Project Setup › How to Set Up Timesheets

How to Set Up Timesheets

Complete the following setup before staff members can track time and project managers can view and approve timesheets:

• Set the timesheet options.
• Create the time reporting periods.
• Create the charge codes.
• Define the project tracking options, which include opening the project for time tracking.
• Assign resources to the tasks.
• Define the resources assigned to tasks as open for time entry.
• Grant the resources who work with timesheets the access rights they require.

  See the Resource Management User Guide for more information.

• View the timesheets access rights.
• (If used by your company) Create input type codes.
• Schedule the Post Timesheets job to run to post actuals.

  See the Administration Guide for more information.