New User Experience: Enter Hours and Submit a Timesheet

As a team member, you are responsible for tracking the number of hours that you work on specific tasks. Update your project task status. Use timesheets to track your hours worked. Accurate timesheets provide your company with valuable data about project costs, charge codes, and work calculations.
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As a team member, you are responsible for tracking the number of hours that you work on specific tasks. Update your project task status. Use timesheets to track your hours worked. Accurate timesheets provide your company with valuable data about project costs, charge codes, and work calculations.
Your Resource Managers are responsible for managing the time recording of their direct reports. After your Resource Managers complete their work, you can complete any of these activities.
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Before you begin, review the
Timesheet Entry
information in New User Experience: Compare With Classic CA PPM. This information helps you better understand the timesheet-related capabilities in the
New User Experience
.
Update Task Status
As a team member, communicate status updates, risks, and issues to your team and to the project manager. Balance multiple tasks with different specifications and deadlines, deliver quality work, and complete tasks on time.
: Update your task status several times daily and always before submitting your timesheet.
Follow these steps:
  1. Open a project and click
    Tasks
    .
    All the project tasks appear.
  2. Search or select a task filter option. For example, in the upper right click
    Open Tasks
    .
  3. Select a task to open the
    Task Properties
    pane.
  4. Update task details.
Open an Unsubmitted Timesheet
What you can see and do in the
New User Experience
 depends on the access rights that your administrator grants you.
  • If you have access to timesheets only, the Timesheets page opens automatically.
  • If you have access to both project management and timesheets, you see the Projects page with tiles for your associated projects. Use the Menu at the top left of the page, as shown in the following image, to select Timesheets.
 The image shows the main menu
The following image shows the menu options that appear when you have access to both Timesheets and Projects.
 The image shows the menu main expanded to display menu options
The timesheet that appears is closest to the current date. To scroll through timesheets by time period, use the left and right arrows at the top of your timesheet.
Create a Timesheet
You can create a timesheet from a previous one or can add work items by selecting the tasks to appear on your current timesheet.
: Not all timesheet creation options are always available. For example, the option to create a timesheet that is based on a previous timesheet is unavailable if you have not created a timesheet previously. Also, the option to create a timesheet that is based on current work assignments is unavailable If you have no current assignments.
Create a Timesheet with Previous Timesheet Tasks or Current Assignments
You can create a timesheet with the tasks from a previous timesheet or with your current assignments.
Follow these steps:
  1. Open the timesheet period.
  2. Select the option to create your timesheet.
    • Copy tasks from previous timesheet
      . Appears only when you have previous timesheets. Creates timesheets with the task entries from your most recently submitted timesheet.
      • Include hours
        . Automatically includes the actual hours from the previous timesheet. Actuals for one-time entries, such as vacation or sick time, are not copied. In addition, hours entered for non-working days are not copied.
    • Add tasks assigned to me
      . Appears only when you have assignments. Creates timesheets with task assignments that are currently open. The open assignments have a date range within the time period of the new timesheet.
    • +Work to timesheet.
      Provides a list of work items that are available for selection to create a timesheet.
  3. Click Create Timesheet.
Create a Timesheet by Adding Work Items from Active Investments
As a team member on a project without any assignments for the current period, you can only create a timesheet by selecting individual work items from active investments. If you cannot add unassigned tasks or tasks that are not open for time entry, notify your project manager. The project manager can assign you to the work or can open the task for time entry so you can book time.
Follow these steps:
  1. Open the timesheet period.
  2. Select +Work to timesheet and click Create Timesheet.
  3. Filter the list of tasks. Sophisticated filtering options are available, including date, investment type, manager, and so on.
    By default, the list shows all tasks on investments where you are the team member. You can filter the list by selecting one of the following options:
    • TASKS ASSIGNED TO ME
      . Lists tasks that are assigned to you.
    • TASKS NOT ASSIGNED TO ME
      . Lists tasks that are not assigned to you. These tasks belong to investments that include you as a team member.
  4. Select the check boxes next to the tasks that you want to add to the timesheet. Click Add to select more, or click Add and Close at the top of the page.
Edit Timesheet Details
With the timesheet open, click a task line item to display the line item details in a fly out window. From the Details tab, you can accomplish the following tasks:
  • Edit the task details and update the timesheet grid with the latest details.
  • Duplicate the task line item to create another line item.
  • Delete the task line item and update the grid with the change.
  • Add notes for the line item. A notes indicator appears on the Notes tab and on the line item in the grid.
To remove multiple task line items from your timesheet, click -Work. Select the check boxes for the line items that you want to delete and click Delete and Close.
Enter Hours on a Timesheet
Record the hours that you worked each day on specific task assignments. When you have completed all timesheet entries, click Submit. Your submitted timesheet goes to your manager for approval. The status of the timesheet is 
Submitted
 until your manager approves or returns the timesheet.
If your administrator configured your time entry unit as days, your timesheets show and you record your time in days.
Timesheets and Non-Working Days
As a team member, your personal calendar might include non-working days. Non-working days are indicated with a gray column in the timesheets. You can enter an amount in the column for the non-working days.
