Setting Up Timesheet Options
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uary 15th, it will be ignored, since it does not include the period end date. If another rule
was set to run from January 16th to January 30th, that rule would be applied to the entire
timesheet.
3. If using a Day period, the days the condition applies to, either work days, weekly days off, or holidays
Specifying when Timesheets are Due and how Far in Advance Time can
be Entered
Due dates determine:
When timesheets must be submitted for approval
How quickly timesheets must be approved
End dates determine how many months in advance time can be entered, and can be set separately for each
timesheet period type (system, department, employee).
Default values have been set, but they can be changed at:
Administration > Timesheet Setup > Due / End Dates
Classifying Time Worked using Activities
In the Time & Attendance Edition, activities can be used to categorize time for reporting purposes. You can
create a number of activities, assign them to users, and those users can select an activity for each segment
of time on their timesheet.
In the Project & Billing Edition, activities are common tasks that are performed across multiple projects. For
example, a consulting company may have a set of core functions that must be completed for every project
they work on, such as budgeting, design, and testing. Instead of adding these to each and every project they
create, the functions can be defined globally as activities. When entering time against a project, users can
select a task defined within the project, select an activity, or choose a combination of the two.
Before creating activities, ensure they are enabled in the system preferences at:
Administration > System > System Preferences > Usage section
Once they are enabled, add or edit activities at:
Administration > Timesheet Setup > Activities
Setting Up Custom Timesheet Fields
You should create user defined fields if you want to track information beyond the basic timesheet fields al-
ready provided. For example, you may want users to provide status updates on the work they have been
doing, or information on the number of customer calls they completed.
User defined fields can be create to record information for either:
The timesheet as a whole
Each timesheet row
Each timesheet cell
While you can assign activities to users here, it is not necessary. You can also assign activities to a
user in their user profile.