Finding Delinquent (Overdue) Time Sheets

A time sheet becomes delinquent (overdue) when all of the following are true:

  • The time sheet policy for the associated resource requires the resource to submit a time sheet for each time period. (For information about time sheet policies, see How Time Sheet Policy Controls Time Sheets and the Time Management Configuration Guide.)

  • Today's date is after the end date of the time sheet's time period.

  • The associated resource has not created the time sheet (it will be reported as Missing), has created but not submitted it (its status is Unsubmitted), or needs to rework and resubmit it (its status is In Rework).

You can use the Delinquent Time Sheets report to view summary information for all delinquent time sheets in the system, or for a subset by using filter criteria you specify, if you have the Time Mgmt: View All Time Sheets (Summary Info Only) access grant.

To generate the Delinquent Time Sheets report:

  1. Log on to PPM.

  2. From the menu bar, select Open > Reports > Create Report.

    The Submit New Report page opens.

  3. From the Report Category option, select Time Management.

  4. Click Delinquent Time Sheets.

    The Submit Report: Delinquent Time Sheets page opens.

  5. Specify filter criteria as described in the following table:

    Field Name (*Required)

    Description

    *Previous Time Periods to Show

    Applies your other search criteria to include time sheets from the number of previous time periods you specify.

    *Include Current Period

    Applies your other search criteria to include time sheets from the current time period. When you specify this option, consider how close today's date is to the end of the current time period.

    *Grace Period in Days (affects past periods only)

    Specify the number of days to include in the grace period. Type any numeric value between 0 and 31.

    Resource

    Limits the search to delinquent time sheets for the resources you specify.

    Direct Manager

    Limits the search to delinquent time sheets for the direct reports of the manager you specify.

    Default Time Approver

    Limits the search to delinquent time sheets for the resources who have the default time approver you specify.

    Organization Unit

    Limits the search to delinquent time sheets for resources in the Organization Unit you specify.

    Time Sheet Status

    Limits the search to delinquent time sheets with any of the following statuses you specify:

    • In Rework

    • Missing (that is, not created)

    • Unsubmitted

    If not specified, delinquent time sheets that have any of these statuses and that meet other filter criteria are included.

    Sort by

    Sort the results by Period Name or Resource.

    Include Children Organization Units

    Option to include delinquent time sheets of the children of the selected Organization Unit.

    Start Date The time sheets whose time periods are later than or cover the start date you specified are included in the report.

    Note: For information about scheduling and notifications options, see the Reports Guide and Reference.

  6. Click Submit.

    The Delinquent Time Sheets report runs.

  7. Review the list of delinquent time sheets in the report.

    If a delinquent time sheet has not even been created, its status is shown as Missing. (If a delinquent time sheet was created but later cancelled, it is considered Missing, as though it had never been created.)

  8. As needed, open any time sheet that is not Missing by clicking its link in the Period - Time Sheet # column.