Timecard Task Hours

You can add, delete and view tasks on your timecards in the PSA Time Entry Lightning component, and record the time spent on these tasks. The type of task you can add depends on how your org is configured. Certain tasks can only be added against certain assignments, milestones, and projects. Contact your administrator for more information on how your org has been configured.

To add tasks to timecards:

  1. Open your draft or saved timecard in the PSA Time Entry Lightning component.
  2. Navigate to the Task Hours tab located at the bottom.
  3. Click Add Task.
  4. Select a project task from the picklist.
  5. Enter the amount of time.
  6. [Optional] You can select further project tasks one at a time, and enter time against them if you have more than one task to record time for.
  7. Click Save.

To delete tasks click the delete icon to the right of the task. Note that if you delete a task from one day, it will be removed from all days it has been entered on.

Notes:

You must have the PSA - Enter Time Against Tasks permission set assigned to delete tasks. Contact your administrator to ensure your user profile has the necessary permissions.

Changing your selected project, assignment or milestone will clear the tasks and hours you have entered.

You can also pre-populate tasks on your timecards, according to how your org has been configured. Contact your administrator for more information.

Task hours are tallied into the Summary tab as they are entered, depending on your task time mode. Similarly, deleting a task and it's associated hours will remove this time entry from the summary.

Task Restrictions

The following configurations are in place when adding tasks and task hours to your timecard:

  • Your timecard will not save or submit if no hours have been entered on your tasks, unless you have a custom configuration which allows this in your org.
  • You will not be able to amend or delete the task hours once the timecard has been submitted.
  • You cannot duplicate tasks.
  • Only tasks that are assigned to the currently selected project are available to select in the tasks picklist.
  • Tasks and projects that are closed to time entry are not available to select in the tasks picklist.