Timesheet Question

[ss028955]

Q1: Our financial periods are set from 1st July to 30th June each year. and
Timesheet periods are defined in weeks. To create a starting timesheet period
for say Mon-Sun each week, the first period and last period of a financial
year may not correspond. What could be the solution for this?

Q2: Our Biiling report requires to runs monthly. In this case 1st week of
the month and last week of the month may sometime contains extra days. How do
we fix this as this will be fundamental to our billing and reporting.

Q3: Running a billing report monthly we require to capture data that is
entered within just that month. How can we accomplish this using view under
Project Center.

Regards
SS028955

 

[Paul Conroy]

Q1: Our financial periods are set from 1st July to 30th June each year. and

Timesheet periods are defined in weeks. To create a starting timesheet period
for say Mon-Sun each week, the first period and last period of a financial
year may not correspond. What could be the solution for this?

Create a TS period that covers this initial period which is less than a week
Then bulk create additional TS periods that take you through to the end of
the finanical year.
You may have to create an additonal TS period to close out on the last day
of the FY.

Q2: Our Biiling report requires to runs monthly. In this case 1st week of

the month and last week of the month may sometime contains extra days. How do we fix this as this will be fundamental to our billing and reporting.
Q3: Running a billing report monthly we require to capture data that is
entered within just that month. How can we accomplish this using view under
Project Center.

Timesheet information is available in the cube and as such can be sliced and
diced anyway you choose. You can see this data in PWA, by month, by creating
a data analysis view.

--
Hope this helps

Paul Conroy

http://theprojectserverguru.co.nz

 

[ss028955]

Thanks Paul.

I guess, Someone manually editing First and Last week of every month is time
consuming. My PM wouldn't like this.

In terms of Timesheet information from Cube I couldn't find the cube that
has all the field that I need for my Timesheet Biiling report. The field I
require for that report are;

All the Custom fields (SSR ID, Department, Department Code, Project Code,
GL_Code) , Project Name, Fiscal Year, Actual Work, Actual Cost.

Your Help would be appriciated.

Thanks
ss028955

 

[Crook]

FWIW, one company I worked at defined the annual financial calendar
differently from the gregorian calendar. They defined 4 quarters of 13
weeks each. Each quarter consisted of 3 months. The middle month of each
quarter had 5 weeks, while the 1st and 3rd months of the quarter had 4
weeks. It worked well even if it meant that February always had 5 weeks and
the year didn't end on 31 Dec.

HTH,
Crook