Editing Timesheet Properties

Administrators can set timesheet properties to determine how timesheets are filled out and submitted. Timesheet properties determine not only the time period covered by any single timesheet, but also how work is filled out and how users will track their work. The timesheet properties you set are used throughout your enterprise.

To edit timesheet properties

1. On the Administration Home page, under Enterprise Settings, click Timesheet Properties.
   The Timesheet Properties screen displays.
2. Time Period
   
   Select the time period covered by each timesheet:
   (the time period you select changes available options)
3. Weekly
4. Bimonthly (twice a month)
5. Monthly.
   
   For example, if your organization requires PPM users to complete a timesheet every week, select Weekly.
   
   Important: If you change the time period, this affects timesheets created after the change is made. It does not affect timesheets created before the change. Any existing timesheets, including those for future time periods, continue to reflect the old time period.
   
   Select options based on the time period:

• Weekly—Select the starting day of the week for the time period from the Time Period Starts On list.
• Bimonthly—Select the first and second time period start days of the month from the Time Period Starts On list and the Second Time Period Starts list.
• Monthly—Select the starting day of the month for the time period from the Time Period Starts On list.

3. Enter Time by
   
   Specify how users will enter time on their timesheets:
4. Select Day if users will be entering time by day.
5. Select Week if users will be entering time by week.
    

4. Track Time Using
   
   Specify how users will enter their hours worked. The selection you make affects how users will be able to enter the work they have done:
5. Both Timesheets and Task Updates—This option allows users to enter work in either the Timesheets application or by updating tasks assigned to them. This is the default.
6. Timesheets only—This option requires users to enter work in their timesheets. They cannot enter work by updating assigned tasks.
7. Task Updates only—This option requires users to enter work by updating their assigned tasks. Selecting this option hides the Timesheets application for all users.
   

Important: If you select an option that includes Timesheets, work must be submitted on a timesheet and approved (if using approval policies) before it appears as actual work.

5. Track Task Progress Using
   
   Specify how task progress will be tracked:
6. Percent Complete—Users manually update percent complete to indicate how much work has been done on a task.
   
   This option hides the ETC field throughout PPM (except in custom views and reports).
    
7. ETC—ETC is updated automatically as users enter hours worked on a task but can also be manually edited, allowing users to change the estimate to complete based on their knowledge of remaining work for the task. For more information, see ETC Overview.
   
   Task percent complete is visible but is updated automatically and cannot be changed manually except by users with Task Edit capability (usually project managers). For more information on how percent complete is calculated, see Percent Complete Calculations.
   
    

6. Click Save to save the timesheet property changes.

Copyright © 2018 Daptiv Solutions, LLC. All Rights Reserved