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Timecard Settings

You control the classic timecard UI using the settings in the Timecard configuration group.

You can control the enhanced timecard UI from the Timecard configuration group or the timecard custom settings. The fields in custom settings "Timecard Settings" and "Timecard Entry UI Personal Settings" have the same names as those in the Timecard configuration group.

If you opt to use the PSA Timecard configuration group to control the enhanced timecard user interface, all settings are org-wide; personal (individual user) settings are not available unless you use the timecard custom settings.

Contact FinancialForce Customer Support for more details.

Enhanced Timecard User Interface Settings

Use these settings to manage the enhanced timecard user interface in custom settings in FinancialForce PSA

Note

If the Use Appirio Core For Configurations checkbox is selected, FinancialForce PSA uses the settings on the Configuration Groups tab for the new timecard UI and the settings in Timecard Entry UI Global and Timecard Entry UI Personal are ignored. When this is the case change the settings on the Timecard configuration group.

Timecard Entry UI Global Settings

Use these global UI settings to manage the Timecard user interface when the Timecard Entry UI Switch is selected.

Timecard Entry UI Personal Settings

Use these settings to control user-specific behavior for the Timecard Entry pages. Each user experiences the results of these settings separately.

Field	Description
Additional Fields	Comma separated list of API names of additional fields to be displayed on the timecard user interface in the Additional Fields column. The fields you specify only appear when they exist and the user has write permissions on them.
Assignment project editable after save	Indicates whether the assignment and project are editable in a timecard when the timecard has a status of Saved.
Project editable after save audit Notes	Indicates whether audit notes are automatically created when the assignment or project in a timecard is changed. Four tokens are used: <User> — The user carrying out the action on the timecard. <Date> — Today's date. <Old project> — The original project or assignment name on the timecard. <New project> — The new project or assignment name that the user selected. For instance, the default value is: User <user> changed the Project from <oldproject> to <newproject> on <date>. Note The audit notes field on the timecard header is limited to 255 characters. If you exceed this limit, timecards will not save.
Assignment tooltip fields	Fields to use as tooltips for Assignments, displayed when hovering over the “i” icon on the Timecard line, in addition to the Project tooltip fields. You must enter a comma separated list unless you are using the configuration option in the Timecard configuration group. Each field that you include in the list must be in the same case as the field name and include a namespace where applicable.
Copy Additional Fields From Previous Week	Indicates whether the additional fields are copied from the previous week's Timecard.
Copy ETC From Previous Week	Indicates whether ETC fields are copied from the previous week's Timecard.
Copy Hours From Previous Week	Indicates whether Hours fields (Monday-Friday) are to be copied from the previous week’s Timecard lines.
Copy Locations From Previous Week	Indicates whether Location fields are to be copied from the previous week’s Timecard lines.
Copy Methodology From Previous Week	Indicates whether Methodology fields are to be copied from the previous week’s Timecard lines.
Copy Milestone From Previous Week	Indicates whether Milestone fields are to be copied from the previous week’s Timecard lines.
Copy Notes From Previous Week	Indicates whether Notes fields are to be copied from the previous week’s Timecard lines.
Copy Phase From Previous Week	Indicates whether Phase fields are to be copied from the previous week’s Timecard lines.
copy travel from previous week	Indicates whether Travel fields are to be copied from the previous week’s Timecard lines.
disable cache	If true, disables pre-loading of all the data while the timecard user interface loads, however this setting potentially slows performance.
Default billable	If true, the Billable drop down field will be shown as disabled (non-editable by user).
Default Week Offset	Indicates the number of weeks to change the default timecard week loaded in the timecard by. For instance, if the value is –1 the previous week is loaded; if the value is 1, the next week is loaded.
Empty lines to append on add lines	Number of new Timecard lines that will be added after clicking the Add Lines button.
Empty Timecard lines to append by def	Number of Timecard lines that will be displayed when initially entering the UI, after deleting Timecard rows, or when the UI is refreshed.
Holiday Color Code	Color to be used on the date column heading where the day is a work calendar holiday for the selected resource.
Methodology field position is popup	Set the value to true if you want the Methodology field to appear in the Notes. Set the value to false if you want the Methodology field to appear on the timecard line.
Milestone field position is popup	Set the value to true if you want the Milestone field to appear in the Notes. Set the value to false if you want the Milestone field to appear on the timecard line.
Note location allowed	Determines whether the Travel Location field will be available in the Notes.
Phase field position is popup	Set the value to true if you want the Phase field to appear in the Notes. Set the value to false if you want the Phase field to appear on the timecard line.
Proj assig dropdown account custom field	Determines which field, if any, from the Project’s Account will be pre-pended to the Assignment names for which Timecard lines are being entered.
Project tooltip fields	List of Project fields to be shown as tooltips when hovering over the “i” icon.
Schedule grid weekend delta	Determines the number of weeks ahead of the Timecard weekend to show in the Schedule display on the bottom half of the page.
Show Alert For NonZero HolidayHours	Indicates whether an alert is displayed when a user enters a non zero value on a day marked as holiday when that holiday is to have zero working hours.
Show Alert for Non Zero Weekend Hours	Indicates whether an alert is displayed when a user enters a non zero value for a day that has zero working hours in the selected resource work calendar.
Show Milestone as Field	The field to use as the milestone name field. When you specify a valid field name, the value of that field is displayed in place of the Milestone Name for all the milestones shown in the lookup list.
Show Recall On Timecards	Indicates whether a recall link is displayed on submitted timecards.
Show schedule grid	Determines whether the Schedule grid section will be displayed on the bottom half of the page.
Show Schedule Grid Expanded By Default	Determines whether the Schedule grid section will be automatically expanded to show all the Resource’s Assignments on the bottom half of the page.
Show Timecard etc	Determines whether the ETC field will be shown on the Timecard line details dropdown.
Show Timecard methodology	Determines whether the Methodology select list will be shown on the Timecard line details dropdown.
Show Timecard milestone	Determines whether the Milestone select list will be shown on the Timecard line details dropdown.
Show Timecard phase	Determines whether the Phase select list will be shown on the Timecard line details dropdown.
TC Fields NOT To Copy From Previous Week	By default, all Timecard fields are copied from the previous week's Timecard record. Use this setting to specify tell which fields should not be copied.
TC Hour Fields To Copy From Schedule	Determines which Timecard Hours fields to copy from Schedule. Monday_Hours__c,Tuesday_Hours__c,Wednesday_Hours__c,Thursday_Hours__c,Friday_Hours__c ,Saturday_Hours__c,Sunday_Hours__c
Top_Assignment_week_load_limit	Number of weeks for which top Assignments/Projects show on Project/Assignment overlay Top_Assignment_week_load_limit: Number of weeks for which top Assignments/Projects to loaded to show on Project/Assignment overlay.
Top Assignment to show count	Number of top Assignments to be shown in the Project/Assignment overlay.
Top Project to show count	Number of top Projects to be loaded to show on Project/Assignment overlay.
Use Assignment id	Determines whether the Assignment ID should be used when displaying Assignments on the Timecard page.
Width_px_for_milestone_drop_down	Controls the pixel width for Milestone dropdown on Timecard Entry UI.
Width px for Project assig drop down	Controls the pixel width for Project/Assignment dropdown on Timecard.
Weekend Color Code	Color to be used on the date column heading where the day is a non working day for the selected resource.

