Issue/Symptom/Question

Standard Crystal Report - Daily Labor Timesheet

Applies To

Penta for Windows

Crystal Report - Daily Labor Timesheet

Project Management

Resolution/Fix/Answer

Use the Crystal Daily Labor Timesheet report to provide frequent listings of labor amounts that will eventually bill for cost plus contracts. This provides substantiation for labor charges (timecards) posted to a job during a given work shift. At the end of each shift or day, you can give the report to the owner, who then reviews and approves the cost incurred. The customer who requested this report calls it an Approval Document. This provides your client with their cost (i.e., your cost plus the applicable markup or your labor billing rate).

Note: The owner does not remit funds due to this report, since this report and process generate no accounting entries or billings.

Prerequisite

• A cost plus contract line item exists for billing labor cost.

• You completed the Calculate Customer Cost process prior to running this report.

• (Optional) Use the Calculate Customer Cost window to initiate PENTA’s process that prepares the data. Refer to the Calculate Customer Cost Window Description. This process does the following:

• Applies the appropriate billing markup or billing rates to calculate the billable cost incurred during the period.

• Creates a new Timesheet for all billable costs not previously included on a timesheet.

• On the Equipment Timesheet, costs are entered on the Equipment timecard.

• On the Labor Timesheet, costs are entered on the Labor timecard.

• Material/Other Timesheet, costs are entered on (AP) Invoice and Credit Memo Entry window, (AP) Manual Payment Entry window, and Journal Entry And Distribution.

• (Optional) Use the Description of Work Performed window to enter a description of the work performed on a specific date and shift that print with a contract line item. Refer to the Description of Work Performed Window Description.

Selection

You can limit records displaying on this report by:

• Job Id – You can include All Jobs or enter a specific Job Id.

• Timesheet Id

• To reprint a report, you can include All Timesheet Ids or enter a specific Timesheet Id. Use the Calculate Customer Cost window to determine the specific Timesheet Id.

• If you do not specify a Timesheet Id, the report contains the data from the most recent Timesheet created by the Calculate Customer Cost window.

Sort

PENTA sorts this report in sequence by Job Id.

Totals

This report contains totals for each Job Id.

Report Code: jc_dailyLbrTS_p65_cr11.rpt

Available Parameters:

Example Report Results:

Report Heading

Date - The Through Date entered on the Calculate Customer Cost window.

Shift - The shift is day, afternoon, or night.

Customer - The name of the customer.

Client Charge # - The description of the contract line item.

Contract Number - Id of the contract.

Internal Job Number - Id of the Job.

Timesheet Number - Number identifying the generation of this report. If you need to reprint this exact version of the report, select this Timesheet Number.

Label Fields

Description of Work Performed - The description entered for the contract line item for this date and shift on the Description of Work Performed window.

Emp Id - Id of the employee reporting labor to the job.

Name - The last name followed by a comma and first name of the employee reporting labor to the job.

SS # - This is the social security number of the employee reporting labor to the job.

Class Code - Id of the payroll class used when the employee reported labor to the job.

Class Description - The temporary billing title. If a temporary title does not exist, it is the description of the payroll class used when the employee reported labor to the job.

Charges Fields

Other Costs - This includes other pay entered on the corresponding timecard and all reimbursements except the Per Diem reimbursement (reimbursement #2), with the associated markup.

Straight Time Hours - The number of hours entered with an Hour Type of “Regular.”

Straight Time Rate - The billing rate for regular hours. This is either the hourly billing rate or calculated as: Regular hour cost rate + Associated markup percent

Over Time Hours - The number of hours entered with an Hour Type of “Premium 1.”

Over Time Rate - The billing rate for overtime hours. This is either the hourly billing rate or calculated as: Over time hour cost rate + Associated markup percent

Double Time Hours - The number of hours entered with an Hour Type of “Premium 2.”

Double Time Rate - The billing rate for double time hours. This is either the hourly billing rate or calculated as: Double time hour cost rate + Associated markup percent

Total Hours - PENTA calculates this value as: Straight Time Hours + Over Time Hours + Double Time Hours

Total Cost - PENTA calculates this value as: Other pay + Per Diem + (Straight Time Hours * Straight Time Rate) + (Over Time Hours * Over Time Rate) + (Double Time Hours * Double Time Rate)