Difference between revisions of "Timesheet Variables"

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==Syntax==
 
==Syntax==
  
−
:<font size=3>[#(?object=timesheet)~''variablename''~#]</font>
+
:'''<font size=3>[#(?object=timesheet)~''variablename''~#]</font>'''
  
 
'''where''' ''variablename'' is one of:
 
'''where''' ''variablename'' is one of:
Line 15: Line 15:
 
* Billable: '''~billable~'''
 
* Billable: '''~billable~'''
 
* Notes: '''~itemdescription~'''
 
* Notes: '''~itemdescription~'''
 +
* Timecode: '''~timecode~'''
 +
* Is Billable: '''~isagainstjob~''' - ''will return 1 when timecode used is marked as'' billable'', 0 when timecode is not''
  
−
==Example==
+
==Examples==
−
The following is a example that would be used on the [[Web Page View Field|Web Page View]] to create a table listing all the items for the invoice, as well as the Subtotal, Total GST, PST and Invoice Total:
+
The following are examples that could be used on a {{WPV}} to create a table listing timesheet items:
  
−
<pre>
+
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><table cellspacing=0 cellpadding=2 border=1>
−
<table>
+
 
−
<tr>
+
<tr><th>Staff</th><th>Details</th><th>Date</th><th>Effort</th><th>Status</th><th>Billable</th><th>Billed</th></tr>
−
  <td>Product Code</td>  
 
−
  <td>Item Description</td>  
 
−
  <td>Quantity</td>  
 
−
  <td>Unit Cost</td>
 
−
  <td>Total Cost</td>
 
−
  <td>GST</td>
 
−
  <td>PST</td>
 
−
</tr>
 
  
−
<form name=frmsubact>
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[#(?object=timesheet;orderby=actiondate)
−
[#(?object=items)
 
  
−
<tr>
+
<tr><td nowrap>~username~</td><td>~itemdescription~</td><td>~actiondate~</td><td>~totalhours~</td><td>~status~</td><td>~billable~</td><td>~if(tsinvoiceid>0,'Yes','No') as billed~</td></tr>
−
  <td>$Product Code$</td>  
 
−
  <td>~description~</td>  
 
−
  <td> ~qty~ </td>  
 
−
  <td> ~amount~ </td>
 
−
  <td> ~fullamount~ </td>
 
−
  <td> ~tax~ </td>
 
−
  <td> ~tax2~ </td>
 
−
</tr>
 
  
 
#]
 
#]
−
</form>
 
  
−
<tr>  
+
</table></pre>
−
    <td><b>Sub-Total:</b></td>
+
 
−
    <td>@amount@</td>
+
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">
−
</tr>
+
 
−
<tr>  
+
<table cellspacing=0 cellpadding=2 border=0>
−
    <td><b>Total GST:</b></td>
+
 
−
    <td>@tax@</td>
+
<tr><th>Billable Hours</th><th>Not Billable Hours</th><th>Billed Hours</th><th>Unbilled Hours</th></tr>
−
</tr>
+
 
−
<tr>  
+
 
−
    <td><b>Total PST:</b></td>
+
<!--Billable Hours:-->
−
    <td>@tax2@</td>
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<tr><th> [#(?object=timesheet;criteria=isagainstjob=1;groupfunction=sum)~totalhours~#]</th>
−
</tr>
+
 
−
<tr>  
+
<!--Not Billable Hours:-->
−
    <td><b>Total:</b></td>
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<th> [#(?object=timesheet;criteria=isagainstjob=0;groupfunction=sum)~totalhours~#]</th>
−
    <td>@invtotal@</td>
+
 
 +
<!--Billed Hours:-->
 +
<th> [#(?object=timesheet;criteria=tsinvoiceid>0 and isagainstjob=1;groupfunction=sum)~totalhours~#]</th>
 +
 
 +
<!--Unbilled Hours:-->
 +
<th> [#(?object=timesheet;criteria=tsinvoiceid=0 and isagainstjob=1;groupfunction=sum)~totalhours~#]</th>
 +
 
 
</tr>
 
</tr>
  
−
</table>
+
</table></pre>
−
</pre>
 
  
 +
The code between the '''[#(?object=timesheet)''' and closing '''#]''' will be repeated for each timesheet item to be included.
  
