Use this screen to enter and edit labor cost and timesheet-related data for individual employees. The timesheet is important because it is the only source of labor entered into Costpoint. The labor accounts that the employee charges on the timesheet are posted through Labor Distribution to the General Ledger (the Post Labor screen).
Use this screen to enter summary timesheet data representing several days or a complete timesheet period. You can also use this screen to enter daily timesheet data. In this case, you enter one day per timesheet page, using the timesheet date to specify the day being entered. If entering several days of timesheet data (summary), you normally enter the last day for the period being entered as the timesheet date.
Costpoint provides a number of options for the treatment of overtime. The options offered depend on several factors, such as whether the overtime is compensated or uncompensated. For example, using the Auto Adjust feature, you can adjust the employees' timesheet labor cost to the amount that they are paid (as is the case with uncompensated overtime). You can do this on an individual timesheet basis or for all timesheets being entered.
You can handle compensated overtime in a variety of ways. You can charge overtime on a line-by-line basis on the timesheet using pay types that are designated as overtime pay types. You can charge all the hours worked to regular pay types, and use the Recast Overtime Premium to Timesheet Lines screen to charge overtime pay types on a line-by-line basis and have the premium portion charged to a different timesheet line on a "batch" basis. Set up and use the Recast Overtime Premium to Timesheet Lines screen to create new timesheet lines that back out, and charge to a different timesheet line the premium portion of the overtime charged on the timesheet. This can be useful for projects that do not allow overtime premium charges.
The calculation of overtime hours is controlled by one of two screens, the Manage Overtime Rules by State and the Manage Overtime Rules by Location. These tables specify whether overtime hours are to be based upon the number of hours worked in a day or the number of hours worked in a week. Daily timesheets are required for accurate calculations if the state or location overtime rule specifies that overtime hours are based upon the number of hours worked in a day.
Labor only timesheets can calculate labor costs based on the reference date of the Regular timesheet, if the Use Reference Date in Correcting and Labor Only Timsheets check box is selected on the Configure Labor Settings screen.
Not all of the fields in this screen are required. You can rearrange the table window columns to present the columns in the order that is most useful to you.
You can enter timesheets on a daily, weekly, bi-weekly, semi-monthly, or monthly basis.
Multi-state functionality has been added to a number of applications. This functionality enables the proper calculation of withholdings for employee who work in multiple states during a single pay period. This application contains new defaults and validations for withholdings, if the employee's pay cycle is associated with multi-state withholdings.
This screen has two tabs:
Timesheet Header — Use this tab to enter the total hours and the accounting period of the timesheet. This tab also displays employee data, timesheet line totals, timesheet status, and reference information.
Entry Information — Use this tab to assign a batch to a timesheet. You can also view the timesheet entry details on this tab.
Use the fields in this group box to enter the timesheet date, timesheet type, timesheet sequence number, and the employee ID.
Enter, or click 
to select, the ending date for the timesheet's period. This date can represent a period of time, such as a week, or it can represent a single day. Enter the date in MM/DD/YYYY format. You can enter only those timesheets with a timesheet date falling in an open timesheet period. To enter a timesheet with a date in a closed timesheet period, you must first open that timesheet period (select the Open check box) on the Manage Timesheet Periods screen.
Enter, or click 
to select, the employee ID that uniquely identifies the employee.
From the drop-down list to select the type of timesheet being entered or displayed. Valid options are:
Regular — This type of timesheet is most commonly used to enter employee hours. Use this to enter the employee's regular or original timesheet each timesheet period. Normally, you enter Regular timesheets first (before any related corrections). This field may already contain one of the following values because these timesheet types can be generated only by other applications in Costpoint:
Bonus — This type of timesheet combines the Net Difference Correction timesheet, either in the current or next pay period, with a Regular timesheet to increase or decrease gross pay. You can also use additional Regular type timesheets to make corrections by increasing the sequence number. This way, the original timesheet date is tied to the second (correcting) Regular timesheet date. This works best if the original Regular timesheet has not been purged from the Labor Distribution table. If it has been purged, the Correcting type timesheet is preferred.
