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VPVI-59:What?...You Want to Track Volunteer Time but not Charge Time to a Project?
Kari Mead, Bartlett & West, Inc.
Bartlett & West, Inc.
Established in 1951
Main Office: Topeka, KS
ESOP- 350 Employees
17 Locations
Multi-Discipline Engineers
• Field Services
• Landscape Architecture
• Railroad Services
• Data Management
• Design Build (Subsidiary)
Introduction
• Started at BW in 2005
• Located in Topeka, KS
• Title: Revenue & Accounting Systems Manager
• Revenue / Project Accounting
• Vision – All Applications
• Special Projects – Revenue/Vision related
5 November 2019 3
Vision
Started on Vision in 2006
Using Vision 7.6 – On Premise
• Vision Core
• Project Planning & Resource Mgmt
• CRM (Limited Use- Use HubSpot mostly)
• Touch Time and Expenses
• iAccess (Very limited use)
• Paylocity for payroll & benefit admin
5 November 2019 4
The Question
Joint Leadership Committee- Sept 2018
Would it be possible to Track
Volunteer hours on timesheets?
What? You Want to Track Volunteer Time, but not Charge time to a Project?!!
Yes; no; maybe;
you’ve got to be kidding me,
are you nuts?!
(We were just thinking that it would be nice if it was somewhere in Vision that
everyone already touches…)
5 November 2019 9
How do I use the timesheet
process to track items that may
occur on a daily basis?
Whether I charge time or not…
5 November 2019 10
What is this and Why use it?
11/5/2019 11
The Process
Process Questions- What are you wanting to track?
• One Purpose…usually
• One project or…can it occur on multiple projects?
• Who does it apply to and how do they do their timesheet?
• How do you want to report it?
• What are your description needs?
• Where do I need to apply edits?
Unit Unit Table Project
Project
Unit Table Project
Unit Project
Unit Table Project
Project
Existing
or
New
Turn on Unit Timesheet….For the Company
11/5/2019 15
Don’t Check
this box
Set up a Unit Tableand Unit
11/5/2019 16
Create the Unit
11/5/2019 17
For Employee Access
Leave Billing/Cost
Blank
Choose G/L Accts that
will raise red flags if
anything posted to them
Tracking with no labor…Set up your Project(s)
11/5/2019 18
Turn on Unit Timesheet….For the Employee
11/5/2019 19
Turn on by
Employee
Turn on Unit Timesheet… Mass Update
5 November 2019 20
Grab All Active
Employees in your
Selection
Timesheet
Unit Timesheet example
11/5/2019 22
On Timesheet Hours Tab or not?…..
Things to consider:
• Experience level with units
• Visibility
• Edit process confidence
11/5/2019 23
Unit Timesheet….Description
11/5/2019 24
**Reports with Unit Descriptions & Employee Info**
5 November 2019 25
How do you want to handle Descriptions?…..
Things to consider:
• Employee Name/Number format
• Charity organization name
• Project(s) Set-up
• Reporting needs/output
• Custom report options
• Name added automatically to unit
11/5/2019 26
Project Detail Report Output for Unit Description
5 November 2019 27
Type
Reference #
Transaction
Date
DescriptionUnit Name
Quantity & Unit Label
Cost Billing
** Employee Name is not normally part of output- need to add
* Cost and Billing don’t both print out when blank- just print once
Answer: Create Edit Report or Employee Can Add
11/5/2019 28
Alternative: Have user add employee name, # or userid to Unit
Description
OR
Unit Timesheet….
11/5/2019 29
TKUN Batch Generated when Timesheets Post Post
11/5/2019 30
Edits
Edit Processes- Where are your Pain Points?
Labor
• Project Detail --looking for hours
• Add an edit to timesheet edits
TKUN
• Check descriptions
• Check weird quantities
After
• Account Analysis – check G/L balances
• Transaction Entry – Unpost / Fix / Repost
11/5/2019 32
This is dependent on how you set up the program- labor or not.
Review TKUN Unit Batch before Posting
11/5/2019 33
Description &
Quantity Review
Reporting
11/5/2019 35
Project Detail Report
11/5/2019 36
Expense Detail Report
11/5/2019 37
Unit Detail Report
(Only Standard report with units &Employee Name & Number)
11/5/2019 38
Unit Transaction List-prior to Posting TKUN Batch
11/5/2019 39
Unit Posting Log (After Posting TKUN Unit Batch)
11/5/2019 40
11/5/2019 41
As of August 23rd
11/5/2019 42
Individual Employee Tracking – YTD Unit Detail
11/5/2019 43
Tips
Description Example:
/Kari Mead/ Meals on Wheels/
or
Kari Mead / Meals on Wheels
5 November 2019 45
Unit Timesheet Format….
11/5/2019 46
-Drag & drop columns in this order
-Unit is easy to see and update
-Table name can serve as add’l
reminder
-Project/Phase/Task handy (WBS)
1 2 3 4
Magnifying Glass Download
11/5/2019 47
Sorting & Grouping to Reduce Key Strokes Later
11/5/2019 48
Delete out Label
Magnifying Glass Download and Export to Excel
11/5/2019 49
Other Applications
11/5/2019 51
Tracking Overnights Example Output
11/5/2019 52
Overall Unit Set-up
Considerations for Units
Full unit system:
• Contact Deltek or contract with a Deltek Partner
Partial unit system: (no costs)
• Billing in Interactive Billing
• Tracking program
Unit Set-up by ‘Org’
5 November 2019 55
Takeaways
• You can say ‘Yes’ when asked about daily tracking abilities
tied to the Timesheet
• Works whether you want to track time or not
• Always start with output….
• How do you want to report it?
– Guides Description needs
11/5/2019 56
Questions?
Thank you………………
Kari Mead
Bartlett & West, Inc.
1200 SW Executive Dr.
Topeka, KS 66615
Direct: 785-228-3162
Cell: 785-215-9788
Email: [email protected]