A PSA Timesheet Template serves as a set of pre-defined properties that defines default settings, assignments, views, options, rules and reminders to accommodate specific time entry requirements.
Templates allow you to manage different settings for different types of users. You might want to allow only a certain set of users to enter time against projects. In this case, you could create a timesheet template with project options enabled, and assign it to that set of users.
Caution: The articles outlined here pertain to the legacy Timesheet. For information on the New My Timesheet refer to Configuring Timesheet Templates - New My Timesheet.
The set up of a Timesheet Template include the following components:
- Basic settings that establish primary data. For further details refer to Timesheet Template Edit page - General tab.
- Assigning of the template to user(s), group(s), resource type(s), security profile(s), site(s). For further details refer to Timesheet Template Edit page - Assignments tab.
- What and how to display the timesheet for entry by end users, that is the layout, columns, rows and summaries. For further details refer to Timesheet Template Edit page - Setup tab.
- Options to handle such settings as time entry units, timesheet cycle, overtime (at the global level), documents, notes, and copying period entries. For further details refer to Timesheet Template Edit page - Options tab.
- Rules such as enforcing minimum and maximum hours, notes and entries. For further details refer to Timesheet Template Edit page - Rules tab.
- Reminders to complete, approve/reject and escalation of timesheets. For further details refer to Timesheet Template Edit page - Reminders tab.
The out-of-the-box Timesheet Templates are:
- Billable
- In/Out
- Summarized
- Work
Note: Default timesheet templates are available that you can use or edit to meet your requirements. You can also create as many new templates as you need.