Project Management Configurations › Timesheets and Time Reporting Periods › Set Timesheet Options

Set Timesheet Options

To set timesheet options

1. Select Timesheet Options from the Project Management menu.

   The Timesheet Options page appears.

2. In the Default Content and Layout section, do the following:
   • Select items to add to timesheets; select items from the Available Columns list and click the Right arrow to move the item to the Selected Columns list.
   • To remove items from timesheets, select items from the Selected Columns list and click the Right arrow to move the item to the Available Columns list.
   • To change the order in which items appear on the timesheet, select items in the Selected Columns list and use the Up and Down arrows to change the order.

   Items at the top of the Selected Columns list appear at the far left, uppermost position of the timesheet; items at the bottom of the list display at the far right.

3. Click Apply.

   Your changes are applied.

4. Complete the following fields:

   Default Sorting Column

   Select the default sort column.

   Sorting Order

   Choose Ascending or Descending.

5. In the Default Time Entry Options section, complete the following fields:

   Disable Indirect Time Entries

   Select the check box if you want to disable the entering of indirect time.

   Allow Assigned Tasks Only

   Select the check box if you want to prevent users from adding to their timesheets, tasks to which they're not assigned. As a default, this check box is unselected. This means that as a default, users can add tasks to their timesheets to which they are not assigned.

   Populate Time Range

   Enter the number of days before that time period begins that resources can begin populating timesheets.

   Example: If you set days before time period start to “14” and days after time period end to “10”, when resources click Populate, the timesheet will be populated with tasks 14 days before the time period begins and 10 days after the time period ends.

   Auto-populate

   Defines your auto-populate timesheet options.

   Values:

   • Off. Requires resources to always manually enter all items on timesheets.
   • Copy time entries from previous timesheet. Allows resources to automatically populate timesheets with tasks from the resource's previous timesheet.
   • Copy time entries from previous timesheet and include actuals (actuals not copied for incidents). Allows resources to automatically populate timesheets with tasks and actuals from previous timesheets.

   Display Unit

   Choose to display resource time in hours or days.

   Decimal Places

   Choose the number of decimal places to use when reporting hours and days.

   Enable Note Date

   Select the check box to enable users to enter a date on a time entry note indicating the date to which the note refers.

6. Click Save.

   Your changes are saved.