700-001" as the filter and the timesheet contains lines for Account 700-001 and 800-001, line comments will print for both 700-001 and 800-001.
Cell Comments

Select this check box to include all cell comments for the timesheet(s) being printed.

Note: Line comments are printed for lines that are not part of the filter. For example, if you select UDT01 and enter "700-001" as the filter and the timesheet contains lines for Account 700-001 and 800-001, line comments will print for both 700-001 and 800-001.
Audit

Select this check box to include the Revision Audit report for the timesheet(s) being printed.