Timecard Configuration Group Settings

This section lists the timecard settings that you can only change in the Timecard configuration group. For other timecard configuration settings in the Timecard configuration group, see "Timecard Settings" and "Timecard Entry UI Personal Settings".

Field	Description
allow-post-submit-edits-after-close	Indicates whether the Closed for Time Entry checkboxes on parent records such as projects, assignments and milestones only stops time entry on new or unsubmitted timecards. When the option is enabled, users cannot enter new timecards or submit a timecard that was not previously submitted.
assignment-project-editable-after-save-audit-notes	Indicates whether audit notes are automatically created when the assignment or project in a timecard is changed. Four tokens are used: <User> — The user carrying out the action on the timecard. <Date> — Today's date. <Old project> — The original project or assignment name on the timecard. <New project> — The new project or assignment name that the user selected. For instance, the default value is: User <user> changed the Project from <oldproject> to <newproject> on <date>. Note The audit notes field on the timecard header is limited to 255 characters. If you exceed this limit, timecards will not save.
assignment-strict-end-date-restriction	Indicates whether the timecard end date must not be later than the Assignment End Date. When this option is set, timecard hours for days after the Assignment End Date must be zero.
assignment-strict-start-date-restriction	Indicates whether the timecard start date must not be earlier than the Assignment Start Date. When this option is set, timecard hours for days prior to the Assignment Start Date must be zero.
est vs actuals timecard status	Timecards that have a status which is included in the values for this field appear in the estimates versus actuals calculations. When a user changes the status of a timecard to a status that is not included in the list, the actuals for that timecard are removed from the estimates versus actuals calculation. For example, if you change the status from Submitted to Rejected, that timecard is no longer included in the calculation. Note This setting is no longer used. Use the Timecard Statuses field in the Est Vs Actuals Settings custom setting to set the timecard statuses to include in the calculation. For instance, if you want timecards with a status of Saved to be included in the calculation, add Saved to the comma delimited list in the Timecard Status field of the Est Vs Actuals Settings custom setting.
missing timecard status	Timecards with a status other than the ones listed in the values are included when PSA calculates missing timecards. Add a value to the missing-timecard-status field for each status that you do not want to generate a missing timecard for. You can add :Saved, Submitted and Approved.
Save timecard with zero hours	Indicates whether users can save timecards with zero hours.
show-recall-on-timecards	Indicates whether a recall link is displayed on submitted timecards.
Submit timecard with zero hours	Set the value to true if you want users to be able to submit timecards with zero hours, otherwise set the value to false.
update assignments with timecard costs	If you want the Assignment roll-up fields to update when users submit timecards, set the value to true, otherwise set the value to false.
update milestones with timecard costs	If you want the Milestone roll-up fields to update when users submit timecards, set the value to true, otherwise set the value to false.
update-approver-on-edit	Indicates whether the Approver field on a timecard is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToTimecardApprover configuration option in the ASM TriggersAutomated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration group.
update-tch-from-tc-sync	Indicates whether changes made on timecard splits are carried out on the related timecard at the time the change is made on the timecard split.

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