Labor Only — Use this type of correcting timesheet for labor reclassifications. These are ignored when payroll is created. The total hours and dollars on Labor Only timesheets in most cases nets to zero, but you can still enter them. If the hours and/or dollars do not net to zero, Costpoint displays an error or a warning message, depending on your selection in the Labor-Only Timesheet with Net Hours Not Equal to Zero Options group box on the Configure Labor Settings screen.
Correcting — You normally use this type of timesheet whenever a timesheet error is discovered that affects the employee's pay. You typically use these timesheets after the timesheet can no longer be directly edited, such as after it has been posted to the G/L or Payroll or computed to Leave or Payroll. If you select the Correcting type timesheet, you can enter a reference date in the Ref Date field. You can enter up to 99 timesheets for the same combination of employee ID, date, and type. The sequence number provides the unique identification. Therefore, it may not be necessary to enter a correcting timesheet type within the same timesheet period.
D-Correcting — This timesheet type indicates that the timesheet was created by the Enter Correcting Timesheets application. This is the timesheet that was created to replace the original timesheet.
N-Reversing — This timesheet type indicates that the timesheet was created by the Enter Correcting Timesheets application. This is the timesheet that reversed the original timesheet.
Labor Susp — This type is not available for use on this screen.
Leave Payout — This timesheet type indicates that the timesheet was created by the Create Leave Payout Timesheets application. These timesheets are used to pay leave balances for terminated employees.
Enter the sequence number in this numeric field. Use this field to provide a unique identification for the combination of employee ID, timesheet date, and timesheet type. You can have a maximum of 99 separate sequence numbers for any combination of the employee ID, timesheet date, and correcting (C) timesheet type. You can have a maximum of nine separate sequence numbers for any combination of the employee ID, timesheet date, and non-correcting timesheet type.
Click 
to initialize this table. Enter up to 999 timesheet lines on any one timesheet. If more than 999 lines are required, additional sequence numbers can be used for the same employee ID, timesheet date, and type. Click the Default Line button to refresh the entire line, using the values on the Default tab of the Manage Employee Information screen. You can also set up several other screens so that certain projects can be associated with different defaults. (See the documentation for the Project column for more information.)
This non-editable field displays the sequential number of each timesheet line. The screen you see accepts the first four timesheet detail lines. If employees have more charges on their timesheets, you can scroll down (or up) using the arrow keys on the right side of the screen. Timesheet lines remain in the order in which they are entered, and lines with the same account number are not combined.
Enter, or click to select, an alphanumeric character type code for the timesheet line. This is a required field. When entering timesheets, valid system-defined options for this field are A, L, B, M, and S. You can also assign default values to Line Types 1-9 on the Manage Employee Timesheet Line Type Defaults and/or Manage Timesheet Line Type Default screens. If you set up default values, you can enter that line type number in this column. The default is the A (Account/Org) type and allows entry of all the fields discussed above. The L (Leave Memo) pertains to making entries that have no labor cost associated, but that have data related to tracking leave hours used. This type is useful when tracking Family Medical Leave Act leave usage. This timesheet line type is processed to the Leave files, but is not processed by the Labor Distribution Posting. The B (Account/Org/Leave Acct) type pertains to making entries for employees who have accrued leave but have a current Status of Family Medical Leave on the Manage Employee Information screen. This type is also used to track Family Medical Leave. The M represents a manufacturing order timesheet line. If you select M, a dialog box appears, requiring you to enter a manufacturing order number; you can click to select the appropriate choice for this manufacturing order number. The S is used for Sales Order. If you select S, a dialog box appears, requiring you to enter a sales order, release, and sales order line number. The system creates a C type (Cash in Lieu of Fringe Benefit) when a fringe line is created while using the Wage Determination Rates feature. Costpoint creates a V type (Standard Variance) when calculating and applying variance to the timesheet line. Both C and V types cannot be manually changed.
