Time inquiry

The legal company for which the employee time records are to be selected.

Use this field to filter for employee time records for a budget site, which will be a financial site, or for a task site, which will be an operational site. Type in or select a specific site code or to include all sites, leave blank.

The user for which employee time records are to be selected.

 This user must be enabled for recording time against projects. That is, the Time entry checkbox on their user record is selected.

This field displays the code that represents the unit of time in which labor is measured for this project, or activity.

Filter for results for a specific period of time. For a single day, enter the same date in the Start date and End date fields. The Start date and End date fields are both mandatory.

The time category (for example, overtime, double time, travel time) for which the employee time records are to be selected. Leave blank to include all time categories.

Filter for results within a range of project codes. For a single project, enter the same project code in the From project and To project fields. The content can be one of the following:

• A project code.
• A project code and a project budget code.
• A project code and a project task code, that is a labor task code, or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (the link is to the project cost structure).

 This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

Select this checkbox to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this checkbox clear.

If the value of the From / To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

Select this checkbox to filter the employee time records to be selected by the current status (work in progress) of the time entry. The following stages are associated with the processing cycle of a time entry record:

• New / Awaiting validation, for a new time entry.
• Validated, if the time entry is complete and has been validated, or a new time entry has been created at Validated status (the PJMTIMAUTO-Time entry auto. validation parameter (TC chapter, PJM group) is set to Yes).
  Validation that the time recorded is correct is usually made by the employee or user that entered the time entry record, or by a time entry administrator.
• Controlled, if the time entry is complete and has been validated and controlled.
  All time entry records must be "controlled" before they can be approved if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory. The "control" phase is usually carried out by a project manager, or a project administrator. Whatever the role of the time entry record administrator, they must be authorized as such in their user record. See Note below.
• Approved, if the time entry is complete and has been validated and controlled (optional phase), and is approved for posting.
  Approval of a time entry is usually made by a project manager, or a project administrator.
• Posted, if the time entry is complete, and has been validated and controlled, approved, and posted.
• Rejected, if the time entry is complete and has been validated, and then rejected.
  Rejected time entries are redisplayed in the Time entry (PJMTE) and Weekly timesheet (PJMTEW) functions for correction.

 All time entry records must first be validated then controlled (mandatory if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set) before they can be approved then posted. Authorization for each stage of the processing cycle of a time entry record is controlled by the user record, as follows:

The Time entry checkbox must be selected to enter and validate your own labor time.

The Time entry checkbox and the Time entry administrator checkbox must be selected to enter labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 4 to "validate" labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 5 to "control", and option 6 to "approve" labor time.

To "reject" a time entry line, the assigned function profile must be authorized for function PTEVAL (Time approval) with option 7.

The user code against which employee time records have been entered.

 This user is enabled for recording time against projects. That is, the Time entry checkbox on their user record is selected.

This field displays the name defined on this employee's user record.

This field displays the amount of time this employee entered against a specific activity on a specific date. Time can be entered against a project, a task, a task operation, and against a specific budget code, and for non-project activities such as training or annual leave.

This field displays the code that applies to the unit of time in which this labor time was recorded.

This field displays the specific date this labor time was carried out by this employee. Time can be entered against a project, a task, an operation, for a specific budget code, and for non-project activities such as training, or annual leave.

This field displays the code of a particular project or job your company is working on.

This field displays the description of the particular project or job.

This field displays the specific budget code for the displayed project against which this labor time was recorded. Each budget code represents a financial phase of a project.

This field displays the description of the budget code.

This field displays the specific task code for the displayed project against which this labor time was recorded. Each task code corresponds with an operational phase of a project.

This field displays the description of the task operation.

This field displays the specific task operation sequence number against which this employee's labor time was recorded.

This field displays the description of the task operation sequence number.

This field displays labor time spent on a specific date against a project in the unit of time defined in the search criteria (Home section).

This field displays the code of the unit of time defined in the search criteria.

