Time approval

The company at which the projects are managed.

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. Enter or select a specific site code, or to include all sites, leave blank.

The site from which to select the employee time records.

The particular job role.

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

Filter for the parent, or source project codes to which you, or the defined employee are assigned. Enter or select a specific project code or to include all projects and non-project activities, leave blank.

Filter for results within a range of dates. For a single day, enter the same date in the Start date and End date fields. You can leave the Start date field blank to search all records to date.

Filter the employee time records to be selected by the current work in progress status of the time entry line. The following stages are associated with the validation process of a time entry record:

• Validated: The time entry line is complete and has been validated or a new time entry line 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: The time entry line is complete, and has been validated and controlled.
  All time entry records need to 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 manager or administrator, they need to be authorized as such in their function profile, as defined in their user record. See Note below.
• Approved: The time entry line is complete and has been validated and controlled (optional phase), and is approved for posting.
  Approval of a time entry line is usually made by a project manager or a project administrator.
• Rejected: The time entry line is complete and has been validated and then rejected.
  Rejected time entry lines are redisplayed in the Time entry (PJMTE) and Weekly timesheet functions (PJMTEW) for correction.

Select this checkbox if the status of this particular time entry line needs to be changed.

The current status of this validated time record. The following stages are associated with the validation cycle of a time entry record:

• Validated: The time entry line is complete and has been validated, or a new time entry line 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: The time entry line is complete and has been validated and controlled.
  All time entry records need to 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 manager or administrator, they need to be authorized as such in their function profile, as defined in their user record. See Note below.
• Approved: The time entry line is complete and has been validated and controlled (optional phase), and is approved for posting.
  Approval of a time entry line is usually made by a project manager or a project administrator.
• Rejected: The time entry line is complete and has been validated and then rejected.
  Rejected time entry lines are redisplayed in the Time entry (PJMTE) and Weekly timesheet functions (PJMTEW) for correction.

The user code that the employee time records are entered for.

The specific date that 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.

The code of a particular project or job your company is working on.

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

The specific task operation sequence number this employee's labor time was recorded against.

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

The description of the task operation sequence number.

The currency associated with the sales site (Sales site field) defined for the project. It cannot be changed after the project is created.

The code that applies to the unit of time for this labor time.

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.

The specific time category such as overtime, double time, or travel time this employee's labor time was recorded against.

The factor by which the labor rates defined in the Project labor rate (PJMCST) and Employee labor rate (CLBCST) fields for this time entry are multiplied. It's determined by the value of the Time category field (PTETYP). For example, it displays "1" if the time category is blank as this equates to standard working time or "2" if the defined time category equates to a rate to be paid at double standard working time. If set to "0" (zero), this time entry record will be valued at zero.

This rate multiplier is used in the Financial overview function (PJMFINOV0) (cost calculation) and in the Time posting function (PTELABPOS) to calculate the value of the associated journal entry line. The amount posted will be calculated using the appropriate formula:

• Time spent (PTEQTY field) x Project labor rate (PJMCST field) x Rate multiplier (PTETYPRAT field)
• Time spent (PTEQTY field) x Employee labor rate (CLBCST field) x Rate multiplier (PTETYPRAT field).

For a budget code, the financial site associated with the operating site. For a task, the operating site for this project.

The code of the user that created or entered this record.

The code of the last user to modify this record.

The code of the user that validated this record.

The code of the user that controlled this record. Essentially this indicates that one project manager or project administrator has reviewed this time entry record before a different project manager or project administrator approves it.

The code of the user that approved this record.

The code of the user that formally rejected this record.

The code of the user that posted this record.

Select Currency rate from the Actions icon to view or change the exchange rate applied to this line.

The user code employee time records have been entered for.

The specific date that 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.

The code of a particular project or job your company is working on.

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

The specific task operation sequence number this employee's labor time was recorded against.

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

The description of the task operation sequence number.

The code that applies to the unit of time for this labor time.

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.

The specific time category such as overtime, double time, or travel time this employee's labor time was recorded against.

The factor the labor rates defined in the Project labor rate (PJMCST) and Employee labor rate (CLBCST) fields for this time entry are multiplied by. It's determined by the value of the Time category field (PTETYP). For example, it displays "1" if the time category is blank as this equates to standard working time or "2" if the defined time category equates to a rate to be paid at double standard working time. If set to "0" (zero), this time entry record will be valued at zero.

This rate multiplier is used in the Financial overview function (PJMFINOV0) (cost calculation) and in the Time posting function (PTELABPOS) to calculate the value of the associated journal entry line. The amount posted will be calculated using the appropriate formula:

• Time spent (PTEQTY field) x Project labor rate (PJMCST field) x Rate multiplier (PTETYPRAT field)
• Time spent (PTEQTY field) x Employee labor rate (CLBCST field) x Rate multiplier (PTETYPRAT field).

The currency associated with the sales site (Sales site field) defined for the project. It cannot be changed after the project is created.

Awaiting validation: This status indicates that the time entry line is either incomplete, is still work in progress, or this line has been devalidated, corrected, and is currently awaiting validation.

Select Currency rates from the Actions icon to view or change the exchange rate applied to this line.

This table is loaded automatically with the default dimension types for the site of the selected time entry line.

The dimension code to assign to the associated dimension type.

 PCCAUTCRE—Create cost type dimension parameter (TC chapter, PJM group)

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

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

Select the Select all action to select the Status change checkbox for all lines in the To process section.

Select the Deselect all action to clear the Status change checkbox for all lines in the To process section.

Select the Validate action to validate all lines in the To process section with the Status change checkbox selected.

Select the Control action to confirm that you’ve reviewed all lines in the To process section with the Status change checkbox selected.

This action is only available if your organization uses a "Control" phase as part of the labor time approval process. The PJMTIMENT—Time entry control phase parameter (TC chapter, PJM group) is set to Mandatory.

Select the Reject action to formally reject all lines in the To process section with the Status change checkbox selected.

This action is only available for time entry lines at Validated status. It not available for lines that have been controlled or approved.

Select the Approve action to confirm that you’ve reviewed all lines in the To process section with the Status change checkbox selected and are approving them for posting.