Table of Contents

Timesheets

Overview

A timesheet is a document used for tracking the amount of time an individual spends on various tasks or activities during a specific period. It is a valuable tool for project management, employee performance evaluation, and overall time management. Timesheets can be physical documents or digital tools, and they typically include the following elements:

  • Employee Information: Name or identification number of the employee submitting the timesheet.
  • Time Period: Start and end dates that the timesheet covers. This could be a week, bi-weekly, monthly, or any other defined time frame.
  • Task/Project Description: A list of tasks or projects that the employee worked on during the specified time period. Each task is associated with a description of the work performed.
  • Date and Day: A column or section indicating the date and day of the week corresponding to each entry.
  • Hours Worked: The number of hours or time spent on each task for each day. This may be broken down into regular hours, overtime, or specific categories based on the nature of the work.
  • Total Hours: The sum of hours worked for each task or project, as well as the total hours for the entire time period.

Views

There are two types of views for Timesheets in Altus:

  • User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
  • Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

The default view in Work is My Timesheets which provides the currently logged in user visibility of all the timesheets they have created.

Work_Timesheets.png

View Columns Filters
My Timesheets Name; Bookable Resource; Approver Name; Start Date (Timesheet Period); Finish Date (Timesheet Period); Total Actual; Timesheet Status Status = Active AND Bookable Resource (Bookable Resources) Contains Data AND User = Current User
My Current Timesheets Opens Timesheet Form (see below for details) N/A
Team Timesheets Name; Start Date (Timesheet Period); Finish Date (Timesheet Period); Bookable Resource; Timesheet Manager (Bookable Resource); Total Actual; Total Project Hours; Total Non Project Hours; Timesheet Status; Timesheet Period Status = Active AND Bookable Resource (Bookable Resources) Contains Data AND Timesheet Manager = Current User AND Timesheet Period (Timesheet Periods) contains data AND Status = Active
Team Timesheets Requiring Approval Name; Start Date (Timesheet Period); Finish Date (Timesheet Period); Bookable Resource; Timesheet Manager (Bookable Resource); Total Actual; Total Project Hours; Total Non Project Hours; Timesheet Status; Timesheet Period Timesheet Status = Submitted AND Status = Active AND Bookable Resource (Bookable Resources) Contains Data AND Timesheet Manager = Current User AND Timesheet Period (Timesheet Periods) contains data AND Status = Active

Object Views

There are no out-of-the-box timesheet views in Altus PPM.

Timesheet Form

When a user selects My Timesheet from the link in Altus Work, their timesheet for the current period will be open. From here they can book time to projects / tasks that they have access to.

Work_MyTimesheet.png

  • Rows: The horizontal axis in the timesheet will show either Projects or Projects and Tasks (depending on which mode has been selected for time recording).
  • Columns: The columns will show the total timesheet actuals per row and the week days (including dates) for time recording.

Submitting for approval

To submit a timesheet for approval, a user will need to add hours against at least one tasks for the submit for approval button to be selectable..

24537_Timesheets_SubmitIssue.png

Timesheet Periods

Administrators of Altus have the ability to create timesheet periods and open and close these as required.

Settings_TimesheetPeriods.png

These can either be created one by one via the form below.

Settings_TimesheetPeriods_Item.png

Or in bulk, using this feature.

Timesheets_BulkCreate_Button.png

Timesheets_BulkCreate_Form.png

Columns

These are captured in these entities:

Entity Overview
Timesheet Period Used to store the timesheet period information. These timesheet periods determine when users can submit timesheets for.
Timesheet Summary of the timesheet including status and which user it belongs to.
Timesheet Row The projects and tasks which the user has permissions to bill time to.
Timesheet Data Actual hours booked to the timesheet/project/task.

Timesheet Period

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Timesheet Period
Name sensei_timesheetperiod
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Finish Date sensei_finish Date and Time Date Only True True True
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_name Single line of text 100 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Start Date sensei_start Date and Time Date Only True True True
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
Timesheet Period sensei_timesheetperiodId Primary Key True False False
Timesheet Period Status sensei_status Yes/No True True False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Timesheet

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Timesheet
Name sensei_timesheet
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Approved Date sensei_approveddate Date and Time Date and Time True False True
Approver Name sensei_approvername Single line of text 256 True False False
Approver User sensei_approveruser Lookup True False False
Bookable Resource sensei_bookableresource Lookup True True False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_name Single line of text 512 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Rejected Date sensei_rejecterdate Date and Time Date and Time True False True
Rejecter Name sensei_rejectername Single line of text 256 True False False
Rejecter User sensei_rejecteruser Lookup True False False
Rejection Comment sensei_rejectioncomment Multiple lines of text 2000 True False False
Rows Updated Token sensei_rowsupdatedtoken Single line of text 100 True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Submitted Date sensei_submitteddate Date and Time Date and Time True False True
Submitter Name sensei_submittername Single line of text 256 True False False
Submitter User sensei_submitteruser Lookup True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
Timesheet sensei_timesheetId Primary Key True False False
Timesheet Period sensei_timesheetperiod Lookup True True False
Timesheet Status sensei_timesheetstatus picklist True True False
Total Actual sensei_totalactual Decimal True False False
Total Non Project Hours sensei_totalnonprojectactual Decimal True False False
Total Project Hours sensei_totalprojecthours Decimal True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Timesheet Status (sensei_timesheetstatus)

Value Label Description
955000000 Draft
955000001 Submitted
955000002 Approved
955000003 Rejected

