Timesheet Template – Setup Tab

This article details the timesheet options available in the Setup tab of the Timesheet Template Edit page.

Caution: This article applies to the new My Timesheet experience.

Show Notes:

Currently the Show Notes option does not impact the availability of the Timesheet Notes button located within the new My Timesheet. The Notes button is available provided the logged user has View right to Notes.

Show Timesheet History:

When the Show Timesheet History option is selected, Users can access the Timesheet History through the new My Timesheet context menu. Otherwise the Timesheet History option will be unavailable to them.

Note: This option is selected by default.

Show Non-working Time section:

When the Show Non-working Time option is selected, Users can choose Non-Working Time Entry Type from the New Assignment dialog box allowing them to assign and enter time against Non-Working Time.

Note: This option is selected by default.

Note: When the option Show Non-working Time is selected, you can then define which Non-working Time are available to Users. From the table you can add, delete, and edit them. For Further details refer to Configuring the Timesheet Template so users can see the Non-working Time in their Timesheet page.

Note: When editing or saving a Timesheet Template, the system verifies that all selected leave times exist in the database. If a selected leave time is deleted from the database, it is removed from the Non-working Time table.

Show Leave Time Summary section:

When the Show Leave Time Summary is selected, Users can access the Leave Time Summary through the new My Timesheet context menu. Otherwise the Leave Time Summary option will be unavailable to them.

Note: This option is selected by default.

Upon selecting Show Leave Time Summary, you can then choose:

• Time Used to display the number of hours used for the leave time.
• Time Remaining to displays the number of unused hours remaining for the leave time.
• Time Available to display the number of hours that can be borrowed for the leave time; when these hours are used and deducted from Time Available, the Time Remaining goes into a negative.

Note: The above mentioned options are selected by default.

You can then define which Leave Time are to be shown within the Leave Time Summary dialog box. By default the Vacation, Sick Leave and Personal Day options are set. For further details refer to Showing the Leave Time Summary Section on User Timesheets.

Note: When editing or saving a template, the system verifies that all selected leave times still exist in the database. If a selected leave time is deleted from the database, it is removed from the Leave Time table.

Show In/Out Timesheet section:

The In/Out Times section of the Timesheet allows users to enter their in/out times similar to punching a time clock.

For details refer to Showing the In/Out Section on User Timesheets.

Show Project Time section

1. Select Show Project Time to display the selected project time fields in the New Assignments dialog box.
2. When the Show Adjustments is selected, Users can select the Adjustment Entry Type from the New Assignment dialog box. Otherwise the Adjustment option will be unavailable to them.
3. Default new Assignment: Selecting Do not display option, will remove the ability for users of the New Timesheet assigned to this Template to add new Assignments using the + Assignment button. Additionally, the options to Edit and Copy existing Assignment rows are also removed, ensuring that users cannot modify or add new Assignments to their Timesheets. This does not impact the ability to use + Adjustment and +Non-Working Time buttons which remain available to the User.

   

   Caution: The Display as the last row and Display as the first row options apply only to the Legacy Timesheet. These two settings have no impact on the New Timesheet

4. Assignment Mode (New Timesheet only)
   1. Inline When selected, upon clicking the +Assignment button you can pick your assignment directly from your Timesheet.
   2. Modal Window When selected, upon clicking the +Assignment button, a modal window will be displayed allowing you to pick your Assignment.
5. Hide field name: When selected, the Field labels will be hidden from the Assignment rows for the Default and Comfortable view Densities only.

   Note: Field label(s) are always hidden for the Compact Density view.

6. Choose the number of rows of Assignments to display in the timesheet, with the options as follows:
   • Select All to display all assignments in the timesheet (default selection).
   • Select <1-20> to display the chosen number of assignments within the Assignments section of the timesheet.Depending on the number selected, that many rows are displayed in the timesheet, and the user has to scroll to see their remaining assignments, or the default assignment row if required.
7. You can then define which fields are to be shown within the User Timesheets. For further details refer to Adding/Editing/Removing Project Time Fields from a Timesheet Template.
8. From the available options for Show <x> day(s), select the number of days to display in the timesheet, with the options as follows:
   1. All: Displays all days within the period (default selection).
   2. <1-7>: Displays this number of days specified in the timesheet

      Note:

      • The Show <x> day(s) option applies to both the Show Non-working Time and Show Project Time options.
      • When editing or saving a template, the system verifies that the Show Project Time option is selected and at least one project time field is added. If no project time field is added for display when the Show Project Time option is selected, then the timesheet template cannot be saved

Show Summary Section:

Select the Show Summary option to display the Summary section within the User Timesheets.

Show Totals Section:

From the Show Totals section, define which totals are to be shown within the User Timesheets. For further details refer to Managing the Totals section in a Timesheet Template.

• Regular: Represents the total hours logged by the user that are not categorized as Non Working Time, Overtime, Double overtime or Adjustments.
• Adjustment: Reflects the total Time Adjustments. This field is selected by default when Show Adjustments setting is enabled.
• Overtime: Represents the total hours logged by the user that are categorized as Overtime.
• Double overtime: Represents the total hours logged by the user that are categorized as Double overtime.
• Billable Total: Shows the total number of hours that are flagged as Billable.
• Non-working Time Total Time Entries for Non-working Time such as vacation, sick leave, holidays, or other non-billable absences. This field is selected by default when Show Non-working Time setting is enabled.
• Total Excluding Adjustment: A calculated total that includes Regular, Non-Working Time, Overtime and Double Overtime hours entered by the user.

Show Selected Days Section:

Select from the color chart to designate a color for each day of the week. The chosen color will be set as a pastel border around the Time Entry cell in My Timesheet. For more information click here.