Viewing Record Details in Timesheet Entry

The Record Details panel displays record information about the timecard you are entering time for. Select Record Details to open the panel.

The following tabs are available to display:

  • Task
  • Project
  • Assignment
  • Milestone

Selecting different record types in the grid may result in different behavior in the Record Details panel. The default tab displayed when opening the Resource Details panel varies depending on the timecard selected:

  • Selecting a timecard logged against a project opens the Resource Details panel on the Project tab.
  • Selecting a timecard logged against a project task opens the Resource Details panel on the Task tab.
  • Selecting a timecard logged against an assignment opens the Resource Details panel on the Assignment tab.
Note:

The fields displayed in the Project and Assignment tabs are customizable. For more information see Setting Up Timesheet Entry.

Task Tab

The Task tab is visible when selecting a project task in the Timesheet Entry grid, and recording time against task times is enabled.

The Task tab displays the following fields:

  • Status
  • Estimated Time to Completion (Task)
  • Start Date
  • End Date
  • Estimated Hours
  • Actual Hours
  • Hours Remaining
  • Projected Hours
  • Percent Complete (Hours)

And the following checkboxes:

  • Blocked
  • Started
  • Completed

You can only view the record details of one project task at a time.

Note:

Your administrator must grant you access to the fields in order to view them in the panel.

You can also edit your project task by clicking Edit in the task tab of the Record Details panel.

Project Tab

The Project tab is visible when selecting a project in the Timesheet Entry grid.

The Project tab displays the following fields:

  • Project Status
  • Billable Hours (Internal)

Assignment Tab

The Assignment tab is visible when selecting a project or project task with an associated assignment in the Timesheet Entry grid.

The Assignment tab displays the following fields:

  • Percent Allocated
  • Description
  • Created Date

Milestone Tab

The Milestone tab is visible when selecting a project or project task with an associated milestone in the Timesheet Entry grid.

The Milestone tab displays the following fields:

  • Project
  • Target Date
  • Status
Note:

To view this tab the Use Milestones property must be selected. Contact your administrator for more information.

Updating the milestone in the Timesheet Entry grid also updates the milestone displayed in the Milestone tab.