Enter project timesheets

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This procedure lets you create a timesheet by using an empty timesheet form. The new timesheet can be based on information from a previous timesheet, or from project and activity assignments in the My favourites page. By default, the All timesheets list page displays all your timesheets for the current period. You can use the drop-down list for the Show field in the My timesheets page to filter the timesheet list by time period or project, or to view timesheets that were created on behalf of other workers. The demo data company used to create this procedure is USSI. To begin this procedure, go to Project management and accounting > Timesheets >My timesheets

  1. To enter a new timesheet, click New.
    • The Resource drop-down list shows the worker assigned to the current user, by default.
    • If the user is designated as a delegate, this will list the names so that a user can enter a timesheet on their behalf.
  2. In the Date field, enter a date.
    • If this option is selected, new timesheet lines will be created by using the timesheet settings that were configured as favourites.
  3. Click OK.
  4. Click New line.
  5. In the list, mark the selected row.
    • The Legal Entity field displays the current Legal entity by default.
  6. In the Project field, click the drop-down button to open the lookup.
  7. In the list, find and select the desired record.
  8. In the list, click the link in the selected row.
  9. In the Activity field, click the drop-down button to open the lookup.
  10. In the list, find and select the desired record.
  11. In the list, click the link in the selected row.
  12. In the Category field, click the drop-down button to open the lookup.
  13. In the list, find and select the desired record.
  14. In the list, click the link in the selected row.
  15. Enter the number of hours worked each day.
    • Hours should be entered in a decimal format. For example, if you worked for two hours and fifteen minutes, enter 2.25.
  16. Enter the number of hours worked each day.
    • Hours should be entered in a decimal format. For example, if you worked for two hours and fifteen minutes, enter 2.25.
  17. Enter the number of hours worked each day.
    • Hours should be entered in a decimal format. For example, if you worked for two hours and fifteen minutes, enter 2.25.
  18. Enter the number of hours worked each day.
    • Hours should be entered in a decimal format. For example, if you worked for two hours and fifteen minutes, enter 2.25.
  19. Enter the number of hours worked each day.
    • Hours should be entered in a decimal format. For example, if you worked for two hours and fifteen minutes, enter 2.25.
    • In Line details, the following options are available: o Add information about taxes and financial dimensions. o Add comments about the timesheet line.
  20. Click Workflow to open the drop dialog.
  21. Click Submit.
  22. Click Submit.