Timesheet Review Portlet

Resource Management Portlets › Timesheet Review Portlet

Timesheet Review Portlet

The Timesheet Review portlet displays pending and posted actuals by task, resource, and time period. Use this portlet to compare pending actuals to posted actuals by task and by resource.

As in the Investment Timesheet Review portlet, there is an Adjustment filter on this portlet. If this filter is set to Yes, then adjustment timesheets are displayed. Once an adjustment has been posted, the original adjusted timesheets are not shown in this portlet. If the Timesheet Status filter is set to Adjusted, no results are returned. This prevents the duplication of actuals in the portlet. If you click the timesheet icon to view the adjustment timesheet, you can access the adjusted timesheet from the [Adjusted Timesheet] link at the top of the timesheet page.

Important! This portlet references timesheet data and may result in many rows of data being displayed in the portlet if filters are not applied. You should implement required filters in this portlet so that only reasonable amounts of timesheet data are displayed. If you do not do this, then you may experience performance issues.

Follow these steps:

With the project open, click Team.
The project team staff page appears.
Open the Actions menu, and from Views, click Timesheet Review.

The following fields display on this portlet:

Timesheet: Displays the timesheet icon. Click the icon to go to the timesheet page for the corresponding resource.
Notes Attached: Displays an icon if there are any notes attached to a timesheet entry. Click the icon to drill down to the Timesheet Notes page.
Resource: Displays the resource name associated with the timesheet entry. Click a resource name to view the resource assignment properties.
Employment Type: Displays the resource employment type (for example, employee or contractor).
Task: Displays the task name associated with the timesheet entry. Click a task name link to view the task properties.
Status: Displays the timesheet status.
Adjustment: Displays an icon if the timesheet is an adjustment timesheet. The original adjusted timesheets are not included in this portlet to prevent duplication of actuals.
Period Start: Displays the timesheet period start date.
Period End: Displays the timesheet period end date.
Pending Actuals: Displays the unposted actuals for the given time reporting period.
Posted Actuals: Displays the posted actuals for the given time reporting period.
Total Actuals: Displays the total actuals (pending and posted) for the given time reporting period.