Costpoint Online Help

Timesheet Defaults Tab

Use this tab to set up default information that can be used to create a timesheet line for the employee.

The values specified in this tab will be used as follows:

  • If you click Default Line on the Manage Timesheets screen, the defaults in this screen will be used to generate the timesheet line.
  • When importing a timesheet line, the default values in this tab will be used as the 5th level of default if a Project is specified for the timesheet line.

Here are the levels of default and the values that are retrieved from each level:

  1. Manage Employee Project Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  2. Manage Employee Proj-Acct-Group Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  3. Manage Labor-Group Proj-Acct-Group Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  4. Manage Project Timesheet Defaults

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Withholding State
    • Reference 1
    • Reference 2

  5. Manage Employee Information - Timesheet Defaults tab

    • Account
    • Organization
    • GLC
    • PLC
    • Pay Type
    • Labor Location
    • Workers' Compensation Code
    • Reference 1
    • Reference 2

  6. Manage Employee Salary Information

    • Organization
    • GLC
    • Labor Location
    • Reference 1
    • Reference 2

  7. Manage Employee Taxes - State tab

    • Withholding State

  8. Configure Labor Settings - Employee Options tab

    • Pay Type
    • Workers' Compensation code
Field Description
Account

Enter, or click to select, the default general ledger account to be used for this employee for normal timesheet entry lines.

Organization

Enter, or click to select, the default organization to be used for this employee for normal timesheet entry lines.

Project

Enter, or click to select, the default project to be used for this employee for normal timesheet entry lines.

GLC

Enter, or click to select, the default general labor category to be used for this employee for normal timesheet entry lines. This is a required field.

Pay Type

Enter, or click to select, the default pay type to be used for this employee for normal timesheet entry lines. This field is optional. If you have set up a default pay type on the Configure Labor Settings screen, that pay type displays here, but you can override it.

Labor Location/Local

Enter, or click to select, the default labor location to be used for this employee for normal timesheet entry lines. Enter Local if the employee is a union employee.

  • This field is labeled Local if you selected the Enable Union Functionality check box on the Configure Labor Settings screen.
  • This field is labeled Labor Location if you did not select the Enable Union Functionality check box on the Configure Labor Settings screen.
Workers' Comp

Enter, or click to select, the default workers' compensation code to be used for this employee for normal timesheet entry lines. If you set up a default workers' comp code on the Configure Labor Settings screen, that code displays here, but you can override it. This field is required if you selected the Require Default Workers' Compensation Code check box on the Configure Labor Settings screen.

Ref 1

Enter, or click to select, the default reference number 1 and the description to be used for this employee for normal timesheet entry lines.

Ref 2

Enter, or click to select, the default reference number 2 and the description to be used for this employee for normal timesheet entry lines.