Using Timesheet Entry

Timesheet Entry enables you to submit time against multiple projects and assignments. You can also view and add daily notes with details such as the location for off-site visits or meetings, as well as edit, save, and submit your timecards for approval.

Timesheet Entry utilizes your associated work calendar and defaults to the set week start day set on your work calendar. The default week upon opening Timesheet Entry is the current week.

You can navigate to previous weeks in Timesheet Entry by clicking Previous and back to the current, or future weeks, by clicking Next. Click Today to return to the current week. You can also use Date Input to navigate to a date in the past or in the future.

Warning:

Clicking Submit locks your timesheet, preventing further amends.

Creating Timecards from Assignments

To create timecards from assignments:

  1. Click Add and select Create From Assignments.
  2. The Add from Assignments window opens. which enables you to search and select assignments to create timecards from.
  3. Select the assignments you want to create timecards from and click Select.
Note:

The maximum amount of assignments displayed in the list is fifty.

Creating Timecards from Global Projects

To create timecards from global projects:

  1. Click Add and select Create From Global Project.
  2. The Add from Global Projects window opens, which enables you to search and select global projects to create timecards from.
  3. Select the global projects you want to create timecards from and click Select.
Note:

The maximum amount of global projects displayed in the list is fifty.

Recording Daily Notes

To record notes in Timesheet Entry:

  1. Click Add Notes to open the Timecard Notes window in Timesheet Entry.
  2. In this window you can also view your Project, Assignment, and Total Hours.
  3. In the Weekly Notes text box, enter the required weekly notes for your timecard entry. You can enter up to 255 characters by default.
  4. Each day of your timesheet has a section for daily notes, enter your required daily notes for your timecard. You can enter up to 255 characters against each day.
  5. [Optional] You can also enter travel time and the location, if your administrator has configured Timesheet Entry to enable these fields.
  6. Click Add.

You have now recorded daily notes against your timecard.

Editing Timesheet Entry Lines

You can amend the time entered on timecards by using Increase to increase the hours, or Down Arrow to decrease the hours. You can also click the cell and directly type the amount of hours. Click Save to save your changes.

Deleting Timesheet Entry Lines

To delete timecards, select the ones you want to delete and click .

Note:

You cannot delete timecards that have already been submitted.

Recalling Timesheet Entry Lines

To recall timecards, select the ones you want to recall and click Recall.

Note:

Recalling timecards is only possible on timecards with a status of Submitted.

Timecards Summary

The Timecards Summary displays summary cards for Timesheet Entry, as well as displaying the name of the resource time is being entered for. These summary cards correspond to the time that is currently logged against the resource's work calendar.

The Timecards Summary consists of the following summary cards:

  • Work Calendar Hours
  • Saved Hours
  • Submitted Hours
  • Remaining Hours to Submit