Revoke Wizard

The Revoke Wizard is a time-saving tool. Track Coordinators will have an option to revoke specific allocations instead of voiding the entire timesheet. Vendor Timekeepers only need to correct the allocations that have been revoked by the Track Coordinators.

The Revoke Wizard is the solution to correct specific allocations within a timesheet.
The entire timesheet should be voided if an activity needs to be corrected.
Users must have permission to access the Revoke Wizard to revoke or correct the allocations.
The revoke process can be applied to the Labor, Equipment, and Material modules.
Authorizing the revoked allocations carries the same process when using Express Central.

Revoke an Allocation

After accessing Track, hover a mouse pointer over Invoices.
Drop down to Timesheet, then select Revoke to open the Revokes screen.
Enter a partial timesheet reference number into the Timesheet Reference # text box. While typing in the timesheet reference number, a list of timesheets that contains the numbers typed will populate.
Select a timesheet from the listing or click the Next button to select the timesheets from the listing. The allocations with the associated timesheet reference numbers are displayed in the Select Resources to Revoke tab.
Click a checkbox on a line item to select an allocation to be revoked.
Click the Next button. The selected allocations are displayed on the Review Resource tab.
To add one or more allocations from an additional timesheet, click the Add Additional Timesheet button.
To remove an allocation from the grid, click the Delete icon on a line item.
To revoke an allocation, click the Comment icon to enable the text box for each line item.
Enter a comment into the text box.
Click the Finish button to revoke the selected allocations.
The alert is enabled at the Track Main Window. Click Home to open Track Main Window.
Hover a mouse pointer over the red Alerts icon to display a message that the revoke has been processed. Refer to Revokes Completed for the Alert setup at the Personal Information screen.

Revoked Allocations on the Labor Hours Not Allocated Report

To view the revoked allocations on the Not Allocated Reports, hover a mouse pointer over Allocations.
Drop down to Not Allocated Reports, then select Labor to open the Labor Hours Not Allocated screen.
NOTE: Select the Equipment or Material option if the revoke allocations are from the Equipment or Material module.
Select an organization and labor group from the appropriate drop-down list.
Enter a date into the From text box or select a date from the Calendar.
Click View. The labor hours that have not been allocated are displayed in the Report Details grid with the Revoke icon.
Click the hours’ link to open the Allocate Labor screen.

Correct the Revoked Allocations

Click Allocations at the menu bar to open the Allocation Labor screen. The original allocation appears as read-only with the timesheet reference numbers in the grid while the revoke allocation appears as a negative allocation.
Allocate the available hours by selecting the cost objects from the appropriate Levels.
Click Submit. The corrected allocations appear on the next line item in the grid.
Click the Accept/Unaccept Allocation button to accept the allocation.
Select Invoices at the menu bar to open the Authorization Central screen.
NOTE: Authorize the revoked allocations carries the same process when using the Express Central.
Click the checkbox to enable the From and To text boxes.
Enter a date into the From text box or select a date from the Calendar.
Click View. The allocations are displayed in the Authorization Detail grid.
Click Expand All to expand all the line items. The revoked allocation with a negative number of hours has the Revoke icon displayed on the line item, while the corrected allocation is displayed with a positive number of hours.
Click the checkbox on the line item to select an allocation.
Click Authorize. The selected allocation is authorized, and the timesheet is created.