You can assign default values to Line Types 1-9 on the Manage Employee Timesheet Line Type Defaults and/or Manage Timesheet Line Type Default screens. If you have set up default values, you can enter that line type number in this column.
A line type of V represents a standard variance timesheet line. You can generate a V type line only by clicking the Standard Variance button. (You cannot manually enter a line type of V).
After you enter the line type, Costpoint imports from two levels of defaults (from two screens) associated with the line type.
Level 1: Manage Employee Timesheet Line Type Defaults
On this screen, you can set up default pay types, accounts, and/or organizations for timesheet line types 1 - 9, for specific employees. Costpoint uses this level when there are either no other projects or levels of defaults already set up; the information entered here is overwritten when you enter a project and other defaults are found. This is the first level of defaults imported when you enter a timesheet line type for a timesheet line.
Level 2: Manage Timesheet Line Type Default Settings
On this screen, you can set up the company-wide default pay types, accounts, and/or organizations for specific timesheet line types. Costpoint uses this level when there are either no other projects or levels of defaults already set up. The information entered here is overwritten when you enter a project and other defaults are found. This is the second level of defaults imported when you enter a timesheet line type for a timesheet line.
For M type lines, the defaulting account will be based on the Account Default Method that you select in the Manufacturing Order Timesheet Lines group box of the Configure Labor Settings screen.
Enter, or click to select a project. After you enter the project, or tab through the Project field, you will be given the option of importing timesheet line data from 10 levels of defaults (from 10 screens) associated with the project and/or employee.
Level 1: Assign PLC to Employee Work Force subtask of Manage Project Work Force
Use this screen in Project domain to assign a PLC and employee to a specific project. The PLC must have been set up on the Manage Project Labor Categories screen before you can assign it. You must assign the employee to the project on the Manage Project Work Force screen before you can assign him to the PLC and Project. This is the first level of defaults imported when you enter a project on a timesheet line. Only the PLC will default from this screen.
If the employee and project are linked to a PLC, the PLC selected as Default PLC will load in the timesheet line.
Use this screen to set up defaults for a timesheet line based on a project for a specific employee. This is the second level of defaults imported when you enter a project on the timesheet line. If the system finds a default PLC on the Assign PLC to Employee Work Force subtask of Manage Project Work Force, it will use that PLC instead of the data entered here.
Use this screen to set up defaults for a timesheet line based on projects for a specific employee. This is the third level of defaults imported when a project is entered on a timesheet line. If you have entered information in any of the default fields on the Assign PLC to Employee Work Force subtask of Manage Project Work Force or Manage Employee Project Timesheet Defaults screens, that information is used instead of the data entered here.
Use this function 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 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 Assign PLC to Employee Work Force subtask of Manage Project Work Force, Manage Employee Project Timesheet Defaults, or Manage Employee Proj-Acct-Group Timesheet Defaults screens, that information is used instead of the data entered here.
Level 5: Manage Project Timesheet Defaults
Use this function to set up defaults for a timesheet line based on a project. This is the fifth level of default imported when you enter a project on a timesheet line. If you have entered information in any of the default fields on the Assign PLC to Employee Work Force subtask of Manage Project Work Force, Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Group Timesheet Defaults, or Manage Labor-Group Proj-Acct-Group Timesheet Defaults screens, that information is used instead of the data entered here.
Level 6: Defaults tab of Manage Employee Information
Use this subtask in Costpoint Employee to set up default-related data concerning the employees processed by Costpoint Labor. The Defaults subtask is the sixth level of default imported when you enter a project on a timesheet line. If you have entered information in any of the default fields on the Assign PLC to Employee Work Force subtask of Manage Project Work Force, Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Group Timesheet Defaults, Manage Labor-Group Proj-Acct-Group Timesheet Defaults, or the Manage Project Timesheet Defaults, that information is used instead of the data entered here.