Timesheet Row

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Timesheet Row
Name sensei_timesheetrow
Primary Column name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
name (Primary name column) sensei_name Single line of text 100 True True True
Non Project Time sensei_nonprojecttime Lookup True False False
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Project sensei_project Lookup True False False
Project Name sensei_project_name Single line of text 255 True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Task sensei_task Lookup True False False
Task Name sensei_task_name Single line of text 256 True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
Timesheet sensei_timesheet Lookup True False False
Timesheet Row sensei_timesheetrowId Primary Key True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Timesheet Data

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Timesheet Data
Name sensei_timesheetdata
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Comment sensei_Comment Multiple lines of text 4000 True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Date sensei_date Date and Time Date Only True False True
Hours sensei_hours Decimal True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_name Single line of text 100 True True True
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
Timesheet Data sensei_timesheetdataId Primary Key True False False
Timesheet Row sensei_timesheetrow Lookup True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Non Project Time

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Non Project Time
Name sensei_nonprojecttime
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Always Display sensei_alwaysdisplay Yes/No True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
Department sensei_department multiselectpicklist True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_Name Single line of text 500 True True True
Non Project Time sensei_nonprojecttimeId Primary Key True False False
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Status sensei_nonprojecttimestatus Yes/No True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False
Work Type sensei_worktype picklist True True False

Work Type (sensei_worktype)

Value Label Description
955000000 Working
955000001 Non Working

Workflows

To assist users and managers with timesheeting, the following workflows have been created in Altus:

Workflow Purpose
Unsubmitted timesheet reminder Sends an automated email to each active user who is required to complete a timesheet who hasn't submitted one for the selected week.
Submit for Approval Notification Sends a notification to the timesheet manager when a timesheet is submitted for approval.
Timesheet rejection notification Sends an automated email to the active user to advise them that their timesheet has been rejected.

Unsubmitted Timesheet Reminder

Sends an automated email to each active user who is required to complete a timesheet who hasn't submitted one for the selected week.

Workflow

Workflow details

Submit for approval notification

Sends a notification to the timesheet manager when a timesheet is submitted for approval.

Workflow

Workflow details

Timesheet rejection notification

Sends an automated email to the active user to advise them that their timesheet has been rejected.

Workflow

Workflow details

Timesheet Settings

The settings for user timesheets can be set via the Altus Administrator via Configuration Settings

Security Roles

Security Roles for Timesheet Period

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User None Global None None Global Global None None
Altus - Portfolio Manager None Global None None Global Global None None
Altus - Program Manager None Global None None Global Global None None
Altus - Proposal Manager None Global None None Global Global None None
Altus - Resource Manager None Global None None Global Global None None
Altus - Strategy Executive None Global None None Global Global None None
Altus - Timesheet Manager None Global None None Global Global None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User None Global None None Global Global None None
Altus Project Executive None Global None None Global Global None None
Altus Project User None Global None None Global Global None None
Altus Strategy User None Global None None Global Global None None

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Timesheet

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Basic Global Basic Basic Basic Basic None None
Altus - Portfolio Manager Basic Global Basic Basic Basic Basic None None
Altus - Program Manager Basic Global Basic Basic Basic Basic None None
Altus - Proposal Manager Basic Global Basic Basic Basic Basic None None
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive Basic Global Basic Basic Basic Basic None None
Altus - Timesheet Manager Global Global Global Global Global Global Global Global
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Basic Global Basic Basic Basic Basic None None
Altus Project Executive Basic Global Basic Basic Basic Basic None None
Altus Project User Basic Global Basic Basic Basic Basic None None
Altus Strategy User Basic Global Basic Basic Basic Basic None None

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Timesheet Row

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Basic Global Basic Basic Basic Basic None None
Altus - Portfolio Manager Basic Global Basic Basic Basic Basic None None
Altus - Program Manager Basic Global Basic Basic Basic Basic None None
Altus - Proposal Manager Basic Global Basic Basic Basic Basic None None
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive Basic Global Basic Basic Basic Basic None None
Altus - Timesheet Manager Global Global Global Global Global Global Global Global
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Basic Global Basic Basic Basic Basic None None
Altus Project Executive Basic Global Basic Basic Basic Basic None None
Altus Project User Basic Global Basic Basic Basic Basic None None
Altus Strategy User Basic Global Basic Basic Basic Basic None None

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Timesheet Data

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Basic Global Basic Basic Basic Basic None None
Altus - Portfolio Manager Basic Global Basic Basic Basic Basic None None
Altus - Program Manager Basic Global Basic Basic Basic Basic None None
Altus - Proposal Manager Basic Global Basic Basic Basic Basic None None
Altus - Resource Manager Global Global Global Global Global Global Global Global
Altus - Strategy Executive Basic Global Basic Basic Basic Basic None None
Altus - Timesheet Manager Global Global Global Global Global Global Global Global
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Basic Global Basic Basic Basic Basic None None
Altus Project Executive Basic Global Basic Basic Basic Basic None None
Altus Project User Basic Global Basic Basic Basic Basic None None
Altus Strategy User Basic Global Basic Basic Basic Basic None None

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Security Roles for Non Project Time

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User None Global None None Global Global None None
Altus - Portfolio Manager None Global None None Global Global None None
Altus - Program Manager None Global None None Global Global None None
Altus - Proposal Manager None Global None None Global Global None None
Altus - Resource Manager None Global None None Global Global None None
Altus - Strategy Executive None Global None None Global Global None None
Altus - Timesheet Manager None Global None None Global Global None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User None Global None None Global Global None None
Altus Project Executive None Global None None Global Global None None
Altus Project User None Global None None Global Global None None
Altus Strategy User None Global None None Global Global None None

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Dataverse Tables

The diagram below covers off how the timesheet dataverse tables relate to each other to capture timesheet effort for bookable resources:

Timesheet Timesheet with fields


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