Weekly Crew Time Entry

Form ID: (EP307100)

On this form, you can create a time entry for a selected workgroup (that is, crew) and, if needed, associate this entry with a project, project task, and particular day of the week. Each time entry created on this form spans a particular week.

This form is available only if the Time Management feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

Here you can select a workgroup for which you want to enter time activities or to select the existing time activities to be displayed in the table on the Time Activities tab. The following table summarizes the elements of this area.


Element	Description
Workgroup	The workgroup for which you want to create a time entry or whose time activities you want to view. New workgroups can be created and existing workgroups can be edited on the Company Tree (EP204061) form.
Week	The week for which you want to view or enter time activities.
Project	The project for which you want to list time activities. The column is shown only if the Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form.
Project Task	The project task for which you want to list the time activities. If you select a project that has the default project task, this task is automatically populated in the column. The column is shown only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Day	The day of the week for which you want to view or enter time activities.

Table 1. Regular Section
Element	Description
Time	The total regular work hours spent by the members of the crew on the time activities listed in the table.
Billable	The billable work hours spent by the members of the crew on the time activities listed in the table.

Table 2. Overtime Section
Element	Description
Time	The total overtime spent by the members of the crew on the time activities listed in the table.
Billable	The billable overtime spent by the members of the crew on the time activities listed in the table.

Table 3. Total Section
Element	Description
Time	The total working time (regular and overtime) spent by the members of the crew on the time activities listed in the table.
Billable	The total billable working time (regular and overtime) spent by the members of the crew on the time activities listed in the table.

Time Activities Tab

On this tab, you can click the Add Row button to create a time activity for a particular member of the workgroup or click Mass Enter Time to open the Mass Enter Time dialog box, where you can enter time for the crew (that is, create multiple identical time activities for members of the selected workgroup).

Table 4. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Mass Enter Time	Opens the Mass Enter Time dialog box where you can enter time for the crew.

Table 5. Table Columns
Column	Description
Hold	A check box that indicates (if selected) that the time activity is on hold. Leave the check box cleared to make the time activity available for approval, if approval is required.
Employee	The name of the employee who is associated with the time activity.
Status	The status of the time activity record.
Date	The date of the time activity.
Time	The time when the time activity was created.
Earning Type	The type of the work time spent by the employee.
Task	The task activity associated with the time activity. Only tasks that belong to the time activity owner are available for selection.
Project	The project associated with the time activity. This column is available only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Project Task	The project task associated with the time activity. This column is available only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Certified Job	A check box that indicates (if selected) that the employee has spent the reported time to perform a certified job. The system automatically selects the Certified Job check box in the time activity line if the Certified Job check box is selected for the project selected for the time activity in the Project Properties section of the Summary tab of the Projects (PM301000) form. You can clear this check box if it has been selected or select the check box manually, if needed. This column is available only if the Construction feature is enabled on the Enable/Disable Features form.
Union Local	The union local associated with the time activity.
Labor Item	The non-stock item of the Labor type associated with the time activity.
WCC Code	The work class compensation code associated with the time activity.
Shift Code	The work shift during which the activity was performed. By default, the system inserts the shift code specified in the Shift Code box in the Employee Settings section on the General Info tab of the Employees (EP203000) form. This column appears only if the Shift Differential feature is enabled on the Enable/Disable Features form.
Appointment Nbr.	The appointment associated with the activity. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Customer ID	The customer associated with the appointment. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Log Ref. Nbr.	The line reference number on the Log tab of the Appointments (FS300200) form associated with the employee. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Service	The service that the employee has performed during the appointment. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Time Spent	The time the employee spent on the time activity.
Billable	A check box that indicates (if selected) that the work hours are billable.
Billable Time	The billable time for the time activity.
Summary	The description of the time activity.

Mass Enter Time Dialog Box

In the left pane of this dialog box, you can select the members of the crew for whom time activities are to be created, and in the right pane, you can enter all necessary time activities performed by the selected members during the week selected in the Summary area of the form.

Table 6. Left Pane
Element	Description
Show All Members	A check box that indicates (if selected) that all members of the workgroup and all ad hoc members are listed in the table. If the check box is cleared, only the members of the selected workgroup are displayed in the list.
The table on this pane includes the following columns.
Included	An unlabeled check box that you select to include the crew member in the mass entry of time activities.
Employee	The name of the employee who is a member of the crew.
Status	The status of the crew member, which can be one of the following: Permanent, Temporary, or Ad Hoc.

Table 7. Right Pane
Column	Description
Date	The date of the time activity. By default, the system inserts the date calculated based on the week and day specified in the Summary area of the form (if any).
Time	The time when the time activity was created.
Earning Type	The type of the work time spent by the selected members of the crew.
Task	The task activity associated with the time activity. Only tasks that belong to the crew members are available for selection.
Project	The project associated with the time activity. By default, the system inserts the project specified in the Summary area of the form (if any). The column is available only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Project Task	The project task associated with the time activity. By default, the system inserts the project task specified in the Summary area of the form (if any). The column is available only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Certified Job	A check box that indicates (if selected) that the selected members of the crew have spent the reported time to perform a certified job. The system automatically selects the Certified Job check box in the time activity line if the Certified Job check box is selected for the project selected for the time activity in the Project Properties section of the Summary tab of the Projects (PM301000) form. You can clear this check box if it has been selected or select the check box manually, if needed. This column is available only if the Construction feature is enabled on the Enable/Disable Features form.
Union Local	The union local associated with the time activity.
Labor Item	The non-stock item of the Labor type associated with the time activity.
WCC Code	The work class compensation code associated with the time activity.
Appointment Nbr.	The appointment associated with the activity. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Customer ID	The customer associated with the appointment. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Log Ref. Nbr.	The line reference number on the Log tab of the Appointments (FS300200) form associated with the selected members of the crew. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Service	The service that the selected members of the crew have performed during the appointment. This column is available only if the Service Management feature is enabled on the Enable/Disable Features form.
Time Spent	The time the selected members of the crew spent on the time activity.
Billable	A check box that indicates (if selected) that the work hours are billable.
Billable Time	The billable time for the time activity.
Summary	The description of the time activity.

Table 8. Dialog Box Buttons
Button	Description
Add	Creates for each selected member of the crew time activities identical to the time activities specified in the right pane of the dialog box.
Add and Close	Creates for each selected member of the crew time activities identical to the time activities specified in the right pane of the dialog box and closes the dialog box.
Cancel	Discards the changes and closes the dialog box.

Crew Members Tab

On this tab, you can review the reported work hours of the crew members, including ad hoc members, broken down by the days of the week.

Table 9. Summary Area
Element	Description
Workgroup Members	The total number of the crew members, including ad hoc members.
Members with Activities	The total number of the crew members who have time activities reported for the selected week.

Table 10. Table Columns
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Employee	The name of the employee who is a member of the crew.
Status	The status of the crew member, which can be one of the following: Permanent, Temporary, or Ad Hoc.
Monday	The work time reported for Monday, including overtime.
Tuesday	The work time reported for Tuesday, including overtime.
Wednesday	The work time reported for Wednesday, including overtime.
Thursday	The work time reported for Thursday, including overtime.
Friday	The work time reported for Friday, including overtime.
Saturday	The work time reported for Saturday, including overtime.
Sunday	The work time reported for Sunday, including overtime.
Total Regular Time	The total regular work hours spent by the employee on the time activities through the week.
Total Billable Time	The total billable work hours spent by the employee on the time activities through the week.
Total Overtime	The overtime spent by the employee on the time activities through the week.
Total Billable Overtime	The billable overtime spent by the employee on the time activities through the week.