Level 7: Manage Salary Information
Use this application in Costpoint Employee to establish default PLC and GLC codes. This is the seventh level of default imported when you enter a project on the timesheet line. If you have entered a default PLC or GLC on the Assign PLC to Employee Work Force subtask of Manage Project Work Force, Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Group Timesheet Defaults, Manage Labor-Group Proj-Acct-Group Timesheet Defaults, Manage Project Timesheet Defaults, Link GLC to Project PLC subtask of Link Project Labor Categories to Projects, or Defaults tab of Manage Employee Information screens, they are used instead of the data entered here. Only the PLC or GLC will default from this screen.
Level 8: Link GLC to Project PLC subtask of Link Project Labor Categories to Projects
Use this screen in Costpoint Project Setup to provide the linkage between the General Labor Categories (GLCs) and PLC for a specific project. The PLC must already be assigned to a project on the Assign PLC to Projects screen (in Costpoint Project Setup) before you can link it here. This is the eighth level of default imported when you enter a project on the timesheet line. If you have entered a default PLC on the Assign PLC to Employee Work Force subtask of Manage Project Work Force, Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Group Timesheet Defaults, or Manage Labor-Group Proj-Acct-Group Timesheet Defaults screens, that PLC is used instead of the PLC entered here. Only the PLC will default from this screen.
Level 9: Manage General Labor Categories
Use this screen to establish the General Labor Category (GLC) codes and related descriptions. This is the eighth level of default that is imported when you enter a project on the timesheet line. If you have entered a default GLC on the Link GLC to Project PLC subtask of Link Project Labor Categories to Projects screen, that GLC defaults if the PLC is entered for the timesheet line. Otherwise, the employee's assigned GLC from the Defaults Tab of the Manage Employee Information screen defaults.
Level 10: Defaults group box of Configure Labor Settings
Use this group box to enter a default Timesheet Cycle, Worker's Comp, or a Pay Type. This is the 10th level of defaults imported when you enter a project on the timesheet line. If you have entered information in any of the default fields on the Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Group Timesheet Defaults, Manage Labor-Group Proj-Acct-Group Timesheet Defaults screens, Manage Project Timesheet Defaults, or Defaults Tab of the Manage Employee Information screens, that information is used instead of the data entered here.
In addition, one of two combination edits is required depending on the setting of the Validate Project Charging by Organizations check box on the Configure Project Settings screen. If you selected the check box, the combination of account, organization, and project number must be set up on Account/Org Links subtask of the Manage Project User Flow. If you did not select the check box, only the account and organization combination must be set up.
In both combination edits above, the Active column for the Account/Org must be Y on the Link Accounts/Organizations screen.
This field displays the project name.
Enter, or click to select, the project abbreviation. If you have already entered a project ID for the timesheet line, this field displays the project's project abbreviation from the Manage Project User Flow.
Enter, or click to select, the project account abbreviation. If you have already entered a project ID for the timesheet line, entering a project account abbreviation automatically defaults with the account ID.
Enter, or click to select the General Ledger account to which the time and labor cost on each timesheet line is charged. In order to charge time to a given account, it must already be set up in the General Ledger Chart of Accounts.
You can charge labor to a labor-related account type on the timesheet line, but any account is accepted, provided the following conditions are met:
The account is in the Chart of Accounts on the Manage Accounts screen,
The Detail check box is selected (is a detail account) on the Manage Accounts screen,
The Active check box is selected on the Manage Accounts screen,
The Fiscal Year and Period on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods fields for the account,
The account entry group related to this account specifies that the Manage Timesheets screen is enabled (see the Configure Account Entry Groups screen), and
The account is linked to a Function Code of BAL, LABOR, NON-LABOR, UNALLOW-LABOR, or UNALLOW-NONLABR for the project's Account Group code on the Manage Project Account Groups screen.
This non-editable field displays the account name associated with the Account number entered on this timesheet line.
