Implementation plan – Project financials – Optional

All security roles allow labor timecard entry in the Time & Expense feature for projects. Only Administrators and Financial Administrators can approve labor timecards in the Time & Expenses module. If the Time & Expense workflow is enabled (requires five or more licenses), users can approve time for their subordinates.
Clock In/Out functionality is turned off by default but can be enabled in Settings (gear icon) > Feature Settings > Time and Expenses
Project Financial Analytics > Transaction categorizations: More info
When labor timecards are exported to an accounting system, they can be locked automatically to prevent further changes or deletions

Labor code > Project > Payroll item.
If a labor or craft code is specified on the timecard record, the system looks up the payroll rate table within the Labor item details form to set the cost and bill rates. The project and payroll item referenced on the timecard are used as filter criteria.
Employee > Project > Payroll item.
If no labor code is specified, the system reviews the project-specific rates table in the Employee details form to determine whether special cost and bill rates exist for the employee and project.
Employee > Payroll item.
If none of the previous conditions are met, the system uses the standard payroll rates table in the Employee details form to determine the cost and bill rates.

Labor timecard settings

Step	Task description	Help topic	Training videos	Application form
1	Review Feature Settings > Time and Expenses.	View	Not available	Form
	– Payroll items.	View
	– Optional: Payroll burden rate templates.	View
	– Optional: Workers’ compensation codes (United States only.)	View

Step	Task description	Help topic	Training videos	Application form
1	Select the Time & Expenses module.	Not available	Not available	Form
Option A: Individual employee payroll item rate setup
2	Select the record count link for active employees.	Not available	Not available	Form
3	Select the employee name to view the Employee Profile form.	Not available	Not available	Not available
4	Add standard employee payroll item cost and bill rates.	View	Not available	Not available
5	Optional: Add project-specific employee payroll item cost and bill rates.	View	Not available	Not available
Option B: Import employee payroll item rates using Excel
2	Import standard or project-specific employee payroll item rates using Excel.	View	Not available	Form
Option C: Multiple employee payroll item rate setup
2	Add standard employee payroll item cost and bill rates.	View	Not available	Form
3	Optional: Add project-specific employee payroll item cost and bill rates.	View	Not available	Form

Step	Task description	Help topic	Training videos	Application form
1	Select Cost Database from the left navigation, then select the Labor Items total record count.	Not available	Not available	List
2	Select the Labor Item Code to open the labor item details.	Not available	Not available	Not available
3	Enter project-specific timecard cost and bill rates.	View	Not available	Not available

Enter, import, and approve labor timecards

Step	Task description	Help topic	Training videos	Application form
1	Option A: Enter daily labor timecards for individual employee	View	Not available	List
	Option B: Enter weekly labor timecards for individual employee	View	Not available	List
	Option C: Import from Excel	View	Not available	List
2	Approve labor timecards	View	Not available	Not available

Implementation plan – Project financials – Optional – Labor timecards