Transferring a scheduled item into timesheets

DMF

250123 PROJECT SCHEDULE VIEW TRANSFER SCHEDULES INTO TIMESHEETS

Transferring one or multiple scheduled items allows you to create timesheets in the agenda of one or multiple employees.

1 From the Project view, Employee view and Calendar menus, open the context menu for the item or the desired selection of items.
2 Click on Transfer into timesheets or Transfer all into timesheets for a selection of scheduled items.

Selected scheduled items are transferred into timesheets.

Once transferred into timesheets, a scheduled item is still available on Project if:

  • the scheduled item is not deleted when transferring or the PLG_TRANSF_TEMP management rule is enabled and specified with the No value;
  • the Done items option is selected in the Views.