Enter, or click to select, the organization to charge this timesheet line. This is a required field and the combination of account and organization must be valid. The edits performed on the organization are:
The organization must be in the Organization table (see the Manage Organization Structures screen and the Manage Organization Elements screen),
The Active check box has been selected on the Manage Organization Elements screen, and
The fiscal year and period number on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods fields.
As stated earlier, the combination of organization and account on the timesheet line also needs to be validated. This validation occurs when you save (after you enter all timesheet data). The validation of the combination of account and organization combination is:
The organization/account must exist in the Organization/Account table (see the Link Accounts/Organizations screen).
If the Active table window column for the account is set to Y (this column is not selected unless both the organization and account were active), and the Fiscal Year and Period on the timesheet fall within the range of the Starting Fiscal Year/Periods and Ending Fiscal Year/Periods columns in the table window for the account (and organization combination).
If the timesheet line type is M (Manufacturing order) and the Organization Default Method on the Configure Labor Settings screen is Employee Home Org, this field is automatically populated with the employee's home organization when you close the Manufacturing Order Timesheet Information subtask.
If the Organization Default Method is MO Org, and the Account is the manufacturing order's WIP Labor Account, this field is automatically populated with the manufacturing order's WIP Direct Labor Organization when you close the Manufacturing Order Timesheet Information subtask.
If the Organization Default Method is MO Org, and the Account is the manufacturing order's WIP Misc 1 Account, this field is automatically populated with the manufacturing order's WIP Direct Misc 1 Organization when you close the Manufacturing Order Timesheet Information subtask.
If the Organization Default Method is MO Org, and the Account is the manufacturing order's WIP Misc 2 Account, this field is automatically populated with the manufacturing order's WIP Direct Misc 2 Organization when you close the Manufacturing Order Timesheet Information subtask.
This field displays the organization name.
Enter, or click to select, the organization abbreviation.
Enter, or click to change, the pay type code for this timesheet line.
Enter the hours that the employee worked for this timesheet line, if appropriate. Any hours entered in this field also update the Entered Hours column. If a cost-only pay type is charged, this field (Hours) is zeroed out after entry. However, the Entered Hours field retains these hours. Hours can be entered at zero if dollars and not hours are to be charged (hourly rate corrections, for example).
Costpoint automatically computes the amount (labor cost) for each timesheet line. Labor cost is not displayed if labor suppression is in effect. Labor cost is calculated in a variety of ways, depending on the system settings in effect.
Costpoint determines the hourly rate (pay rate) to use for the employee by checking certain settings. If the Configure Labor Settings screen has the Enable check box selected for using standard rates, Employee Salary Information can have an effective rate. This is used in place of the employee's hourly rate. Standard rates are used only for Salaried Fixed employees (see the documentation for the Manage Employee Salary Information screen). It is an alternative method of handling salaried employee's uncompensated overtime. The timesheet date is also compared to the Effective Date on the Manage Employee Salary Information screen, so that the correct line on the Employee Salary Information table is used to determine labor costs.
If you selected the Enable Wage Determination Feature check box on the Configure Labor Settings screen and the employee is charging to a project number that has a Wage Determination (WD) record established (see the documentation for the Manage Wage Determination Rates screen) and for the appropriate GLC, location, labor group/union, and effective date, the rate for that WD record can be used. The WD record relates to the fields defined for the unique combination of project, location, labor category, and for labor group/union and effective date. The project, location, labor category, and timesheet date (used to access the effective date) are part of the timesheet, and the labor group/union is assigned to each employee on the Manage Employee Salary Information screen.
Depending on the setting of the Hourly Rate Method on the Manage Wage Determination Rates screen, Costpoint can use this rate per hour to calculate the timesheet line labor cost. If you have selected the Override method in the WD record (Manage Wage Determination Rates screen), the associated Rate per Hour overrides all other rates to calculate the labor cost on the timesheet (that is, hours on the timesheet are multiplied by the Rate per Hour from the override record (and as adjusted by the pay type parameters)).
