Timesheet Manager Drawer | Filtering the Notes / Documents & Links

The Attachments tab has been updated to list all existing Notes / Documents & Links by default regardless of Type (Timesheet, Time Entries, Assignments, Tasks etc…). You can select to apply a Filter based on the Type from the Filter context menu for Notes / Documents & Links.

This article details how to apply a Filter on Notes and the Documents and Links.

Accessing Notes / Documents & Links

  1. From the Icon Bar click Entries .
  2. From the Navigation Menu click Timesheet Manager.
  3. You can access the Attachments tab either by
    1. Clicking the Notes counter located against a Timesheet line item. Which will open the drawer and display the Notes tab.
      Or
    2. Clicking the Documents counter located against a Timesheet line item. Which will open the drawer and display the Documents & Links tab.

Filtering the Notes tab

The Notes tab displays all Note Types by default.

  1. Click Filter from where you can choose to only show the Notes belonging to any of the following categories:
    1. Timesheet: These notes can be of Type: Alert, Hourly, Invoice, Notice, Rejection, Specification and Status and are entered by clicking the Notes link from a User Timesheet (Entries > My Timesheet) or by clicking the New button from the Timesheet drawer(Entries > Timesheet Manager) .
    2. Time Entries: These notes can be of Type: Alert, Hourly, Invoice, Notice, R&D, Rejection, Specification and Status and are entered by clicking a Time Entry cell within the User Timesheet (Entries > My Timesheet.
    3. Assignments: These notes can be of Type: Alert, Hourly, Invoice, Notice, R&D, Rejection, Specification and Status and are entered against User's Timesheet Assignments (right click User Assignment, select Notes from the context menu).
    4. Tasks: These notes can be of Type: Alert, Hourly, Invoice, Notice, R&D, Rejection, Specification and Status and are entered at the Task level (Setup > Work > Task).
    5. In/Out Entries: These notes can be of Type: Alert, Hourly, Invoice, Notice, R&D, Rejection, Specification and Status and are entered against Punch In/Out Entries.
    6. Hourly Time Entries: These notes can be entered against Time Entries where the Timesheet Template has the Enforce Start and End Time turned on.
  2. In our example below, we Filtered the list to show the Timesheet categories. Note that the counter now reads 2 and the list is updated to include notes of selected category only.

    Note: The applied Filter is not remembered when navigating away from the Timesheet Manager page.

Filtering the Documents & Links tab

The Documents & Links tab displays all Document Types by default.

  1. Click Filter from where you can choose to only show the attachment belonging to any of the following categories:
    1. Timesheet: These attachments can be attached by clicking the Document link from a User Timesheet (Entries > My Timesheet) or by clicking the New button from the Timesheet drawer (Entries > Timesheet Manager) .
    2. Time Entries: These attachments can be attached by clicking a Time Entry cell within the User Timesheet (Entries > My Timesheet.
    3. Assignments: These attachments can be attached against against User's Timesheet Assignments (right click User Assignment, select Notes from the context menu).
    4. Tasks: These attachments can be attached at the Task level (Setup > Work > Task).
  2. In our example we Filtered the list to show the Time Entries category. Note that the counter now reads 1 and the list is updated to include notes of selected category only.

    Note: The applied Filter is not remembered when navigating away from the Timesheet Manager page.