Creating timesheets
Timesheets can be created:
- From an empty time block ;
- From a quick entry, to automatically retrieve all the fields specified in a time and only modify the desired values;
- By duplicating existing time entries.
From an empty time block
| 1 | From the Timesheets & schedules menu, display the desired week then click on  for the desired day from the List or Column display. |
The timesheet creation form opens.
| 2 | Specify the following fields in the creation form: |
| Field | Description |
|---|---|
| Employee |
Employee linked to the timesheet. By default, the connected employee is specified. This field cannot be modified. |
| Date |
Date linked to timesheet, which matches today's date when creating the timesheet. If needed, click on |
| Customer |
Specify the Customer. To quickly specify the project, click on |
| Project |
Specify the project linked to the timesheet. A filter for projects is available on the right of the Project field. By clicking on the
|
| Phase | Specify the phase associated to the timesheet. |
| Sub-phase | Specify the sub-phase associated to the timesheet. |
| Task | Specify the task associated to the timesheet. |
| Action code and Action code 2 |
Select code action level 1 and 2 from the drop-down list. Notes When the My default action code preference is specified, the Action field is automatically specified with the default action code (see My default action code). When the These fields are grayed out if the project is not specified. |
| Duration |
Timesheet duration The input unit depends on the unit set up for schedules from the Desktop Application > Tools > Setup > General setup > Resources and labor > Labor > Units section > Timesheets field. You can specify the duration using 2 decimals (for example, 1/4 day = 0.25). |
| Place |
Specify the location. This field is grayed out if the project is not specified. |
| Comment |
Specify a comment to give more details about the work done. This field is required if the |
and modify the specified date.
next to the Customer field in order to open the search field and select a task. If the customer is already specified, tasks available in the search are filtered according to this customer.
icon, it is possible to select one of the following filters:| 3 | Click on Save. |
A timesheet is created in the calendar for the desired date. The time is also displayed as a line in the Activity overview menu.
From a quick entry
A quick entry is a template created from a time entry and retrieved the same criteria. The connected employee only has to change the values that are different to create their new time entry, instead of having to specify the same information again.
Note
This process explains how to create time blocks using quick entries. For details about creating quick entries, refer to Managing quick entries.
| 1 | Display the desired week then click on for the desired day from the List or Column display. |
| 2 | Click on  for the desired quick entry. |
The timesheet creation form opens on the right side of the screen. Information saved in the quick entry are automatically specified. If needed, modify this time information to adapt the values that were automatically specified.
Tip
If your quick entry has a duration, you can do Ctrl + click on this quick entry to automatically create this time entry without going through the form.
| 3 | Click on Save. |
A timesheet is created in the calendar for the desired date. The time is also displayed as a line in the Activity overview menu.
By duplicating existing time entries
Time block
An existing time block can be duplicated to quickly create a new block.
| 1 | Display the desired week from the List, Table or Column display. |
| 2 | Click on  on the desired block or line of time, then on Duplicate. |
| 3 | Modify the desired information then click Save. |
The time entry is duplicated.
Entire week
| DMF |
190303 WEB PORTAL TIMESHEETS DUPLICATE WEEK |
A full week can also be duplicated to the next weeks. This duplication does not take into account leave requests and scheduled items.
Note
When duplicating, a day is duplicated only if the destination day does not contain any timesheet entry. Thus, no timesheet entries will be duplicated on a day that already contains at least one timesheet entry.
| 1 | Display the desired week then click on for the desired day from the List, Table or Column display. |
| 2 | Click on  at the right of the search field. |
| 3 | In the duplication window, specify the following information: |
- Specify the number of weeks concerned by the duplication. For example, if you specify 3 weeks, the reference week will be duplicated for the next three weeks.
- Check or uncheck the days of the week to determine the days concerned by the duplication. Check or uncheck Every day to check or uncheck all days at once.
| 4 | Click on Validate. |
The timesheet of the reference week is duplicated for the specified number of following weeks.
