Enabling Timecard Sync on the Timer

When recording timer sessions with the timer, it is possible to create timecards from your timer sessions, and record timer sessions against existing timecards. To do this, select the timer sessions you'd like to create timecards for and click Enable Timecard Sync from the menu.

To view the time, date, and notes for a timer session, click the drop down arrow next to the name of your session in the list view.

Once timecard syncing has been enabled, refresh time entry to view the sessions synced to your timecard. Multiple sessions for the same record for one day are summarized in the day view in the timecard. Any notes that are added on timer sessions are also included in the notes tab of your timecard.

Note:

The ‘Current’ Task Time Entry Mode is not supported by enabling timecard sync on the timer.

To view the time, date, and notes for a timer session, click the drop down arrow next to the name of your session in the list view.

You can enable timecard sync on currently running timer sessions, however the timecard is not created until the timer session is stopped. Refresh time entry to view the sessions synced to your timecard and to view the timecard. Multiple sessions for the same record for one day are summarized in the day view in the timecard. Any notes that are added on timer sessions are also included in the notes tab of your timecard.

Notes:
  • It is not possible to enable timecard sync for custom objects. Timecard sync can only be enabled against assignments, projects, cases, and project tasks.
  • Tasks must have associated PTAs when enabling timecard sync. You cannot change the record your session is recorded against once timecard sync has been enabled.
  • You cannot change the record your session is recorded against once timecard sync has been enabled.
  • An administrator can configure your org to automatically enable timecard sync each time you create a new session.

Automatically Enabling Timecard Sync

An administrator can configure your org to automatically enable timecard sync, each time you create a new session. This is controlled by the Auto Enable Timecard Sync field, on the Timer Settings custom setting.

Note:

You cannot edit the Timecard Context fields on the Edit window when timecard sync is enabled, and a timecard is created for a timer session. These fields are also automatically populated for your session where available. For example, selecting an assignment automatically populates the Timecard Assignment and Timecard Project in the Timecard Context section.