This field displays the total time planned or estimated for this task operation for this project. The quantity is expressed in the time unit.

This field displays the total time consumed by all employees (the aggregated time) against this task or task operation. The quantity is expressed in the time unit.

This field displays the total remaining time (planned time - consumed time) to be consumed against this task or task operation. The quantity is expressed in the time unit.

This field displays the total time planned (estimated) for this particular employee for this task operation in this project. The quantity is expressed in the time unit.

This field displays the total time consumed by this particular employee against this task operation in this project. The quantity is expressed in the time unit.

This field displays the total remaining time (planned time - consumed time) to be consumed by this employee against this task operation in this project. The quantity is expressed in the time unit.

This field displays the project cost type against which this employee's labor time was recorded.

 Project cost types define types of cost that can affect a project such as raw materials, labor costs and indirect costs. The following rules are applied to time entry records to assign the project cost type:

• If a link with a work center is established, the cost type defined on the operation resource (work center record) is assigned.
• If a link is established at the task category level, the cost type defined on the task category is assigned.
• If a link with a work center or task category fails, the link is established at the user level and the cost type defined on the user record is assigned.

 The Project overview function (PJMOVE) uses this cost type to calculate actuals.

This field displays the cost type against which this employee's labor time was recorded.

 Project cost types define types of cost that can affect a project such as labor costs. This employee cost type is defined on this employee's user record. If the user cost type is blank, the cost type is defined on the project, or if the user cost type is blank and the project cost type is blank, the cost type is defined in the PCCCOD-Default labor cost type parameter (TC chapter, PJM group).

This field displays the specific time category (for example, overtime, double time, travel time) against which this employee's labor time was recorded.

This field displays the current work in progress status of this time record. The following stages are associated with the processing cycle of a time entry record:

• New / Awaiting validation, for a new time entry.
• Validated, if the time entry is complete and has been validated, or a new time entry has been created at Validated status (the PJMTIMAUTO-Time entry auto. validation parameter (TC chapter, PJM group) is set to Yes).
  Validation that the time recorded is correct is usually made by the employee or user that entered the time entry record, or by a time entry administrator.
• Controlled, if the time entry is complete and has been validated and controlled.
  All time entry records must be "controlled" before they can be approved if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory. The "control" phase is usually carried out by a project manager, or a project administrator. Whatever the role of the time entry record administrator, they must be authorized as such in their user record. See Note below.
• Approved, if the time entry is complete and has been validated and controlled (optional phase), and is approved for posting.
  Approval of a time entry is usually made by a project manager, or a project administrator.
• Posted, if the time entry is complete, and has been validated and controlled, approved, and posted.
• Rejected, if the time entry is complete and has been validated, and then rejected.
  Rejected time entries are redisplayed in the Time entry (PJMTE) and Weekly timesheet (PJMTEW) functions for correction.

 All time entry records must first be validated then controlled (mandatory if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set) before they can be approved then posted. Authorization for each stage of the processing cycle of a time entry record is controlled by the user record, as follows:

The Time entry checkbox must be selected to enter and validate your own labor time.

The Time entry checkbox and the Time entry administrator checkbox must be selected to enter labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 4 to "validate" labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 5 to "control", and option 6 to "approve" labor time.

To "reject" a time entry line, the assigned function profile must be authorized for function PTEVAL (Time approval) with option 7.

This field displays the site from which this project is managed.

This field is only populated if this time entry line is at Posted status. It displays the journal number generated when this time entry line was posted as a cost against a project.

Select Journal from the Actions icon to view the journal details for the journal generated when this time entry line was posted. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only 1 transaction has been set up you are not offered a choice, the default entry screen is displayed.

 This action is only available for a posted time entry line.

Select the Search action to load the list of time entry lines that meet the entered selection criteria.

The maximum number of lines displayed is defined in the Inquiry screens function for code PTE.

The legal company for which the employee time records are to be selected.

