Enter Data in a Timesheet

You can enter timesheet charges and their associated hours.

Prerequisites: Your timesheet processing capabilities depend on how your system administrator defines settings in Vision. Contact your system administrator if you have questions.

To enter data on a timesheet, complete the following steps:

  1. Open the My Timesheets Panel.
  2. Select the timesheet and click on a row to enter your hours for the respective category or charge that is displayed. When you select a special category row, a Focus Indicator displays to indicate that the row is active. When you select any other row that you can edit, copy, delete or insert a row below, a Row Tools displays to indicate that the row is active. If you see a Focus Indicator on a row other than a special category row, it means you cannot insert a new row below it or edit, copy, or delete it.
  3. To access blank lines and record additional charge information, click Row Tools and select Insert. This inserts a blank row beneath the currently selected row. You cannot change the entries in the left grid fields on a saved or submitted timesheet if timesheet audits are enabled.
    Note: If you want to copy a project, phase, task, labor code, labor category, payroll tax locale value from one row on a timesheet to a new row on the same timesheet, place the focus on the row you want to copy, click Row Tools and select Copy.
  4. Use the lookups and quick find to enter the labor charges. Navigator validates the data as you make selections. If there are any issues with the labor charges, refer to the error message or warning that displays, resolve the issue, and continue entering your timesheet data. See the Using Lookups to Enter Timesheet Data online help topic for detailed information on the lookup options.
  5. Click Save. Navigator confirms that all required fields are complete. If so, the timesheet data is saved but the data is not submitted. You must click Submit after you save to submit the timesheet data for approval.

    Alternatively, if you are ready to save and submit, you can click Submit and the timesheet will be saved and then submitted in one step.

    Note: If you revise a timesheet for a date prior to today, you may be required to enter an explanation for your revision. When Revision Explanations are required, the Revision Explanation dialog displays after you save or submit your timesheet. See the Explain a Timesheet Revision online help topic for more information.