Timesheet Template – Options Tab

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

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

Available options

Available options

Display Estimate Time to Complete (ETC) in <color>: defines the background color for the ETC cell on the Timesheet; by default, the color is set to white.

Note: The Display Estimate Time to Complete (ETC) in <color> setting is deprecated in the new My Timesheet.

Display Holidays in <color>: defines the background color for the Holidays day(s) column(s); by default, the color is set to white

Display Non-working days in <color>: defines the background color for the Non-Working day(s) column(s); by default, the color is set to white

Time Entry Units defines how to display the time entries to the user

  1. When choosing Hours select as Time Span or Decimal:
    • Hours as Time Span displays the entries in HH:MM format (default)
    • Hours as Decimal displays the entries in decimal format
  2. When choosing Days in Decimal format, the time entry value can capture up to four decimal places.

    Example:

    A User has an 8 hours/day timesheet template assigned.

    • User enters 0.125 for 1 hour of work on Monday.
    • User enters 0.4375 for 3.5 hour of work on Wednesday.

  3. When choosing Percentage in Decimal format, Users can enter time in percentage format. When the User enters a Percentage, that value is converted into hours. 

    Example:

    A User has an 8 hours/day timesheet template assigned.

    • Entering 25% as Time Entry on Monday will be converted to 2 hours (25% of 8 hours)
    • Entering 125% as a Time Entry on Tuesday will be converted to 10 hours (125% of 8 hours)

Note:

  • When enforcing a daily/weekly/periodical minimum/maximum of x percentage (Time Entry Units in Percentage), and the minimum/maximum is not fulfilled, an error message displays without specifying any value, simply stating that the minimum/maximum rules have not been met.
  • When the period type is set to Monthly or Semi-Monthly, the Time Entry Units are set to Hours and disabled and the format is set to Time Span and disabled. When the Show In/Out Timesheet option is selected, the Time Entry Units are set to Hours and disabled and the format is set to Time Span and disabled.

Default to earliest open Timesheet: defines whether or not the period of the earliest timesheet should be opened for the user; by default, the check box is cleared.

Enforce <semi-monthly/monthly> cycle: defines whether or not the timesheet periods will span the length of the period up to the end of the cycle or until the end of the template assignment; by default, the option is set to monthly and the check box is cleared.

Note: The Enforce <semi-monthly/monthly> cycle option is set to monthly and disabled when a monthly period is selected.

Enforce Start and End Time: defines whether or not the users can specify the Start and End Time of having worked on a Task. To enable it, the Time Entry Units option must be set to Hours in Time Span format. You can then define the Time span increment, within the Rules tab of the Timesheet Template Edit page. When the Enforce Start and End Time is turned on, the Entry Times dialog will be displayed and users can select the Start/End Time. Upon saving, the Total Hours are calculated and displayed in the corresponding Time Entry box.

Note: When modifying the Time span increment of an exiting Template wherein previous Time Entries are made by assigned Users, the Start Time and End Time boxes of these Time Entries will be empty. As the selected increment(s) are no longer available.

Set a default Start Time. The Start Time will automatically default to the chosen time for Users assigned to this Template.

Note: The Enforce Start and End Time and the Show In/Out Timesheet settings (Options tab) are mutually exclusive.

Automatically allocate default In/Out hours to User's default Task: defines whether or not the In/Out entries are automatically allocated to the user's default task; by default, the check box is cleared

Note: The Automatically allocate default In/Out hours to User's default Task option is disabled if the Show In/Out Timesheet check box is not selected

Allow User to access Assignments page: defines whether or not the Assignments link is displayed on the timesheet

Allow User to Copy Timesheet: defines whether or not the Copy Timesheet link is displayed on the timesheet

Allow User to update Assignment dates from Timesheet: defines whether or not a user can extend the assignment dates from the timesheet by updating the time entry for a selected assignment

Display only Assignments with Time Entries: defines whether or not all assignments or only the assignments with time entries will be listed in the Assignments section of the timesheet

Display only Assignments with Time Entries in the previous period: defines whether or not Assignments with time entries in the previous period are to display, by default, in the Assignments section of the timesheet

  • This option is unchecked by default.
  • When unchecked, the existing functionality is maintained.
  • When checked, assignments that have associated Time Entries only in the previous period display as rows on the timesheet, by default, and the remaining assignments display in the combo-boxes.
  • This option works in conjunction with the Display only Assignments with Time Entries option in that if both options are checked, the Timesheet displays both assignments with time entries in the current period AND assignments with time entries in the previous period.
  • Upon modifying the Default Assignment Attribute Set (example Payable/Billable to Payable/Non-Billable), the Assignment display in the subsequent Period, provided the Display only Assignments with Time Entries and Display only Assignments with Time Entries in the previous period are enabled in the Users Timesheet Template.

    The Display only Assignments with Time Entries in the previous period option does not apply to:

    • Adjustments section
    • Non-working Time section

Can enter Adjustments: Specifies whether Users can enter Adjustments against Project and Leave Time Tasks in the Adjustments section of theTimesheet.

Can enter Notes: Specifies whether Users can enter Notes in the Notes section of Timesheet

Can enter Overtime: Specifies whether Users can view, enter, modify and delete Overtime Entries in the Timesheet

Can enter Double overtime: Specifies whether Users can view, enter, modify and delete Double overtime Entries in the Timesheet

Enable Overtime processing: Specifies whether Overtime is processed for the selected template.

Note: When the Enable Overtime processing check box is selected, the Overtime Policy button is enabled.

Can attach Documents to the Timesheet: Specifies whether Users can attach Documents to the Timesheet.

Note: The Can attach Documents to the Timesheet option enables the Documents link in Timesheet Viewer.

Can attach Documents to the Timesheet: Specifies whether Users can attach Documents to the Timesheet.

Note: The Can attach Documents to the Timesheet option enables the Documents link in Timesheet Viewer.

Can attach Documents to Time Entries: Specifies whether Users can attach Documents to Time Entries..

Caution: Time Entry Documents are not supported in the New My Timesheet

Can attach Documents to Assignments: Specifies whether Users can attach Documents to Assignments..

Caution: Assignment Documents are not supported in the New My Timesheet.

Can inline update Time Entries: Specifies whether Users assigned to the Timesheet Template can adjust existing Time Entries by adding or subtracting time.