Adding/Editing/Removing Project Time Fields from a Timesheet Template (Legacy Timesheet)

The Project Time Field table is enabled when either the Show Project Time or the Show Adjustments option is selected, and by default, lists, in this specific order, the Client, Project, Task, Billable, Payable and ETC options.

This article details how to add or remove Project Time Fields from a Timesheet Template.

  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 Project Time to display the selected project time fields in the Assignments section within the User Timesheets.
  7. Select Show Adjustments option to display the adjustments created against project and leave time in the Adjustments section within the User Timesheet.
  8. The Default new Assignment and Show <x> Assignments options apply to both the Show Project Time and Show Adjustments sections of the timesheet is enabled when either the Show Project Time or the Show Adjustments option(s) are selected. 
    1.  Choose one of the available options for the Default new Assignment selection box:
      1. Choose Display as the last row to display the default assignment as the last row within the User Timesheets (default selection).
      2. Choose Display as the first row to display the default assignment as the first row within the User Timesheets.
      3. Choosing Do not display will result in the default assignment row to be hidden within the User Timesheets.
    2. 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.

        Note: 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.

    Show Project Time Frame

  9. Project Time Field table is enabled when either the Show Project Time or the Show Adjustments option is selected, and by default, listing, in this specific order, the Client, Project, Task, Billable, Payable and ETC options.

Note: 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.

Note: The Enable ETC option must be selected on the Task level to be able to view/edit the Task Total ETC, Task Billable ETC, Assignment Billable ETC and the Assignment Total ETC in the Timesheet.

To add a Project Time Field

  1. Click the New icon in the table header.
  2. From the Add Project Time Field dialog box
    1. Choose a Field from the following available options: Complete, Billable, Business Unit, Capitalized, Client, ETC, Funded, Group, My Clients, My Projects, My Tasks, My Team, My Work Types, Payable, Phase, Portfolio, Project, Project Work Types, R&D, Site, Task, Team, Title, Time Charge (directly links to the Show Adjustments option on the Timesheet Template Edit>Setup Tab page) and Work Type

      2. Note:

      The following option couplets / triplets are mutually exclusive, therefore upon selecting one of the two or three, the other automatically becomes unavailable in the drop-down:

      • Client or My Clients
      • Project or My Projects
      • Tasks or My Tasks
      • Work Type or My Work Types or Project Work Types

      Upon selecting My Clients, My Projects, or My Tasks, the Include Project Team data option becomes visible.

    2. Select one of the three options from the Language option, if different from the default selection. When applicable, the choice in language will automatically change the Display Name accordingly.
    3. Enter a preferred field name if different from that already showing, in the Display Name box which is the same as the Field name in the chosen Language.

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

    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. The Sort Order option allows you to define the order in which the columns are sorted in the timesheet. The values range from 1 to the number of fields displayed in the Project Time table. If no value is entered for the Sort Order, it defaults to the value in the Column Order.

      Note: Multiple fields cannot be assigned or saved with the same Sort Order unless they are left empty.

    6. The Sort option allows you to define how the fields are sorted. The fields are sorted either in Ascending and Descending order. By default, Ascending order is selected.
    7. Enter, in pixels, the Width of the new column in the field if different from what the system automatically determines to be the appropriate width.
    8. Select the Required option if there must be an entry for the field. When the following Field options are selected, the Required option is automatically selected and disabled as they are always required when displayed:
      1. Client or My Clients
      2. Project or My Projects
      3. Work Type or My Work Types or Project Work Types
      4. Task or My Tasks
    9. Select the Read Only option if the field is only to be viewed. When the % Complete Field option is selected, the Read Only box will be selected and disabled
    10. The Include Project Team data is available only for My Clients, My Projects and My Tasks Fields:
        • Select this option to do the following:
          • With the My Clients Field selected, the My Clients field will not only show Clients for which the Timesheet owner has assignments but also those Clients whose Projects the Timesheet owner is a team member of.
          • With the My Projects Field selected, the My Projects field will not only show Projects for which the Timesheet owner has assignments but also those Projects the Timesheet owner is a team member of.
            When this field is preceded by a Client, it will be filtered to the Projects of that Client.
          • With the My Tasks Field selected, the My Tasks field will not only show those Tasks for which the Timesheet owner has assignments but also the Tasks of those Projects the Timesheet owner is a team member of.
            When this field is preceded by a Client, Project or Work Type field, it will be filtered based on the selected values for those fields.
        • Clear this option and the following occurs:
          • With the My Clients Field selected, the My Clients field will function as it has and will display all the Clients for which the Timesheet owner has assignments.
          • With the My Projects Field selected, the My Projects field will function as it has and will display all the Projects for which the Timesheet owner has assignments
          • With the My Tasks Field selected, the My Tasks field will function as it has and will display all the Tasks for which the Timesheet owner has assignments.
    11. Choose the Populate list when Timesheet is accessed option if the complete list of options for this field in question is to all be shown at once, otherwise a scroll bar will be available for a user to view the list.
    12. When finished:
      1. Click the Close link to discard the addition and close the Add Project Time Field window.
      1. Click the Save link to add the new field and close the Add Project Time Field 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 Project Time Field window is refreshed to accept a new entry.

To edit a Project Time Field

  1. To edit an existing Project Time Field, click the Edit icon.
  2. The options available to you from the Edit Project Time Field dialog box are the same as the Add Project Time Field for a detailed explanation of each option available to you refer to
  3. When finished:
    1. Click the Close link to discard the addition and close the Add Project Time Field window.
    1. Click the Save link to add the new field and close the Add Project Time Field 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 Project Time Field window is refreshed to accept a new entry.

To delete a Project Time Field

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

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