Use this field to filter for employee time records for a budget site, which will be a financial site, or for a task site, which will be an operational site. Type in or select a specific site code or to include all sites, leave blank.

The user for which employee time records are to be selected.

 This user must be enabled for recording time against projects. That is, the Time entry checkbox on their user record is selected.

This field displays the time unit as specified on the task operation on the project, but can be amended.

Filter for results within a range of project codes. For a single project, enter the same project code in the From project and To project fields. The content can be one of the following:

• A project code.
• A project code and a project budget code.
• A project code and a project task code, that is a labor task code, or a combined (mixed) labor and material task code.

If the value of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project budget structure or the project operational (task) structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (the link is to the project cost structure).

 This field is populated by default with the project code if you accessed this function directly from the project. If you accessed this function from the project structure the project code and project budget/task code is displayed accordingly.

Select this checkbox to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this checkbox clear.

If the value of the From / To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".

Filter for results for a specific period of time. For a single day, enter the same date in the Start date and End date fields. The Start date and End date fields are both mandatory.

Filter the results for a specific task operation sequence number in the selected project(s). Leave blank to include all operation sequence numbers for the selected project(s).

Select this checkbox to filter the employee time records to be selected by the current status (work in progress) of the time entry. The following stages are associated with the processing cycle of a time entry record:

• New / Awaiting validation, for a new time entry.
• Validated, if the time entry is complete and has been validated, or a new time entry has been created at Validated status (the PJMTIMAUTO-Time entry auto. validation parameter (TC chapter, PJM group) is set to Yes).
  Validation that the time recorded is correct is usually made by the employee or user that entered the time entry record, or by a time entry administrator.
• Controlled, if the time entry is complete and has been validated and controlled.
  All time entry records must be "controlled" before they can be approved if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory. The "control" phase is usually carried out by a project manager, or a project administrator. Whatever the role of the time entry record administrator, they must be authorized as such in their user record. See Note below.
• Approved, if the time entry is complete and has been validated and controlled (optional phase), and is approved for posting.
  Approval of a time entry is usually made by a project manager, or a project administrator.
• Posted, if the time entry is complete, and has been validated and controlled, approved, and posted.
• Rejected, if the time entry is complete and has been validated, and then rejected.
  Rejected time entries are redisplayed in the Time entry (PJMTE) and Weekly timesheet (PJMTEW) functions for correction.

 All time entry records must first be validated then controlled (mandatory if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set) before they can be approved then posted. Authorization for each stage of the processing cycle of a time entry record is controlled by the user record, as follows:

The Time entry checkbox must be selected to enter and validate your own labor time.

The Time entry checkbox and the Time entry administrator checkbox must be selected to enter labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 4 to "validate" labor time for a different user.

The assigned function profile must be authorized for function PTEVAL (Time approval) with option 5 to "control", and option 6 to "approve" labor time.

To "reject" a time entry line, the assigned function profile must be authorized for function PTEVAL (Time approval) with option 7.

The time category (for example, overtime, double time, travel time) for which the employee time records are to be selected. Leave blank to include all time categories.

Filter the results for a specific project cost type. Leave blank to include all project cost types.

 Project cost types define types of cost that can affect a project such as raw materials, labor costs and indirect costs. The following rules are applied to time entry records to assign the project cost type:

• If a link with a work center is established, the cost type defined on the operation resource (work center record) is assigned.
• If a link is established at the task category level, the cost type defined on the task category is assigned.
• If a link with a work center or task category fails, the link is established at the user level and the cost type defined on the user record is assigned.
  
  

Filter the results for a specific employee cost type. Leave blank to include all cost types.

 Project cost types define types of cost that can affect a project such as labor costs. The cost type is defined on the employee's user record. If the user cost type is blank, the cost type is defined on the project, or if the user cost type is blank and the project cost type is blank, the cost type is defined in the PCCCOD-Default labor cost type parameter (TC chapter, PJM group).