−
The code between the '''[#(?object=items)''' and closing '''#]''' will be repeated for each line item to be included on the invoice.
+
Other examples include:
  
 +
===Last Timesheet Entry Date===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">[#(?object=timesheet;groupfunction=max)~actiondate~#]
 +
</pre>
 +
===Non-Invoiced Hours===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=tsinvoiceid=0 and isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->
 +
</pre>
 +
===Invoiced===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=tsinvoiceid>0 and isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->
 +
</pre>
 +
===Non-billable hours===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=isagainstjob=0;groupfunction=sum)~totalhours~#]",",",""))*1)-->
 +
</pre>
 +
===Billable Hours===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->
 +
</pre>
 +
===Actual Hours (total hours)===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><!--@sscalculation(REPLACE("[#(?object=timesheet;groupfunction=sum)~totalhours~#]",",","")*1)-->
 +
</pre>
 +
===Timecodes===
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">[#(?object=timesheet;)~timecode~<BR>#]
 +
</pre>
  
 +
<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">Implementation Note: Saving timesheet records does not trigger the template formulas of Level 1 objects to which they are associated. To have fields summing timesheet items on the Level 1 record, use Read Only - System Variable fields.</pre>
  
 
==See Also==
 
==See Also==
 
* [[Invoice UTA|Invoice Configuration Page]]
 
* [[Invoice UTA|Invoice Configuration Page]]
 +
* [[Invoice Module Variables]]
 
* [[Web Page View Field Variables]]  
 
* [[Web Page View Field Variables]]  
  
  
 
[[Category:Universal Tracking Application]][[Category:Variables]]
 
[[Category:Universal Tracking Application]][[Category:Variables]]

Latest revision as of 11:11, 25 July 2014

The following variables can be used when creating a Web Page View or in other custom fields when referencing Timesheets: On the Web Page View you can refer to each Timesheet field using special terminology which allows them to be generated as a list:

Syntax

[#(?object=timesheet)~variablename~#]

where variablename is one of:

  • Date: ~actiondate~
  • User: ~username~
  • Status: ~status~
  • Client: ~client~
  • Project: ~project~
  • Duration: ~totalhours~
  • Billable: ~billable~
  • Notes: ~itemdescription~
  • Timecode: ~timecode~
  • Is Billable: ~isagainstjob~ - will return 1 when timecode used is marked as billable, 0 when timecode is not

Examples

The following are examples that could be used on a Web Page View to create a table listing timesheet items: 

<table cellspacing=0 cellpadding=2 border=1>

<tr><th>Staff</th><th>Details</th><th>Date</th><th>Effort</th><th>Status</th><th>Billable</th><th>Billed</th></tr>

[#(?object=timesheet;orderby=actiondate)

<tr><td nowrap>~username~</td><td>~itemdescription~</td><td>~actiondate~</td><td>~totalhours~</td><td>~status~</td><td>~billable~</td><td>~if(tsinvoiceid>0,'Yes','No') as billed~</td></tr>

#]

</table>

<table cellspacing=0 cellpadding=2 border=0>

<tr><th>Billable Hours</th><th>Not Billable Hours</th><th>Billed Hours</th><th>Unbilled Hours</th></tr>


<!--Billable Hours:-->
<tr><th> [#(?object=timesheet;criteria=isagainstjob=1;groupfunction=sum)~totalhours~#]</th>

<!--Not Billable Hours:-->
<th> [#(?object=timesheet;criteria=isagainstjob=0;groupfunction=sum)~totalhours~#]</th>

<!--Billed Hours:-->
<th> [#(?object=timesheet;criteria=tsinvoiceid>0 and isagainstjob=1;groupfunction=sum)~totalhours~#]</th>

<!--Unbilled Hours:-->
<th> [#(?object=timesheet;criteria=tsinvoiceid=0 and isagainstjob=1;groupfunction=sum)~totalhours~#]</th>

</tr>

</table>

The code between the [#(?object=timesheet) and closing #] will be repeated for each timesheet item to be included.

Other examples include:

Last Timesheet Entry Date

[#(?object=timesheet;groupfunction=max)~actiondate~#]

Non-Invoiced Hours

<!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=tsinvoiceid=0 and isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->

Invoiced

<!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=tsinvoiceid>0 and isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->

Non-billable hours

<!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=isagainstjob=0;groupfunction=sum)~totalhours~#]",",",""))*1)-->

Billable Hours

<!--@sscalculation((REPLACE("[#(?object=timesheet;criteria=isagainstjob=1;groupfunction=sum)~totalhours~#]",",",""))*1)-->

Actual Hours (total hours)

<!--@sscalculation(REPLACE("[#(?object=timesheet;groupfunction=sum)~totalhours~#]",",","")*1)-->

Timecodes

[#(?object=timesheet;)~timecode~<BR>#]

Implementation Note: Saving timesheet records does not trigger the template formulas of Level 1 objects to which they are associated. To have fields summing timesheet items on the Level 1 record, use Read Only - System Variable fields.

See Also

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