Use this screen for simple time entry. Most users will use it for recording their time entries for a project.
Employee:
By default, the currently logged in user is listed as the employee. Any time entered will be for this selected user. You can also select the name of an employee for which you want to review time cards. Click Me to view or enter your own time entry.
Only employees with proper privileges can enter time and expenses for other employees.
Week Beginning
Use this field to select the week in which you want to view, add or edit time cards. Use the adjacent buttons to jump to the previous, next or current week.
Time Card View
You can see all the time entries for the entire week by clicking the Totals column or only the time entries for a particular day by clicking on that day.
If you select a particular day in the week (highlighted in yellow), then the new time entry line (white time entry top row) will use the selected date. The fields are pre-populated with data, based on your user defaults and what project, phase and job code entered in the previous time entry.
You can view the time entry efficiency of the employees for the week or day as displayed in the grid. ArchiOffice does not consider internal and non-chargeable time entries for the calculation of realization.
Time Grid
Date:
The date on which the time entry is recorded.
If you select a particular day in the week (highlighted in yellow), then the new expense entry line (white time entry top row) will use the selected date. The fields are pre-populated with data, based on your user defaults and the project, phase and job code selected with the last entered time card.
Edit :
If you need to edit an entry, hover the mouse pointer over the time entry and click .
If the Edit All Users Time/Expenses check box is un-selected on the Preferences > Users > Security screen, the time and expenses of other users can be viewed but not edited.
Clear :
Click to clear the time detail fields.
Project:
Select the name of the project for which the time card is being created.
Phase:
Select the phase associated with the time entry. If you select a project first, then only those phases for that project will display. If you do not select a project first, then all phases will display. The percentage next to the Phase label represents the actual value as compared to the budget.
Job Code:
Select the code associated with the time entry.
Task/Description:
Enter descriptive detail or comment for the new time card. If using tasks for time, then choose the appropriate task item.
Chg:
Select this check box to make sure the time is billed. If the box is unchecked the time will be set to no charge and if billing hourly or as an additional service and you itemize the invoice, this time entry will appear on the invoice, but will show $0.00 due so it is clear the time is no charge to the project. Non-chargeable time entries are flagged with N, thus making it easy for you to identify these on the screen or reports.
Only users with the required time and expense security can change a time and expense charge status.
Hours:
Enter the number of hours used to complete the tasks.
Add New :
Click to save your time and add it to the grid.
Update:
Click to make changes and save them.
To edit any time entry on the grid, click on that item. The details for the selected time entry (highlighted in yellow) will populate the time entry line.
Status
X |
Displays until all required time entry information is completed by you. |
Displays when the required information has been entered. |
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A |
If the workflow process is being used, this status indicates the entry has been reviewed and approved. |
Displays for time entries that have been billed. When billed, the time entry cannot be edited. |
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H |
Displays for time entries that have been placed on hold to reflect the time as non-billable to the project or to be released for billing at a later time. |
D |
Displays for those entries that are currently rendered on a draft invoice. When included on a draft invoice, the entry cannot be edited unless you delete that invoice. |
N |
Displays for time entries that are marked as no-charge items. |
Delete :
If you need to delete a time entry, hover the mouse pointer over the time entry and click .
Button Panel
Click to get a printout of the information displayed on screen.
Help:
Opens the ArchiOffice Help in the Time/Expense section.
Action
List
Select to view a list of all time entries.
Find
Select to search for specific time entries.
Re-Find
Select to make modifications to a previous search request.