Project Setup › How to Set Up Timesheets › Set Timesheet Options

Set Timesheet Options

Follow these steps:

1. Open Administration, and from Project Management, click Timesheet Options.

   The timesheet options page appears.

2. In the Default Content and Layout section, do the following:
   • Move items to the Selected Columns list.
   • Remove items from the Selected Columns list.
   • Reorder the items in the Selected Columns list.
3. Click Apply.
4. Complete the following fields:

   Default Sorting Column

   Specifies the default sort column.

   Values: Investment and Description

   Default: Investment

   Sorting Order

   Defines the sorting order.

   Values: Ascending or Descending

   Default: Ascending

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

   Disable Indirect Time Entries

   Specifies to disable the entering of indirect time.

   Default: Cleared

   Required: No

   Allow Assigned Tasks Only

   Specifies to prevent users from adding tasks they are not assigned to in the timesheets.

   Default: Cleared

   Required: No

   Populate Time Range

   Defines the number of days before the time begins for the resources to start entering timesheets.

   Example: Suppose, you set days before the time start to “14” and days after time period end to “10” for the resources to enter their timesheet. The timesheet is populated with tasks 14 days before the period begins and 10 days after the time period ends.

   Default: 7

   Required: No

   User Value 1

   Displays the first user value for the plan.

   Detail Object: Internal User Value 1 ID

   User Value 1 Lookup

   Select the first user value lookup for time entry.

   Auto-Populate

   Specifies 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 populate timesheets with tasks from the resource previous timesheet automatically.
   • Copy time entries from previous timesheet and include actuals (actuals not copied for incidents). Allows resources to enter timesheets with tasks and actuals from previous timesheets automatically.

   Default: Off

   Required: No

   Display Unit

   Specifies how to display resource time.

   Values: Hours and Days

   Default: Hours

   Required: No

   Decimal Places

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

   Values: 0, 1, 2, 3, 4, and 5

   Default: 2

   Required: No

   Enable Note Date

   Specifies to allow users to enter a date on a time entry note indicating the date to which the note refers.

   Default: Cleared

   Required: No

6. Save the changes.