Submit a Timesheet

HID_getting_started_submit_timesheet
ccppmod143
HID_getting_started_submit_timesheet
As an application user, you are responsible for tracking the number of hours that you work on specific tasks and submitting a timesheet. Tracking work time using timesheets allows companies to plan budgets for complex projects, track the allocation of resources, implement charge codes, and so on. Therefore, your manager can ask you to track the hours you spend on specific tasks for specific projects. Depending on the policy of your company, your manager can also want you to track the hours you spend on tasks under various charge codes and input methods. As an application user, you track your working hours, using timesheets.
To submit a timesheet, complete the steps in the following graphic:
Note:
 Your Resource Manager is responsible for managing the time recording of their direct reports. After your Resource Manager performs their tasks, you can complete any of these steps. If you need help and assistance, contact your Resource Manager.
Image displaying how to submit a timesheet
Image displaying how to submit a timesheet
 
2
Access an Unsubmitted Timesheet
After your manager registers you as a user, you can start to work with
Clarity Project and Portfolio Management (PPM)
. To start tracking time with timesheets, access your unsubmitted timesheets.
Follow these steps:
  1. Open Home, and from Personal, click Timesheets.
    The unsubmitted timesheets appear.
  2. Click the Timesheet icon next to a timesheet.
    You can also click the Current Timesheet icon (clock symbol) at the top right of the page to open your current week timesheet.
(Optional) Configure Your Timesheet
You can configure your timesheet to display only the columns that you want to see. Select the sorting method for the timesheet and set other timesheet options.
Follow these steps:
  1. Open the timesheet to configure.
  2. Click the Configure link.
  3. In the Content and Layout section, select the column labels to display on the timesheet from the Available Columns list. Then, move them to the Selected Columns list.
  4. Specify the following sorting options:
    • Default Sorting Column
      Specifies the column to sort the tasks on the Timesheet page.
      Values:
      • Investment. The name of the project that includes the task.
      • Description. The task description.
    • Sorting Order
      Specifies the order of sorting the column.
      Values:
      • Ascending. Sorts the column from lowest value to highest.
      • Descending. Sorts the column from highest value to lowest.
  5. In the Time Entry Options section, complete the following fields:
    • Auto-Populate
      Automatically populates all subsequent timesheets according to the rule set.
      Values:
      • Off. Populates new timesheets with task assignments that are currently open. The open assignments have a date range within the time periods of the new timesheets and have non-zero ETC.
      • Copy time entries from the previous timesheet. Populates new timesheets with the task entries from the current timesheet.
      • Copy time entries from the previous timesheet and include actuals (actuals are not copied for incidents). Populates new timesheets with the task entries and daily actuals from the current timesheet. Actuals for one-time time entries, such as vacation or sick time, are not copied.
    • Display Unit
      Indicates the measure of time entries by hours or days.
    • Decimal Place
      Indicates the number of decimal places for the time entry display unit selected.
  6. Save your changes.
Populate a Timesheet
When you first open a timesheet, the timesheet is blank, containing no tasks. To prepopulate your current timesheet with tasks, click the Populate button on the timesheet page.
Depending on how your administrator sets up your timesheet options, prepopulating a timesheet does one of the following tasks:
  • Copies all of your assignments to the timesheet.
  • Copies the timesheet entries and actuals from the most recently submitted timesheet to your current timesheet.
Add Entries to a Timesheet Manually
After you populate your timesheet with tasks, you can add more tasks from your project. To add more tasks to a timesheet, use the add task feature.
Follow these steps:
  1. Click the Add Task button on the open timesheet.
    A page opens with a list of tasks available to the user.
  2. Select the check box next to the tasks you want to add to the timesheet, and then click the Add button at the bottom of the page.
(Optional) Specify Entry Input Type and Charge Codes
Input type and charge codes are used for payroll purposes. If your company uses these codes, your project manager can make them available to you in your timesheets. Your manager can also want you to split entries in this process. Verify the policy of your company on input type and charge codes before submitting your timesheets.
Follow these steps:
  1. Open the timesheet.
  2. Select an input type code or charge code from the Input Type Code or Charge Code drop-down for the desired time entry row.
  3. (Optional) Select the check box next to the timesheet entry you want to split it, and click Split.
    This step is appropriate when your manager wants you to enter specific hours under two different charge codes. After you split the entry, you can select a type code or charge code from the Input Type Code or Charge Code field for the second entry.
  4. Save the changes.
(Optional) Add a Timesheet Row Under an Indirect Category
Your manager can ask you to add rows to a timesheet under an indirect category.
Follow these steps:
  1. With your timesheet open, click New Indirect Row.
  2. Select the Charge Codes or Input Type Codes (if applicable).
  3. Save the changes.
Enter Work Hours into a Timesheet
To record the time you worked each day on specific task assignments, use the timesheet page of your current work period.
You can also distribute the number of hours for a single task evenly across all working days, by entering the total number of hours you worked in the Total column for the time entry row. If you enter values in both the Date and Total cells, the Date cell value overrides the Total cell value.
Follow these steps:
  1. Open the timesheet.
  2. Enter the number of hours you worked on each assignment each day in the Date cells of the timesheet.
  3. Save the changes.
Submit a Timesheet for Approval
Your submitted timesheet goes to your manager for approval. The status of the timesheet is
Unapproved
until your manager approves it.
Do one of the following:
  • From the timesheets list page, select the timesheet, and click Submit for Approval.
  • Open the timesheet, and click Submit for Approval.
Correct a Returned Timesheet
When your manager returns a timesheet for correction, you receive a notification. The method of this notification depends on your account settings.
Follow these steps:
  1. Access your returned timesheet. For example, click the link in the notification from your manager.
    The returned timesheet can have notes from your manager about what to correct. The Paper and Pencil icons on the timesheet indicate if there are new notes.
  2. Make the corrections to your timesheet as needed.
  3. Submit your timesheet for approval.
    Your manager is notified that the corrected timesheet is ready for review and approval.
Posted Timesheet Adjustments
After your manager approves your submitted timesheet, the actual time data is posted in
Clarity Project and Portfolio Management (PPM)
. You can adjust a posted timesheet for the following entries:
  • Tasks that are open for time entry of an active project. The project must also be open for time entry.
  • Indirect tasks (by default, indirect tasks are considered active)
  • Incident tasks of an active non-project investment object (NPIO). The NPIO must be open for time entry.
Open the posted timesheet, click Adjust, and edit the active tasks on your timesheet, as needed.
The Adjust button appears on the posted timesheet only if at least one of the tasks on the timesheet is active.
Note:
The Delete button does not appear when you adjust a timesheet. If you booked time against a task incorrectly, you cannot remove the time entry from the timesheet. However, you can set the values for that task to zero. This setting indicates that no hours were actually booked for the task.
The inactive tasks on your timesheet appear as read-only entries.