Time and expenses
2 minute read
You have two templates for transferring time: Time entries and Project ledger entries. These can be used separately or in combination. If you use them in combination, time entries are transferred with Time entries, and expenses and item entries with Project ledger entries.
Time Entries
When submitting a time sheet in the performing company, time entries are transferred to the External time entries table in the subscribing company. This table is for informational purposes only. All changes to entries must be made in the performing company.
Viewing External Time Entries:
- Navigate to Project list -> Related -> IDM -> External Time Entries.
- Navigate to Project Plan -> External time (Not posted) column.
- Search for External Time Entries. This option allows viewing all external time entries for projects where the user is the project manager or responsible person.
- Project executives can view all transactions across all projects (with filtering options to restrict the view).
If the Approval status or Comment fields are updated in the External time entries, this information is transferred back to the performing company. The information is visible in the regular Approval flow.
When entries are approved and posted in the performing company, project ledger entries are created in both companies.
Note!
Only time entries will be transferred between companies. This excludes entries moved via move entries or project journals.Project ledger entries
This feature can transfer time, expense, and item entries. The entries are added to a project or job journal and can automatically when the subscription is run, or posted manually in the journal.
There is no approval process for these entries, unlike the time entries template.