Once you have completed your timesheet and are ready to submit, click the Submit Timesheetbutton to begin the release process. The release process may vary depending on your configuration.
Step 1: Validate Timesheet
This step ensures that the data on the timesheet is valid and will notify you if
1: Validation Error
If any policies have been violated . If a change needs to be made, highlight the desired field by double-clicking on it and updating it. If any changes are made to the timesheet, you must click the Re-Validate button in order to proceed.
Once you complete this step, click the Next button to continue.
Steve 2: Confirm
The confirmation step displays the Timesheet Summary for the reporting period. It breaks down your hours by time code as well as displays your utilization percentage. The summary also graphically represents the hours distributed by projectand requires action, you will receive a pop up window like below. On the bottom half of the timesheet, a list of validation errors will be shown with a line reference. Make the appropriate changes on each line that has an error. Once change have been made you can either click on the refresh button 
or click on Submit.
2: Validation Warning
If any policies have been violated and there is a message attached but no action is required, you will receive a pop up window like below. You will need to acknowledge the warning messages by clicking the box next to "I have reviewed warning(s)" and then click on Confirm to continue.
If you wish to set the current timesheet to auto-fill any new timesheets, select the corresponding check box. This will save all the lines lines with projects and hours charged to them to to your Favorites list. This will also auto-populate the next new timesheet you open with the lines the same lines.
3: Confirmation
Once you are satisfied with the timesheet, click the Finish button to submit the timesheet.
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If no policies have been violated the timesheet can be submitted. Once you have verified the timesheet is accruate click on Confirm to proceed.
If you wish to set the current timesheet to auto-fill any new timesheets, select the corresponding check box. This will save all the lines with projects and hours charged to them to your Favorites list. This will also auto-populate the next new timesheet you open with the lines the same lines.
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Only timesheet lines that have both a WBS/OBS structure and hours charged will be saved to your Favorites and be used to pre-populate future timesheets. Lines with no hours charged or lines with indirect time codes (such as Sick, Vacation, or Holiday) will not be saved or used to pre-populate a timesheet. |