Field reference
Timesheet
How to use Timesheet in Projects & Tasks: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.
This page is a record page in Project Management → Projects & Tasks. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Time Sheets.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Timesheet from Project Management → Projects & Tasks, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateexchange_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Sales Invoicesales_invoice | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Invoice |
Salary Slipsalary_slip | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Salary Slip |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Projectparent_project | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Useruser | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Start Datestart_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Employeeemployee | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Departmentdepartment | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Time Sheetstime_logs | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Timesheet Detail |
Total Working Hourstotal_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Billable Hourstotal_billable_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Billable Amounttotal_billable_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Costing Amounttotal_costing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Total Billable Amountbase_total_billable_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Total Costing Amountbase_total_costing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Billed Hourstotal_billed_hours | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Total Billed Amounttotal_billed_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Base Total Billed Amountbase_total_billed_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
% Amount Billedper_billed | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Notenote | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Timesheet |
Child tables
Time Sheets — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Activity Typeactivity_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Activity Type |
From Timefrom_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
Descriptiondescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Expected Hrsexpected_hours | Float Optional | Enter a numeric value using the required unit and precision. |
To Timeto_time | Datetime Optional | Record the date and time in the configured system/user time zone. |
Hrshours | Float Optional | Enter a numeric value using the required unit and precision. |
Completedcompleted | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Projectproject | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Project |
Project Nameproject_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tasktask | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Task |
Is Billableis_billable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Sales Invoicesales_invoice | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Invoice |
Billing Hoursbilling_hours | Float Optional | Enter a numeric value using the required unit and precision. |
Billing Ratebase_billing_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Billing Amountbase_billing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Costing Ratebase_costing_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Costing Amountbase_costing_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Billing Ratebilling_rate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Billing Amountbilling_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Costing Ratecosting_rate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Costing Amountcosting_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.