and on the Enhanced edition also available from Edit/View Details; E – On the Enhanced edition only available from Edit/View Details or the notes icon.Here is a description of the fields and buttons on the timecard entry page.
Key: * – Mandatory; U – On the Classic edition only available from the notes icon and on the Enhanced edition also available from Edit/View Details; E – On the Enhanced edition only available from Edit/View Details or the notes icon.
| Field | Description | |
|---|---|---|
| Week Ending Date | * | Date of week end day. |
| Resource | * | Name of the resource. Read-only if you are entering your own timecard. |
| Project/Assignment | * | Projects and assignments for this resource. |
| Billable | Whether the hours are chargeable to the customer. | |
| Milestone | E | The project milestone to which the timecard entry refers. If the Closed for Time checkbox is selected for a milestone, that milestone is not available for selection. |
| Phase | The phase in the project to which the timecard entry refers. | |
| Methodology | U | The current step in the Project Methodology. |
| Daily Notes | U | Enter daily notes for the timecard line. |
| Travel | U | Select if the time involved travel. |
| Location | U | The destination of the travel. |
| Weekly Notes | U | Weekly notes for the timecard line. |
| Audit Notes | U | Audit Notes for the timecard line. |
| ETC | Estimated Time to Completion. | |
| Status | Status of the timecard line. | |
| Recall Action | Action that you can carry out to recall the timecard line. |
Additional timecard fields that your administrator has configured PSA to display are shown in the Additional Fields section of View/Edit Details.
Key: E – Enhanced edition only.
| Button | Description | |
|---|---|---|
| Add Lines | Adds new timecard lines. | |
| Delete Lines | E | Deletes all saved or unsaved timecard lines. |
| Copy from Schedule | Copy time from schedule default. The days of the week that are to be copied are set by your administrator. | |
| Copy from Previous Week | Copy time from the corresponding entries from previous week. Depending on the configuration that your administrator has set, on the enhanced timecard user interface you can choose to copy these fields:
|
|
| Save | Save the timecard, but do not submit it. | |
| Submit | Submit the timecard for approval. | |
| View/Edit Details | Depending on the state of the timecard line, display or edit daily and weekly notes fields, set travel information and enter information in additional fields. |
A read-only view of the defined schedule for the assignment, showing number of scheduled hours for each day.
Key: * – Mandatory field; U – Only available on the Enhanced edition from Edit/View Details.
| Field | Description | |
|---|---|---|
| Week Ending Date | * | Date of week end day. |
| Daily Notes | U | Enter daily notes for the Assignment Schedule. |
Key: E – Enhanced Edition Only.
| Button | Description | |
|---|---|---|
| Edit Details | E | Display daily notes fields for the Assignment Schedule where you can enter notes for each day. |
| Done | E | Close the daily notes fields. |
| Save | Save changes to the schedules. |
Related Information
Related Tasks
Approving and Rejecting Timecards