Add/Edit/Delete a Task

You can add as many new work tasks as needed for each pay period in the Timesheet forms. To add a new work task and work hours, complete the steps below:

1. Click the button. A new blank line will be added to your Timesheet grid.
   • Type a description of the work task into the first blank field.
   • Use the drop-down list to select a Task.
   • Use the drop-down list to select a Time Code (regular time, overtime, etc.).
   • Enter the hours worked on the task in each of the daily hour fields.
   • For the Work Timesheet and Project Account Timesheets you can also enter the appropriate account numbers for each work task.

     Note: Fields that have "Allow Data Entry" disabled in your Desktop application cannot be used in the Timesheet. For example, if the "Class Text" field is globally set to read only in the Desktop, that field cannot be written to in the Timesheet application.

2. Click to save the record. This will recalculate the hour totals at the bottom of each daily column.

   Note: Changes are automatically saved when you navigate away from the week currently displayed in the Timesheet form.

3. To make changes to your work tasks, click the Edit button .
4. If needed, click to cancel your changes.
5. To remove a row, click the delete button .

   Note: You cannot edit or delete the Totals at the bottom of the Timesheet forms or the hours carried over from Work Orders in your desktop version of Master Series. The pencil and trash can icons beside Work Order tasks will be inaccessible.

6. To copy a record from the previous pay period, click .

   Note: This option will copy over all of the records from the previous pay period.

7. Timesheet tasks that are associated with Work Orders will display in the Linked Work grid.
   • Click on the desktop icon to launch the related work order in the desktop application.
   • Click the web icon to launch the related work order in the web application.