Customer Success Timesheet Entry Overview

The Customer Success Timesheet Entry page provides you with a central location to view, add, and enter time against time records. The page contains the Time Entry Grid. You can access the page from the App Launcher.

Time Entry Grid

The page contains the Time Entry Grid, which enables you to easily view, update, and enter time entered against accounts, and their child records. You can also submit timecards to be used in reporting from the Time Entry Grid.

For more information, see:

Concepts

Reports Overview

Time Management Reports

Tasks

Using the Time Entry Grid

Adding Time Records to a CS Timesheet

Entering and Updating Time in the Time Entry Grid

Submitting and Recalling Timecards in Time Entry Grid

Editing Miscellaneous Time Records in Time Entry Grid

Copying Existing Timecards to the Current Week in the Time Entry Grid

Changing Resources in the Time Entry Grid

Deleting Records from the CS Timesheet

Reference

CS Timecard Fields

Miscellaneous Time Fields

Objective Time Fields

Playbook Time Fields

Playbook Task Time Fields

Success Plan Time Fields

Time Entry Grid Lightning Component Properties

Time Entry Grid Lightning Component Permissions