Equipment Time Card

Form ID: (EP308000)

This form is used to enter a new equipment time card or to view, edit, or release existing time cards. Time cards should be created on a weekly basis, and a new time card can be entered only when the previous time card has been released.

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

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Approves the time card and changes its status to Approved. Note: If the Time Management feature is enabled on the Enable/Disable Features (CS100000) form, you can approve the time card only if all the activities included in the time card have been approved by the project task approver (if required). This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map is specified for time cards on the Time and Expenses Preferences (EP101000) form, and the time card has the Pending Approval status.
Hold	Changes the status of the time card to On Hold, making it possible to adjust the time card. This command appears if the time card has the Rejected, Approved or Pending Approval status.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map is specified for time cards on the Time and Expenses Preferences (EP101000) form, and the time card has the Pending Approval status.
Reject	Rejects the time card and changes its status to Rejected. This command appears if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, an approval map is specified for time cards on the Time and Expenses Preferences (EP101000) form, and the time card has the Pending Approval status.
Release	Releases the time card and changes its status to Released. This command appears if the time card has the Approved status.
Submit	Submits the time card for approval. The status of the time card changes to Pending Approval if an approval map is specified for time cards on the Time and Expenses Preferences (EP101000) form; otherwise, the time card is assigned the Approved status. If the Time Management feature is enabled on the Enable/Disable Features (CS100000) form and at least one time activity included in the time card has not been approved by the project task approver, the status of the time card changes to Pending Approval, even if the approval workflow is not configured for time cards. This command appears if the time card has the On Hold status.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records. The dialog box opens when you click Reassign.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current business date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

In this area, you can enter the settings of a new equipment time card or select an existing time card to view (and edit, if needed) its settings.


Element	Description
Ref. Nbr.	The unique reference number of the equipment time card, which the system automatically assigns using the numbering sequence specified in the Equipment Time Card Numbering Sequence on the Time and Expenses Preferences (EP101000) form.
Status	The status of the document, which can be one of the following options: On Hold: The equipment time card is a draft that cannot be released. Open: The equipment time card is ready to be released. Pending Approval: Approval was requested for the equipment time card (upon release) but has not yet been received. Approved: The equipment time card was approved. Rejected: The equipment time card was rejected. Released: The equipment time card was released.
Week	The week for which the time card was created.
Equipment ID	The identifier of the equipment whose usage is recorded in this time card.
Type	The type of the time card. The following options are available: Normal: A regular time card Correction: A corrective time card (that is, a time card that updates a released time card)
Orig. Ref. Nbr.	The reference number of the time card being corrected. This setting is applicable only for a corrective time card with the Correction value in the Type box.

Table 1. Setup Section
Element	Description
Spent	The hours spent on the setup of the equipment during the week.
Billable	The billable hours spent on the setup of the equipment during the week.

Table 2. Run Section
Element	Description
Spent	The run hours spent by the equipment during the week.
Billable	The billable run hours spent by the equipment during the week.

Table 3. Suspend Section
Element	Description
Spent	The suspend hours spent by the equipment during the week.
Billable	The billable suspend hours spent by the equipment during the week.

Table 4. Total Section
Element	Description
Spent	The total hours spent by the equipment during the week.
Billable	The total billable hours spent by the equipment during the week.

Summary Tab

This tab includes the information on the work hours the equipment has spent on specific projects and project tasks broken down by the days of the week.

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.

Table 5. Table Buttons
Button	Description
Preload From Previous Time Card	Copies the data from the time card for the previous week.

Table 6. Table Columns
Column	Description
Project	The project for which the equipment was used.
Project Task	The project task for which the equipment was used. If you select a project that has the default project task, this task is automatically populated in the column.
Cost Code	The cost code with which this record is associated to track project costs and revenue. The box is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form.
Rate Type	The rate type, which can be one of the following options: Setup: The reported billable time is rated as the time spent on equipment setup. Run: The reported billable time is rated as the time the equipment spent running. Suspend: The reported billable time is rated as the time the equipment spent in suspend mode.
Mon.	The time reported for the equipment for Monday, including overtime.
Tue.	The time reported for the equipment for Tuesday, including overtime.
Wed.	The time reported for the equipment for Wednesday, including overtime.
Thu.	The time reported for the equipment for Thursday, including overtime.
Fri.	The time reported for the equipment for Friday, including overtime.
Sat.	The time reported for the equipment for Saturday, including overtime.
Sun.	The time reported for the equipment for Sunday, including overtime.
Time Spent	The time the equipment was used in the project and task during the week.
Billable	The billable equipment usage time was used in the project and task during the week.
Description	The description of the reported equipment hours.

Details Tab

You use the columns on this tab to specify the breakdown of equipment usage time.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Date	The date when the equipment time card was created.
Project	The project for which the equipment was used.
Project Task	The project task for which the equipment was used. If you select a project that has the default project task, this task is automatically populated in the column.
Setup Time	The time (in hours and minutes) during which the equipment was prepared for a regular run.
Run Time	The time (in hours and minutes) during which the equipment was running.
Suspend Time	The time (in hours and minutes) during which the equipment was suspended.
Billable	A check box that indicates (if selected) that these equipment time is billable.
Description	A detailed information relevant for the particular usage.

Approval Tab

This tab displays information about the equipment time card approval. The system automatically performs assignment for approval when time cards are taken off hold, in accordance with the approval map specified for equipment time cards on the Time and Expenses Preferences (EP101000) form. Authorized users approve equipment time cards, along with documents of other types, by using the Approvals (EP503010) form.

If the record is rejected, a reason is specified during the rejection process, and then the record is returned for editing, that rejection will be saved on the tab, and all other rejections and approvals will be removed.

This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Assignee ID	The identifier of the employee who is assigned to approve the document.
Assigned To	The name of the employee who is assigned to approve the document.
Workgroup	The workgroup of the employee assigned to approve the document.
Approved By (ID)	The identifier of the employee who actually approved the document.
Approved By	The name of the employee who actually approved the document.
Approval Date	The date of the approval.
Status	The status of the document, which can be Pending Approval, Approved, or Rejected, depending on the approval action performed.
Reason	The reason the document has been approved or rejected (if applicable).