Timesheets and Non-Project Related Work (Holiday, Personal Leave, Vacation Time)
Your project manager and resource manager can set up an Other Work investment type in Classic
CA PPM
 to track non-project hours. When the Other Work investment type is set up for you, you can select it as a work item and you can record your holiday, personal leave, and vacation time for that line item on your timesheet. You can record this time on a non-working day. You can also record this time on a regular working day, as long as you did not change your personal calendar and mark that day as a non-working day.
If you have any difficulties recording your non-project related work, contact your project manager and resource manager.
Timesheets and Estimate to Complete (ETC)
Your timesheet may contain an ETC (estimate to complete) column if your administrator included this column for your timesheet. An ETC becomes a pending ETC when you (the timesheet owner) override the ETC value on the timesheet ETC field.
Example: Pending ETC
A timesheet has a task with an ETC of 10.5 hours. The timesheet owner wants to indicate that there is more work for the task and wants to increase the ETC to 20 hours. The timesheet owner enters 20 and overrides the original 10.5 hours. As a result, the color for the number changes to bold and blue. When the timesheet owner hovers the cursor over the number, they see the original ETC value. The project manager can either accept or reject the pending ETC in Classic 
CA PPM
.
Tracked Time and Percent of Project Time
Two gauges at the top of a timesheet show the tracked time and percentage of project time for the current timesheet time period.
  • Tracked time shows the total tracked hours or days. Tracked time is the time that is entered in the timesheet out of the total available work time for the timesheet. When the total tracked time is greater than the total available work time, the gauge color changes to red.
    Example
    : A resource has an eight-hour workday, and the total work time is 40 hours. If the resource enters 20 hours on their timesheet, then the tracked time gauge shows 20 hours and the gauge fills up to 50 percent. The tracked time gauge shows hours or days based on system settings.
  • Project Time shows the percent of the tracked time (actual hours or days) that is project time. The percentage of the number of hours (or days) booked on a Project investment type as opposed to the number of hours (or days) booked on other investment types.
    Example
    : The gauge shows 75 percent of Project Time when 30 hours are entered for project investments and 10 hours are entered for other investment types such as Ideas, Assets, Applications, Products, Services, or Other Work.
Add Timesheet Notes
Timesheet notes allow users and approvers to have a conversation about a specific timesheet. You can add a note for the entire timesheet or for specific timesheet line items. You can do the following:
  • Display existing notes
  • Edit notes (the user who added the note can edit it)
  • Respond to notes
  • Delete notes
Follow these steps:
  1. Open your timesheet.
  2. Click NOTES at the top of your timesheet to add a note or to view the existing notes for the timesheet.
  3. When there are existing notes on a timesheet line item, click the notes indicator for the line item to view or add more notes.
  4. When there are no existing notes, click the task name for a specific timesheet line item and select the Notes tab to add a note.
  5. Hover over an existing note and select the Edit or Delete icon to edit or delete a note.
Use Input Type and Charge Codes on a Timesheet for Payroll
Input type and charge codes are used for payroll purposes. If your company uses these codes (or User Value 1 and User Value 2 attributes), your project manager can make them available to you in your timesheets.
Follow these steps:
  1. Open your timesheet.
  2. Click in the Input Type Code or Charge Code column (or User Value 1, User Value 2 column) for a specific timesheet entry.
  3. Begin typing the name of the Input Type Code or Charge Code and select from the list of codes that displays.
: You can also view and modify timesheet codes by clicking the task name for a specific timesheet line item.
Return a Previously Submitted Timesheet
To return a previously submitted timesheet, open the timesheet and click Return
.
You can now edit the timesheet and re-submit it for approval by your resource manager. As a team member, you cannot return an approved timesheet unless you have timesheet approval rights for your timesheets. For posted timesheets, you can create adjustments.
Correct a Returned Timesheet
When your resource manager returns a timesheet to you to be corrected, you receive a notification. How you are notified depends on your account settings.
Follow these steps:
  1. Access your returned timesheet. For example, click the link in the email from your manager.
    Your returned timesheet may have notes from your resource manager about what to correct.
  2. Make the necessary corrections to your timesheet.
  3. Submit your corrected timesheet for approval.
    Your resource manager is notified that the corrected timesheet is ready for their review and approval.
Adjust an Approved and Posted Timesheet
After your resource manager approves your submitted timesheet, the actual time data is posted in
CA PPM
. You can adjust a posted timesheet to correct any time entry errors for tasks. Both the project and the tasks must remain open for time entry and the project must be active.
Note:
The inactive tasks on your timesheet appear as read-only.
Follow these steps:
  1. Open the posted timesheet and click Adjust.
  2. Make your changes and click Submit.
Once you create an adjustment timesheet, a second timesheet appears in the same time period. It has the "current" prefix next to it as shown in the following image. You can also see the previously posted timesheet that is being replaced (it does not have the "current" prefix).
 The image displays an adjustment timesheet.
To cancel the adjustment and return to the original posted timesheet, click Delete Adjustment. You can return to the read-only original timesheet by selecting it from the drop-down list. You can delete an adjustment only if it is in an Open or Returned state. After you submit an adjustment, you cannot delete it without first returning it.