Setting Up Timesheet Entry

You can use Timesheet Entry to record time against multiple projects and assignments in more detail than Compact Time Entry.

To set up users to use Timesheet Entry, you must complete the following steps:

  1. Assign the following permission sets to users who use time entry:
    1. PSA - Enter Time Against Projects and Assignments.
  2. Ensure your user has a resource record set up. Users are unable to record time in Timesheet Entry without this.
  3. Ensure your users are assigned the relevant read/edit permissions for all of the fields used in Timesheet Entry.
Note:

Timesheet Entry utilizes the associated work calendar of a user. If a default week start day has not been defined in the work calendar, or a user has no associated work calendar, the default week start day defaults to the day set in the Timecard Personal UI custom settings. For more information, see Timecard Settings.

Recording Daily Notes

To enable users to record travel time and locations in their timecard notes, ensure the Travel and Location fields are enabled in the Timecard Personal UI custom setting.

Customizing Timesheet Entry

Timesheet Entry supports the use of custom field sets. You can also assign custom field sets to the Create from Assignment and Create from Global Project windows.

To do this, create your new field sets in Set Up and assign them to Timesheet Entry using the Assignment Lookup Fieldset Name and Project Lookup Fieldset Name fields, in the Time Entry Personal UI custom setting.

Note:

Users must be assigned read/edit permissions for the fields added to your custom field sets.