CA PPM r13.2 Time Entry Quick Reference Guide for Partners

Transcription

1 CA Services Timesheets Pints t Nte Time must be entered t the crrect prject and task using the PM-directed PO number Timesheets are based n: A wrk week starting n Sunday and ending n Saturday A calendar mnth Timesheets must be submitted weekly typically, n a Friday (unless weekend wrk has been apprved), and at mnth end Timesheets are required fr each time perid wrk has been perfrmed Time perids can be viewed under the Time Perid drpdwn existing n the Timesheet page; fr example Timesheets can be accessed by: Clicking the Timesheet icn present n the tlbar which takes yu t yur current timesheet Clicking the apprpriate time perid in the Time Perid drpdwn present n a Timesheet page Clicking the Timesheets link accessible under Hme this enables yu t view a list f timesheets and filter t retrieve a timesheet Page 1 f 5

2 CA PPM PPM r13.2 Time Entry T enter time: Actin 1. Access PPM. 2. Click the Current Timesheet icn. The Timesheet page fr the current week pens. Fr example 3. Click the apprpriate buttn. If yu want t Click View a full list f tasks yu are assigned t frm which specific tasks can be selected and added t the timesheet Aut-ppulates the timesheet with all tasks assigned t yu fr the current time perid Duplicates the selected time entry rws t allw different line settings; e.g., if yu need t use tw different POs fr the same task n the timesheet Delete tasks present n the timesheet that will have n time entered against them Save entries made t the timesheet Saves and submits a cmpleted timesheet fr apprval Leave the timesheet page Page 2 f 4

3 Actin 4. If yu click Add Task, select the apprpriate task r tasks in the list returned and click Add. 5. If yu need t delete a task r task frm the timesheet, select the task r tasks and click Delete. Page 3 f 5

4 CA PPM PPM r13.2 Time Entry Actin 6. When applicable tasks are present n the timesheet Select the crrect PO number in the Purchase Order field this value is required unless yu are instructed therwise Enter time wrked partial hurs wrked must be entered in 15-minute increments using the decimal frmat f.25,.50, r.75. Ntes: The Adjustment Reasn field supplies values added when a timesheet is adjusted. A time-entry nte is added by clicking the icn at the rw level ( ). In the dialgue that pens, type infrmatin in the Nte field, click Add and then click Return. When yu refresh the page, which can be dne by clicking Save, the icn changes t indicate ntes have been added. ( ) 7. If the timesheet is ready fr submissin, click Submit fr Apprval. When a timesheet is successfully submitted, it is lcked. N changes can be made. Errr Messages/Ntificatins When the Submit fr Apprval buttn is clicked, the timesheet is subject t Real time validatin (RTV). If the timesheet fails any f the validatin rules, an errr message appears immediately. The errr message displayed shuld prvide a summary f the errr and, if applicable, wh t cntact fr assistance When the timesheet has been successfully submitted, it is subject t review by an apprver. An apprver can return a timesheet. Yu receive an ntificatin if the timesheet is returned. When a timesheet has been apprved, further validatins are perfrmed. Yu receive an ntificatin if the timesheet fails any f these validatins. Fr additinal infrmatin n timesheet-related errrs, see Timesheet Validatin accessible at: Timesheets Returned by Apprver T edit a returned timesheet: Page 4 f 4

5 Actin 1. Open the timesheet t be edited. The timesheet can be accessed by Selecting the apprpriate time perid in the Time Perid drpdwn present n the Timesheet page Clicking the Timesheets link present under Hme and setting filters t retrieve the timesheet use Open as the status filter value applicable t returned timesheets 2. Make changes as necessary. If a change results in 0 hurs lgged against a task, delete the task. When changes are made, click Submit fr Apprval. Nte: The status f the timesheet updates t Submitted. Adjusted Timesheets Yu can be requested t adjust timesheets which have a Psted status. Fr infrmatin n hw t adjust timesheets, see Adjust Timesheets accessible at: Page 5 f 5