Checklist: Configuring Vision for Navigator Timesheet Lookups

These options are configured within Vision by the system administrator and impact the information that displays in Navigator timesheet lookups.

Vision Setting		Impact on Navigator Timesheet Lookups	Vision Menu Path
Automatically retrieve records when opening lookups		When selected, Navigator searches automatically for all records when the Project lookup is opened. If a lookup limit rule is in place, Navigator applies the limit when the search takes place. The system administrator sets lookup limit rules on the Lookup tab in Configuration > General > System Settings. This option is available only if the Allow users to automatically retrieve records in lookups option is selected on the same tab.	User Options > General
Budgeted Validation		Select this option for Navigator Timesheet to determine which labor codes and/or levels users are allowed to enter when they charge time to the project. When using validations, Navigator applies a series of checks to ensure the user makes appropriate selections when using the timesheet lookups. Navigator will validate their entries immediately as selections are made. If the user selects something they are not budgeted for, Navigator will apply the selected budget validation option as listed below. The Vision Budgeted Validation options are: None: Timesheets are not checked for budgeted validations. Error: If a user selects an option that they are not budgeted for, Navigator displays an error message that stops the entry and alerts them of the issue. For WBS lookups, an error message displays when there are no planned hours for the combination of WBS levels that are selected. For the Labor Code lookup, the lookup dialog displays budgeted labor codes. If there are none, Navigator displays an error message and the user cannot select a Labor Code for the timesheet. Warning: If a user selects an option they are not budgeted for, Navigator warns them of the issue. For the WBS lookups, Navigator displays a warning message. For the Labor Code lookup, the Lookup dialog initially displays as filtered to show only budgeted labor codes. The user can select the Filter Budgeted Labor Code option to display only budgeted labor codes or all labor codes. For both errors and warnings, Navigator provides prompts to guide the user through resolving the issue. However, for warnings, the user can choose to continue to use the option that initiated the warning.	Info Center > Projects > Time & Expense
Budgeted Source		Select the budgeted source for the project. Navigator uses this field to determine the budget source to use when validating labor codes or levels on employees' timesheets. The options are Budget Worksheet or Project Planning (which includes plans from both Navigator and Vision).
Budgeted Level		Select the budgeted labor code levels (Employee, Labor Code, or Both) for the project. Navigator uses this information to determine which Planning data to use when validating labor code levels entered on employees' timesheets.
Labor Code Levels		Use these options to determine the level to which the labor codes should be budgeted. This impacts how many levels display on the Navigator Timesheet Labor Code lookup.
Apply Project Access to Timesheets		Select this option for the list of available projects on the WBS lookup to be filtered by the user's role's project record level access (set up on the same tab).	Configuration > Security > Roles > Record Access
Labor Category		Select one of the following options: Name: Labor Category column displays on the timesheet. None: The Labor Category column does not display on the timesheet; however, a default labor category is still applied to the timesheet entry in the Navigator database. This is used for various timesheet processes, including posting.	Configuration > Time & Expense > Company Timesheet
Treat inactive projects/plans as dormant		Select this option to allow the user to view and select only active projects, phases, or tasks on the WBS lookups. Dormant projects, phases, or tasks are not available.
Default Labor Code		Select to determine how labor codes populate in the timesheet: If defined, the default labor code automatically displays in the Labor Code field on the user's timesheet. If not defined, the user can use the Quick Find or the Labor Code lookup features to select a code from the database. If budgeted labor codes are defined for individual projects, the default labor code may not display. If the user selects a non-budgeted code, a warning or error message may display when the code is selected. Follow the Navigator prompts to resolve the issue.	Info Center > Employee > Time