If the Use if Higher method has been set in the WD record (Manage Wage Determination Rates screen), the Hourly rate on the Manage Employee Salary Information screen for the employee (employee's rate) is first compared to Rate per Hour in the override record. If the override record Rate per Hour is higher than the employee's rate, the override rate is used. If not, the employee's rate is used to calculate labor cost: Hours on the timesheet are multiplied by the greater of:
The override record rate per hour
The employee's rate.
The WD table is not referenced for employees classified as Salaried Fixed or Salaried Fluctuating Hours. It applies only to hourly, non-exempt from the Fair Labor Standards Act, type employees (see the documentation for the Manage Employee Salary Information screen). Therefore, the WD table does not conflict with standard rates. This is a required field.
Once the hourly rate has been determined, the pay type code parameters must be taken into account. There are several parameters related to each pay type:
The Factor, which is a number, such as 1.5, that is multiplied by the hourly rate times the number of hours worked. The result is added to the labor cost.
The Amount, which is handled depending on the method specified in the Pay Type table:
Can be added to the labor cost calculation as a flat amount.
Can be computed by multiplying the Amount by the hours worked, and the result added to labor cost.
Can be computed by multiplying the Amount by the hours worked by the above Factor, and the result added to labor cost.
If you selected the Enable Union Functionality check box on the Configure Labor Settings screen, the Labor Cost is determined by multiplying the charge hours by the GLC Hourly Rate listed for that union and local set up on the Manage Union Profile Setup screen.
Another parameter that you can enter into the labor cost calculation is the Salaried and Overtime check boxes on the Manage Pay Types screen. If you selected both of these check boxes, timesheet lines containing this pay type are skipped by the Auto-Adjust calculation. In addition, cost-only timesheet lines, if combined with lines containing hours, are zeroed out by the Auto-Adjust function. Timesheets containing all cost-only (Pay Types) timesheet lines cannot be auto-adjusted.
If you selected the Allow Edit on GLC check box on the Configure Labor Settings screen, you can change the General Labor Category (GLC) code for this line. If you enter a GLC, the code must be present in the General Labor Category table. If you did not select the Allow Edit on GLC check box, you cannot change the GLC.
If you established authorized general labor categories (see the Assign GLCs to Employees screen) for this employee, a warning is issued at timesheet entry if the general labor category charged is not found (not authorized). If no authorized general labor categories are found for the affected employee, no validation is performed. This feature is similar to the Deltek System1 Skill Codes.
Enter the Project Labor Category (PLC) code to be used for billing purposes. This field can default from one of eight different tables:
Costpoint first uses the transaction project's setup to determine which project is used to default the PLC. If the transaction project has the Use Top Level Work Force check box selected on the Basic Info tab of the Manage Project User Flow, the transaction project's top level is used.
If the transaction project's Use Top Level Work Force check box is not selected, Costpoint then determines whether a source project is assigned to the transaction project. If a source project exists in the first row of the Define Rate Sequence table, that source project is used to determine the PLC default value.
If you did not select the Use Top Level Work Force check box and no source project exists for the transaction project, Costpoint uses the transaction project to determine the PLC default value.
Step 1: The first level of PLC default is the Assign PLC to Employee Work Force subtask of the Project Employee Work Force screen. If the project and employee exist in this screen, Costpoint inserts the PLC with a Defaults value of Y into the transaction. This screen is used as a basis for default whether or not the Project Work Force Required check box is selected on the Basic Info tab of the Manage Project User Flow. If a PLC default value is found, the search ends here; otherwise, the process continues.
Step 2: Costpoint then determines whether the project's Project Work Force Required check box is selected on the Basic Info tab of the Manage Project User Flow. If so, the search for a PLC default value ends here. If the check box is not selected, the process searches non-work force related screens for a PLC default value.
Step 3: If the transaction project, the employee, and a PLC default value exist on the Manage Employee Project Timesheet Defaults screen, Costpoint inserts the PLC in this screen into the transaction, and the default process ends here. If no PLC default exists in this screen, the process continues.
