Field | Description |
Employee Group
|
You can set up timesheet special categories for all employees or for specific employee groups:
- The special categories you set up for all employees appear on the timesheets of all employees, regardless of their group affiliation. To set up special categories for use by all employees, select the
[All Groups] option.
- The special categories you set up for specific employee groups appear only on the timesheets of employees belonging to those groups. To set up special categories for use by a specific group of employees, select an employee group from the
Group drop-down list.
The
Group drop-down list only displays employee groups for which you have not yet set up any special categories. To add categories to an established group, click
on the Timesheet Special Categories form and select the group from the Timesheet Category Lookup. Vision displays the selected group in
Employee Group.
This field is active only when you click
.
|
Category
|
Enter a unique code for this special category. Use up to six numbers and/or letters.
|
Description
|
Enter a description for this special category. The description you enter here appears on users' timesheets.
|
Sort Order
|
Enter a sort order number for this special category. The sort order number determines the order in which special categories appear on user timesheets.
|
Project
|
Select one of the following options from the drop-down list in this field.
- Select
Project to enter a single project number in
Single Project.
- Select
Query to enter a project query in
Project Query.
The option you select determines which project fields are enabled on the Timesheet Special Categories form.
|
Single Project
|
If there is a single project associated with this special category, enter the project number in this field.
Enter a project number directly in this field, or use the Quick Find feature to select a project from the Project Lookup.
If the project varies by employee, do not enter a project number in this field. Select
Query in the
Project field and enter a project query.
|
Project Query
|
Enter a SQL query to identify the appropriate project for this special category. Use a project query only if the project varies by employee.
|
Phase
|
Select one of the following options from the drop-down list in this field.
- Select
Phase to enter a single phase number in
Single Phase.
- Select
Query to enter a phase query in
Phase Query.
The option you select determines which phase fields are enabled on the Timesheet Special Categories form.
|
Single Phase
|
If there is a single phase associated with this special category, enter the phase number in this field.
Enter a phase number directly in this field, or use the Quick Find feature to select a phase from the Phase/Task Lookup.
If the phase varies by project or employee, do not enter a phase number in this field. Select
Query in the
Phase field and enter a phase query.
|
Phase Query
|
Enter a SQL query to identify the appropriate phase for this special category. Use a phase query only if the phase varies by project or employee.
|
Task
|
Select one of the following options from the drop-down list in this field.
- Select
Task to enter a single task number in
Single Task.
- Select
Query to enter a task query in
Task Query.
The option you select determines which task fields are enabled on the Timesheet Special Categories form.
|
Single Task
|
If there is a single task associated with this special category, enter the task number in this field.
Enter a task number directly in this field, use the Quick Find feature, or use the Phase/Task Lookup.
If the task varies by project, phase, or employee, do not enter a task number in this field. Select
Query in the
Task field and enter a task query.
|
Task Query
|
Enter a SQL query to identify the appropriate task for this special category. Use a task query only if the task varies by project, phase, or employee.
|
Labor Code
|
Select one of the following options from the drop-down list in this field.
- Select
Labor Code to enter a single labor code in
Single Labor Code.
- Select
Query to enter a labor code query in
Labor Code Query.
The option you select determines which labor code fields are enabled on the Timesheet Special Categories form.
|
Single Labor Code
|
If there is a single labor code associated with this special category, enter the labor code in this field.
Enter a labor code directly in this field, use the Quick Find feature, or use the Labor Code Lookup.
If the labor code varies by project, phase, task, or employee, do not enter a labor code number in this field. Select
Query in the
Labor Code field and enter a labor code query.
|
Labor Code Query
|
Enter a SQL query to identify the appropriate labor code for this special category. Use a labor code query only if the labor code varies by project, phase, task, or employee.
|
Labor Category
|
Select one of the following options from the drop-down list in this field.
- Select
Labor Category to enter a single labor category in
Single Category.
- Select
Query to enter a labor category query in
Category Query.
The option you select determines which labor category fields are enabled on the Timesheet Special Categories form.
The
Labor Category fields display on the Timesheet Special Categories form only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
|
Single Category
|
If there is a single labor category associated with this special category, select the category from the drop-down list in this field.
If the labor category varies by project, phase, task, labor code, or employee, do not enter a Labor category in this field. Select
Query in the
Labor Category field and enter a labor category query.
The
Labor Category fields display on the Timesheet Special Categories form only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
|
Category Query
|
Enter a SQL query to identify the appropriate labor category for this special category. Use a labor category query only if the labor category varies by project, phase, task, labor code, or employee.
The
Labor Category fields display on the Timesheet Special Categories form only if you are using Vision Accounting, Vision Billing, or Vision Resource Planning.
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