Summarized Timesheet Report

The Summarized Timesheet report displays timesheet entries by employee and labor period. This report is a more compact version of the Detailed Timesheet report. It does not display names of work breakdown structure elements or timesheet comments.

If revision auditing is enabled for the employee, you can include revision information on the report.

You can preview or print this report for one employee from the Timesheet form and for one or multiple employees from the Select Employee Timesheet dialog box. (If you generate this report from the Select Employee Timesheet dialog box, the option to include revision information is not available.) You can use the summarized format of the Timesheet Audit Detail report (Reporting > Employee > Timesheet Audit Detail), a very similar report, to review timesheets for multiple employees over multiple timesheet periods.

Contents

Timesheet Hours

Report Columns

Column	Description
Employee	The employee's identification number and name (Last Name, First Name) display here.
Signed/Approved	If you selected Require electronic signature when submitting timesheets on the Setup tab of Company Timesheet Configuration, the name of the employee who submitted the timesheet displays under the Signed line and the name of the employee who approved the timesheet displays under the Approved line. If you are not using the electronic signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures. The current status of the timesheet also displays in this section: Draft Copy — The timesheet is in progress. Submitted — The timesheet has been submitted for processing, but has not yet been approved. Approved — The timesheet has been approved by the appropriate administrator and is now ready to be posted. Posted — The timesheet has been posted to your Vision database.
Organization	If you are using the Organization Reporting feature, the code for the employee's assigned organization displays here.

Report Columns

Column	Description
Project	This column displays the number of the project to which the employee is charging time. Items in this column display on the report in the following order: Special categories always display first. The order in which they display is determined by the sequence numbers that you assign to them in Timesheet Special Categories Configuration. A special category displays on the report only if hours and/or comments have been entered for the category. For each special category, the category name displays in both columns. Projects, phases, and tasks display in descending order. Phase and task numbers (if applicable) are shown below the project number and name.
Phase	This column displays the number of the phase for which time was entered, if applicable.
Task	This column displays the number of the task for which time was entered, if applicable.
Labor	This column displays the labor code to which the employee charged time.
Labor Category	This column displays the labor category to which the employee charged time. Labor category information displays on the report only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
Project Tax Locale	The project's payroll tax locale (for example, CA, MA, or NY) is shown below the labor category information, if applicable. Payroll tax locale information displays only if you selected Allow Project's tax locale to be overidden on Timesheet in Payroll Configuration and the employee's Locale Method is set to Follow Project Locale on the Payroll tab of the Employee Info Center.
Total	In this section, the Total column displays total regular, overtime, and secondary overtime hours charged to each individual project, phase, and/or task for the selected labor period.
Day/Date	There is a separate column on the report for each day in the selected labor period. Each column displays the corresponding day/date. In each column, there is a box for each project on the timesheet report. These boxes display the total regular, overtime, and secondary overtime hours that the employee charged to each project, phase, and/or task for each day in the labor period. If overtime and/or secondary overtime hours exist, the Day/Date is shaded (gray).
Daily Totals Section
Daily Totals	In this section, the Total column displays total regular, overtime, and secondary overtime hours charged to all projects, phases, and/or tasks for the selected labor period.

Unit Quantities

Report Header

Even though you cannot record units on Navigator timesheets, the report will include units that are assigned using Vision Timesheet.

Column	Description
Employee	The employee's identification number and name (Last Name, First Name) display here.
Signed/Approved	If you selected Require electronic signature when submitting timesheets on the Setup tab of Company Timesheet Configuration, the name of the employee who submitted the timesheet displays under the Signed line and the name of the employee who approved the timesheet displays under the Approved line. If you are not using the electronic signature feature, these lines are blank. In either case, you can use the lines for handwritten signatures. The current status of the timesheet also displays in this section, as follows: Draft Copy — The timesheet is in progress. Submitted — The timesheet has been submitted for processing, but has not yet been approved. Approved — The timesheet has been approved by the appropriate administrator and is now ready to be posted. Posted — The timesheet has been posted to your Vision database.
Organization	If you are using the Organization Reporting feature, the code for the employee's assigned organization displays here.

Report Columns

Column	Description
Project Number	The first column on the report displays the number of the project to which the employee charged units.
Phase	If you are using phases, the phase number to which the employee charged units displays in this column.
Task	If you are using tasks, the task number to which the employee is charging units displays in this column.
Unit	This column displays the unit name to which the employee charged units.
Unit Table	This column displays the unit table to which the employee charged units.
Total	In this section, the Total column shows total units charged to each individual project, phase, and/or task for the selected labor period.
Day/Date	There is a separate column on the report for each day in the selected labor period. Each column shows the corresponding day/date. Within each column, there is a box for each project on the timesheet report. These boxes display the total units the employee charged to each project, phase, and/or task for each day in the labor period.
Daily Totals Section
Daily Totals	In this section, the Total column displays total units charged to all projects, phases, and/or tasks for the selected labor period.

Revisions

Column	Description
Revision	This column displays the timesheet revision number. After auditing starts for a timesheet, the revision number is incremented each time that changes to regular hours, overtime hours, or start and end times are saved, new timesheet rows are saved, or the timesheet is submitted or approved.
Revision Date/Time	This column displays the date and time that the revision was saved or that the timesheet was submitted or approved.
Updated by Submitted by Approved by	This column displays the name of the employee who made the revision. Which of these three column names displays depends on the type of revision.
Timesheet Date	This column displays the date from the timesheet row.
Project	This column displays the project number from the revised timesheet row.
Phase	This column displays the phase number from the revised timesheet row.
Task	This column displays the task number from the revised timesheet row.
Labor Code	This column displays the labor code from the revised timesheet row.
Labor Category	This column displays the labor category from the revised timesheet row.
Field	This column displays the field from the revised timesheet row for which the value was changed. If multiple fields were changed on a timesheet row as part of the revision, the report displays a detail row for each field that changed.
Old Value	This column displays the value of the field before the revision.
New Value	This column displays the value of the field after the revision.
Revision Explanation	If an explanation was required for the revision, it displays in this column.