Step 4: If the transaction project's account group, the employee, and a PLC default value exist on the Manage Employee Proj-Acct-Group Timesheet Defaults screen, Costpoint inserts the PLC in this screen into the transaction, and the default process ends here. If no PLC default exists in this screen, the process continues.
Step 5: If the transaction project's account group, the employee's labor group, and a PLC default value exist on the Manage Labor-Group Proj-Acct-Group Timesheet Defaults screen, Costpoint inserts the PLC from this screen into the transaction, and the default process ends here. If no PLC default exists in this screen, the process continues.
Step 6: If the transaction project and a PLC default value exist on the Manage Project Timesheet Defaults screen, Costpoint inserts the PLC in this screen into the transaction, and the default process ends here. If no PLC default exists in this screen, the process continues.
Step 7: If the top level/source/transaction project, the transaction GLC, and a PLC default value exist on the Link GLC to Project PLC subtask of the Link Project Labor Categories to Projects screen, Costpoint inserts the PLC in this screen into the transaction, and the default process ends here. If no PLC default exists in this screen, the process continues.
Step 8: If the transaction GLC and a PLC default value exist on the Manage General Labor Categories screen, Costpoint inserts the PLC in this screen into the transaction.
Step 9: If a PLC default value exists for the employee on the Manage Employee Salary Information screen, Costpoint inserts the PLC in this screen into the transaction. This is the last level of PLC default.
The PLC field validation goes through the following steps (PLCs are required only for timesheet lines containing a project number):
Step 1: Costpoint determines whether a PLC is required for the transaction. If no project exists on the transaction, a PLC is not required and the validation process ends without error. If a PLC exists on the transaction but no project is specified, Costpoint prints an error message. If a project exists and no error occurs, the validation process continues to step 2.
Step 2: If you have selected the Project Work Force Required check box for the project on the Basic Info tab of the Project User Flow, the work force validations are done. Costpoint uses the appropriate project (top level, source, or transaction) to validate the employee against the work force. If the employee is not assigned to the appropriate work force, Costpoint prints an error message. If the employee is assigned to the appropriate work force, the validation process continues to the next step.
Step 3: If the top level/source/transaction project does not exist on the Link Project Labor Categories to Projects screen, the validation process ends without error. If the project does not exist on the Link Project Labor Categories to Projects screen, it means that all PLCs are linked to that project. If the project does exist on the Link Project Labor Categories to Projects screen, the validation process continues to the next step.
Step 4: If the PLC field is blank, Costpoint determines the project/account combination's Function Code on the Manage Project Account Groups screen. If the Function Code is Labor, Costpoint prints an error message to inform you that the PLC is required. If the Function Code is not Labor, the validation process ends without error. If the PLC field is not blank, the validation process continues to the next step.
Step 5: If the PLC field is not blank, the next step depends on the project's Project Work Force Required check box on the Basic Info tab of the Manage Project User Flow.
If you selected the Project Work Force Required check box for the project, the project/employee/PLC combination is validated against the Assign PLC to Employee Work Force subtask of the Project Employee Work Force screen. If the combination exists there, the validation process ends here without error. If the combination does not exist in this table, Costpoint prints an error message.
If the Project Work Force Required check box is not selected for the project, the project/PLC combination is validated against the Assign PLC to Projects table. If the combination exists there, the validation process ends here without error. If the combination does not exist in this table, Costpoint prints an error message.
If you enter a C Type (Correcting) timesheet and the Use Reference Date in Correcting Timesheets check box is selected in the Effective Bill Date Options group box on the Configure Labor Settings screen, the ref date defaults when you enter a valid PLC. If you do not select that check box, or if you enter an R Type (Regular) or B Type (Bonus) timesheet, the Effective Bill Date Options Default Method on the Configure Labor Settings screen is used to determine the effective bill date default. If the Effective Bill Date Options Default Method is Subperiod End Date, the last day of the timesheet header subperiod defaults when you enter a valid PLC. Otherwise, if the Effective Bill Date Options Default Method is Timesheet Date, the timesheet date defaults when you enter a valid PLC. You can edit the date, but it is not validated. This field is required if a PLC is specified on the timesheet line.
