The Time by Task portlet displays time logged to tasks for all investments the logged in user has security rights to view - pulling data from the timeslices. It is capable of displaying the data by weekly, monthly, quarterly or annually segments. The portlet may also be filtered by investment and resource OBS.

The Time by Stage portlet displays time logged to each project task stage.  The portlet displays the project id, project name, task stage, and charge code for each different task stage on the project. This portlet provides management with a quick view of all project task stages by project without having to navigate into each project individually.

The Time By Type - Pie Chart portlet is a graphical representation of time by type of investment for all resources the logged in user has security rights to view. This portlet pulls from the daily timeslices, and can be used for determining what types of projects receive the majority of hours.  The filter option allows for entry of a specific start date and finish date.

The Time Tracking Stalker – Resource workflow process is used to notify resources that fail to submit a timesheet in a prior week. The workflow checks for active resources, hire/termination dates, track mode, and open for time entry. This process helps to ensure resources submit timesheets in a timely manner.  In version 13, the email can be enhanced to include colors, bold, underline, and other HTML formatting.

The Time Tracking Stalker - RM workflow process automatically sends an email to Resource Managers for each one of their resources that have not submitted their timesheet for a prior open time period, thus informing the RM if their resources are submitting their timesheets on time. Project Managers will also benefit since the notifications will help to ensure that time is being posted against their projects in a timely manner, helping to provide them with an accurate view of time expended on the projects.

The Adjusted Timesheet Stalker process is designed to be run via a scheduled job. The end user will need to set up the job and can choose the frequency at which this job should be run. The process will search the system for timesheets with a status of ‘Adjusted’. An email is sent to the resource manager for any resources identified as having adjusted timesheets. The email will provide: • Name of resource • Time period The resource manager is advised that once the timesheet is resubmitted, they will need to approve it. A link to the timesheet itself is provided in the body of the email.

The Timesheet Approval - Auto process is an auto-start process that begins once the resource submits his or her timesheet. This process bypasses a Resource Manager approval and allows the user to post his or her timesheet. Once the timesheet is submitted, the process will lock the user’s timesheet to prevent editing. The process will then select the next action based on three different factors:

1. The timesheet has less than 40 hours.
2. The timesheet has 40 or more hours.
3. The resource’s availability is less than 8hrs/day.

If the user has submitted a timesheet with less than 40 hours, then the process will email the user informing him/her of the issue, unlock the timesheet, and change the status to “Returned”. If the user has an availability of less than 8hrs/day or the timesheet has 40 or more hours, then an action item will be sent to the user as a last step before the timesheet is approved. Once the timesheet is approved, then the script will set the status of the timesheet to “Approved” and unlock the timesheet.

Portlet to show the stage of any Action Item triggered by Timesheet submission.  Portlet allows for a period start date input, filters by Resource, Approver, Action Item Status and Timesheet Status.  A link to the action item is provided for direct action by review if needed. This portlet is only for the clients who have established a process that triggers on Timesheet Status change to Submitted and to send Action Items to the person responsible for timesheet approval/validation i.e. PM for project tracking and/or RM for overall approval of the timesheet. The portlet won’t display any data if there are no timesheet Action Items.  Examples of such processes would be CA’s OOTB Project Manager Approval or the Timesheet Approval - PM and RM process found on RegoXchange.

The Timesheet Audit portlet displays timesheet information in order to perform an audit.  The only required data needed to search the portlet is start and finish date. Additionally, you may narrow the results by filtering by resource, resource ID, OBS Unit, resource manager, timesheet status, project, and task. The portlet provides reporting on the following:

• Resource
• Resource ID
• Email Icon of Resource (So the reviewer can quickly email the Resource)
• Resource is Active
• Resource Open for Time
• Time Period (Start and Finish Dates)
• Timesheet Status
• Is Adjustment (If the timesheet is adjusted)
• Timesheet Modified Date
• Timesheet Posted Date
• Timesheet Submitted By
• Timesheet Approved By
• Project
• Task
• Proposed ETC Hours
• Pending Actual Hours
• Total Actual Hours

This portlet provides a view into the number of timesheets that were expected to be completed for a specified time period(s) as well as the number of timesheets that were completed and the percent complete.  This can also be filtered by OBS so that a company can see timesheet compliance at the OBS level.