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How to Get Started with Timesheets

Before you can record time spent working on projects, incidents, or other activities, and before managers can view and approve timesheets, a supervisor or administrator must have completed or set up the following:

• For each resource who submits time, the following fields on a resource’s Resource: Properties: Main - General page must be set:

  Open for Time Entry

  Specifies if the staff member can enter time against their assigned tasks. Select the check box to open the resource for time entry.

  Track Mode

  Specifies the time tracking method for the resource. Select Clarity.

  Note: See the Resource Management User Guide for more information.

• For each project on which you spend time, the following fields on the Project: Properties: Main - Schedule page must be set:

  Time Entry

  Specifies if staff members are allowed to record the time they work on this project on their timesheets. Select the check box to open the project for time entry.

  Track Mode

  Specifies the time tracking method for the resource. Select Clarity.

  Note: See the Project Management User Guide for more information.

• Timesheet time periods

  Note: See the Administration Guide for more information.

• Assigned project tasks
• Access rights. You may need the following:
  • The Project - Edit Project Plan access right.
  • The Resource - Enter Time access right for other resources, if you are to enter time for them.
  • The Timesheets - Edit All access rights to edit any timesheet. You can enter time for any labor or non-labor resource (for example, equipment, materials, and expenses) for which you have Resource - Enter Time access rights.
• Defined input type codes and charge codes (if used by your company) and communicated them to you.