The My Team field within a Timesheet Template allows users to easily filter time entries by team, providing a more personalized and streamlined view of their assignments. This feature is especially useful for users associated with multiple teams, as it ensures they can quickly focus on the relevant team’s activities without sifting through unrelated data.
Once added to the template, the My Team drop-down appears in the user’s timesheet. Users can select a team from the list and click the Refresh link to display time entry fields specific to that team. The list includes only active, non-placeholder teams that the timesheet owner belongs to.
Note: The My Team option will only be available if:
- Team licenses exist in the system.
- The Team field has not already been added to the Timesheet Template.
If the My Team field is left blank during time entry or assignment creation, the system applies the following logic:
- If the user belongs to a single team, that team is automatically selected.
- If the user belongs to multiple teams, the first one (alphabetically) is selected.
- If the user has no team associations, the system default team is applied.
Note: You can delete a User or Team association even after a Time Entry exists against it.
To add the My Team option to the Template:
- From the Icon Bar click Setup
. - From the Navigation Menu click Timesheet.
- From the available options select Timesheet Templates.
- From the Timesheet Templates list that displays, click the Name of the Timesheet Template you wish to access.
- Upon the Timesheet Template Edit page displaying, navigate to the Setup tab.
- Verify that the Show Project Time selection box is chosen.
- Click the New icon in the grid to open the Add Project Time Field dialog box.
- Select My Team from the Field list and then click Save to save the changes.
Note: After saving the changes, the Add Project Time Field dialog box closes and My Team is displayed in the grid.