Generate Timesheet Line Items Wizard

1. From the Timesheets page, click the Generate Line Items icon on the ribbon bar. The Generate Line Items wizard opens.

2. Click Next to continue.

3. Select the type of calculation logic you need to use for the line item generation and click Next. Select one of the following options.

• Set the amount per hour worked – Calculates amount by multiplying total labor hours within a specified time by a preset hourly amount.

• Set amount per hour worked by type of time – Calculates the amount by multiplying various Labor hour totals grouped by unit of measure by a preset hourly amount set per type of time. Type of time refers to the Labor unit of measure (i.e., ST, OT, DT, etc.).

• Set the daily amount if hours worked for that day exceed set threshold – Calculates a daily amount if the total Labor hours for that day meet or exceed a preset threshold.

4. Set daily or weekly amount based on daily and weekly minimum hours rules – calculates amounts based on day of week threshold hours rules. If Labor hours meet or exceed all daily thresholds then the weekly amount applies, otherwise daily amounts are calculated for all days that meet or exceed the daily thresholds. For days that do not meet the daily threshold, hourly amount applies.

For this calculation type, the date range is specified with a starting date and an indicator as to how many full weeks of data to use as source for the calculations.

5. Click Next to begin specifying the time sheet criteria to base the calculations on. The criteria include project(s), time sheet and time sheet Approval Status, and time sheet Work Date range. After you have specified the filters click Next.

6. Select personnel filters, if any, and click Next.

Only projects with assigned personnel will let you filter by person.

7. The generated line items will attach to a newly created time sheet. In this step, provide details about the time sheet header as well as the generated time sheet Line Items, and click Next.

The Roll up calculated values to a single line-item option lets you summarize all generated line items to a single line item on the generated time sheet. This is a single line item that will not be associated with any personnel records.

8. Review your criteria and click Next.

The criteria preview content will copy to the Notes field of the generated time sheet.

9. The final step of the wizard displays the calculation results. Clicking the Finish button will open the Timesheet page with the generated time sheet.