Manage Summary Fields in a Timesheet Template

YYou can customize the KPIs displayed on users’ timesheets by adding or removing Summary Fields in their assigned Timesheet Template. Available KPIs include: Billable Hours, Future Planned Billable Hours, Future Planned Hours, Future Planned Non-Billable Hours, Non-Billable Hours, Periodical Minimum, Planned Billable Hours, Planned Hours, Remaining Periodical Minimum, Remaining Planned Billable Hours, Remaining Planned Hours, Remaining Weekly Minimum, Remaining Working hours, Total Hours, Weekly Minimum and Working Hours. Configuring these fields helps organizations tailor timesheet data to meet specific tracking needs, improving visibility and decision-making.

This article details how to add, edit, or remove Summary Fields in a Timesheet Template.

Caution: The article outlined here applies to the new My Timesheet.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Timesheet.
3. From the available options select Timesheet Templates.
4. From the Timesheet Templates list that displays, click the Name of the Timesheet Template you wish to access.
5. Upon the Timesheet Template Edit page displaying, navigate to the Setup tab.
6. Select Show Summary to display the selected KPIs in the Summary section within the User Timesheets.
7. Click the New icon in the table header.
8. From the Add Summary Item dialog box, choose a Field from the following available options:
   

   Field Name	Description
   Billable Hours	Total Billable hours of Time Entries
   Future Planned Billable Hours *	The Total Billable Hard Booked Hours for future periods until the end of the Project, excluding the current period.
   Future Planned Hours *	The Total Hard Booked Hours for future periods until the end of the Project, excluding the current period.
   Future Planned Non-Billable Hours *	The Total Non-Billable Hard Booked Hours for future periods until the end of the Project, excluding the current period.
   Non-Billable Hours	Total Non-Billable hours of Time Entries
   Periodical Minimum	(Available for Bi-weekly, Semi-monthly and Monthly Period types)
   Planned Billable Hours *	Calculated as: The Total Billable Hard Booked Hours for the logged user for the current period
   Planned Hours *	Calculated as: (The Sum of Hard Booking for each Project for the days defined in the period)
   Remaining Periodical Minimum	Calculated as Periodical minimum - Actual hours (Available for Bi-weekly, Semi-monthly and Monthly Period types)
   Remaining Planned Billable Hours *	Calculated as: Planned Billable Hours - Actual Hours
   Remaining Planned Hours *	Calculated as: (The sum of Hard Booking for each Project for the days defined in the period) – (The sum of Actual Hours entered by the logged user for these projects)
   Remaining Weekly Minimum	Calculated as: Weekly minimum - Actual hours(Available only for a Weekly Timesheet Period type)
   Remaining Working Hours	Calculated as: Working Hours - Actual Hours - Non-working Hours
   Total Hours	Total hours of Time Entries
   Weekly Minimum	(Available only for a Weekly Timesheet Period type)
   Working Hours	Total hours defined by the logged Users Calendar for the period

   Note: An asterisk (*) next to a field name indicates that the number displayed for that field in the Summary section is clickable. Clicking the number opens the Planned Hours dialog box, which displays detailed information pulled from the Work Plan. For further details refer to Accessing and viewing the Planned Hours.

9. When adding a new Field the Language option is defaulted to English and con not be modified. You can change it when editing the Field.
10. Enter a preferred name if different from that already showing, in the Display Name box.

    Note: When the Display Name is overridden, it automatically overrides the System Terminology for that specific field only on the Timesheet Template.

11. Select the Column Order number, from the available options, which defines the position in which the field is to be displayed in the table.
12. When finished:
    1. Click the Close link to discard the addition and close the Add Summary Item window.
    2. Click the Save link to add the new field and close the Add Summary Item window.
    3. Click the Save and New link to add the new field. If the Save is successful, the field is added and the Add Summary Item window is refreshed to accept a new entry.

To edit a Summary Field

1. To edit an existing Summary Field, click the Edit icon.
2. The options available to you from the Edit Summary Item dialog box are the same as the Add Summary Item.
3. From the Language options select a language to enter a Display Name for each.
4. Select the Column Order number, from the available options, which defines the position in which the field is to be displayed in the table.
5. When finished:
   1. Click the Close link to discard the addition and close the Edit Summary Item window.
   1. Click the Save link to add the new field and close the Edit Summary Item window.
   1. Click the Save and New link to add the new field. If the Save is successful, the field is added and the Edit Summary Item window is refreshed to accept a new entry.

To delete a Summary Field

1. To delete a Summary Field, click the Delete icon beside the item.

2. Otherwise, multiple Summary Field options can be deleted simultaneously by using the global selection box and the Delete icon in the table header.