Enter 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, the Labor Location or Local code applicable to the work location. If you selected the Require Labor Location check box on the Configure Labor Settings screen, this is a required field. The default is provided by the Defaults tab of the Manage Employee User Flow. If you are using the Auto-OT feature, Costpoint uses this field to access the Overtime Rules by Location table. It is also a key field for the Wage Determination feature.
Enter, or click to select, the state withholding code that this timesheet line represents. This field is applicable only to union employees. If you selected the Enable Union Functionality check box on the Configure Labor Settings screen and the Union Employee check box 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 Profile Setup screen. The withholding state (for the union/project) defaults for the timesheet line based on the matching Union, Local code, and GLC that are assigned to the employee on the Manage Employee Salary Information screen. This is an optional field.
If you are a multi-state Payroll user (the Enable Multi-State Tax Withholding check box is selected on the Manage Pay Periods screen), Costpoint obtains the default withholding state using the following levels of default for the associated project:
Manage Employee Project Timesheet Defaults
Manage Employee Proj-Acct-Group Timesheet Defaults
Manage Labor-Group Proj-Acct-Group Timesheet Defaults
Manage Project Timesheet Defaults
Enter, or click to select, the locality withholding code that this timesheet line represents. This field is applicable only to union employees. If you selected the Enable Union Functionality check box on the Configure Labor Settings screen and the Union Employee check box is selected for the employee on the Basic Info tab of the Manage Project User Flow, this field automatically defaults with the indicated project's locality withholding code from the Manage Union Profile Setup screen. The locality withholding code (for the union/project) defaults for the timesheet line based on the matching Union, Local code, and GLC that are assigned to the employee on the Manage Employee Salary Information screen. This is an optional field.
If you are using workers' compensation codes, enter, or click to select, the workers' compensation code for this timesheet line. It is edited to determine that the code is in the Worker's Comp table.
Enter, or click to select, the fringe code to be used for this timesheet. This field does not display if you did not select the Enable Union Functionality check box on the Configure Labor Settings screen.
This non-editable field displays the hours entered on the timesheet line. If a cost-only pay type was charged, the Hours field is zeroed out. This field is updated by entries to the Hours field, but retains the original value entered.
Enter, or click to select, the reference number for the Reference 1 table. The field is edited to determine that the number is in the table. The column heading for this field can be adjusted to suit the needs of your company on the Configure General Ledger Settings screen.
Enter, or click to select, the reference number for the Reference 2 table. The field is edited to determine that the number is in the table. The column heading for this field can be adjusted to suit the needs of your company on the Configure General Ledger Settings screen.
Enter and update additional notes or text data related to an individual timesheet line.
Click this button to refresh or load all the field values that were set up for this employee on the Default tab of the Manage Employee Information screen for a given timesheet line. All the values are loaded at the same time. To use this feature you must be at the start of the timesheet line (or have focus on the timesheet line if you are using a mouse) and then click the button.
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, then 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, then click this button to populate the designated fields.
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Subtask |
Description |
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Manufacturing Order Timesheet Information |
Click this link to open the Manufacturing Order Timesheet Information subtask. This is enabled only if you have entered a timesheet line type of M in the Type column. You must enter a manufacturing order number; you can also enter an activity code, an operation sequence number, a step number, and a work center. To go back to this subtask later and change the data, click this link to reopen the subtask. |
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Sales Order Timesheet Information |
Click this link to open the Sales Order Timesheet Information subtask. This is enabled only if you have entered a timesheet line type of S in the Type column. You must enter a sales order, release, and sales order line number. To go back to this subtask later and change the data, click this link to reopen the subtask. |