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 standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Command	Description
Complete Activities	Completes activities and changes their status to Completed.

Selection Area

Here you can select a workgroup and a week for which you want to enter time activities or to review the existing crew time activities on the Time Activities tab. You can also select project, project task, and day to narrow down the list of time activities.


Element	Description
Workgroup	The workgroup for which you want to create a time entry or review existing time activities. 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 Projects 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 Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Day	The day of the week for which you want to view or enter time activities.

Table 1. Total Section
Element	Description
Time Spent	The total working time (regular and overtime) spent by the members of the crew on the time activities listed in the table on the Time Activities tab.
Billable	The total billable working time (regular and overtime) spent by the members of the crew on the time activities listed in the table on the Time Activities tab.

Time Activities Tab

On this tab, you can click Add Row to create a time activity for a particular member of the workgroup or click Show All Workgroup Members 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). You can also copy the selected time activities or load them from the previous week.

You can review the existing time activities created by the crew members during the selected week. The system shows time activities if their Reported On date—the date when the time activity was reported in the original time zone—falls within the specified week.

Table 2. 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
Show All Workgroup Members	Opens the Mass Enter Time dialog box, where you can enter time for the crew.
Copy Selected Line	Copies the selected time activity and inserts it in the table.
Load Activities from Previous Week	Copies time activities created by crew members for the previous week in the table and inserts them in the table.

Table 3. 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 employee ID associated with the time activity.
Employee Name	The name of employee 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 Projects feature is enabled on the Enable/Disable Features (CS100000) form.
Project Task	The project task associated with the time activity. This column is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) form.
Cost Code	The cost code with which this time activity is associated to track project costs and revenue. The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) 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 tab of the Employees (EP203000) form. This column appears only if the Shift Differential feature is enabled on the Enable/Disable Features (CS100000) form.
Appointment Nbr.	The appointment associated with the time activity. This column is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) 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.
Reported in Time Zone	The original time zone in which the time activity was created.
Reported On	The reported date in the original time zone.
Reported At	The reported time in the original time zone.

Mass Enter Time Dialog Box

You can open this dialog by clicking Show All Workgroup Members on the table toolbar. 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 Selection area of the form.

Table 4. 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 5. 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 Projects feature is enabled on the Enable/Disable Features (CS100000) 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 Projects feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) form.
Cost Code	The cost code with which this time activity is associated to track project costs and revenue. The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) 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 (CS100000) 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 6. 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 7. 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 8. Table Columns
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
Load Workgroup from Previous Week	Copies crew members from the previous week and inserts them in the table.
Column	Description
Employee	The ID of the employee who is a member of the crew.
Employee Name	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.

Totals Tab

On this tab, you can review the total time spent by crew members on regular and overtime work, including the billable part of each type of work.

Table 9. Regular Section
Element	Description
Time Spent	The total regular work hours spent by the members of the crew on the time activities listed on the Time Activities tab.
Billable	The billable work hours spent by the members of the crew on the time activities listed on the Time Activities tab.

Table 10. Overtime Section
Element	Description
Time Spent	The total overtime spent by the members of the crew on the time activities listed on the Time Activities tab.
Billable	The billable overtime spent by the members of the crew on the time activities listed on the Time Activities tab.