Time approval

Type in or select the company at which the projects are managed.

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 site for which the employee time records are to be selected.

Type in or select a particular job role.

 Job roles are defined on individual user records.

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 or the Time entry administrator checkbox on their user record is selected.

Use this field to filter the parent (or source) project codes to which you, or the defined employee are assigned. Type in or select a specific project code or to include all project codes, 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.

Use this field to 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:

All time entry records need to be validated first, then controlled (mandatory if the PJMTIMENT-Time entry control phase parameter (TC chapter, PJM group) is set), before they can be approved then posted.

• Validated, if 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, if 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, if 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, if the time entry line is complete and has been validated and then rejected.
  Rejected time entry lines are redisplayed in the Time entry function (PJMTE) for correction.

 All time entry records need to be validated first, 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 needs to be selected to enter and validate your own labor time.
• The Time entry checkbox and the Time entry administrator checkbox need to be selected to enter labor time for a different user.
• The assigned function profile needs to be authorized for function PTEVAL (Time approval) with option 4 to "validate" labor time for a different user.
• The assigned function profile needs to 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 needs to be authorized for function PTEVAL (Time approval) with option 7.

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

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

• Validated, if 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, if 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, if 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, if the time entry line is complete and has been validated and then rejected.
  Rejected time entry lines are redisplayed in the Time entry function (PJMTE) for correction.

 All time entry records need to be validated first, 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 needs to be selected to enter and validate your own labor time.
• The Time entry checkbox and the Time entry administrator checkbox needs to be selected to enter labor time for a different user.
• The assigned function profile needs to be authorized for function PTEVAL (Time approval) with option 4 to "validate" labor time for a different user.
• The assigned function profile needs to 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 needs to 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 or the Time entry administrator checkbox on their user record is selected.

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

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 task operation sequence number.

This field defaults to the currency associated with the sales site (Sales site field) defined for the project. It cannot be changed once the project has been created.

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

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

This field displays the factor by which the labor rates defined in the Project labor rate (PJMCST) and Employee labor rate (CLBCST) fields for this time entry will be multiplied. It is determined by the value of the Time category field (PTETYP). For example, it will display "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).

 If the time category equates to a zero rate, this will result in the amount of time recorded in the Time spent field being recorded against the defined project but the value of that labor time will be zero.​

This field displays for a budget code, the financial site associated with the operating site, or for a task, the operating site for this project.

This field displays the code of the user that created or entered this record.

This field displays the code of the last user to modify this record.

This field displays the code of the user that validated this record.

This field displays 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.

This field will only be populated 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").

This field displays the code of the user that approved this record.

This field, if populated, displays the code of the user that formally rejected this record.

This field displays 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 against which employee time records have been entered.

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

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

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 task operation sequence number.

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

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

This field displays the factor by which the labor rates defined in the Project labor rate (PJMCST) and Employee labor rate (CLBCST) fields for this time entry will be multiplied. It is determined by the value of the Time category field (PTETYP). For example, it will display "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).

 If the time category equates to a zero rate, this will result in the amount of time recorded in the Time spent field being recorded against the defined project but the value of that labor time will be zero.​

This field defaults to the currency associated with the sales site (Sales site field) defined for the project. It cannot be changed once the project has been created.

This field displays 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.

Type in or select a dimension code to assign to the associated dimension type.

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

 This field might display the dimension code suggested by the system (if various conditions were met) that has been created and assigned to the associated dimension type.

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 have 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.

Rejected time entries are redisplayed in the Time entry (PJMTE) and Weekly timesheet (PJMTEW) functions for correction.

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

Only time entry lines that have been approved can be posted.