Designing Timesheet forms

Timesheet Administrators must create and configure Timesheet forms before agency employees can begin to use them.

security A user must have the Work > Timesheet > Allowed to Create and Assign Timesheet Forms permission to complete this process.

 

Timesheet Properties

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Move Pane

Switches the side of the screen on which the edit pane appears.

Delete

Deletes the current Timesheet form. The user is prompted to confirm the action.

Timesheet Name

Identifies the nature of the Timesheet form. This is the name that will appear in the Timesheet drop-down menu.

Available Fields

Displays a list of fields that can be added to the Timesheet form, but do not appear in it yet.

Add Field

Adds the field selected in the Available Fields list to the Fields for Timesheet list.

Remove Field

Removes the field selected in the Fields for Timesheet list and returns it to the Available Fields list.

Fields on Timesheet

Displays the fields currently displayed on the Timesheet form. Fields closer to the top of this list appear further to the left in the Timesheet.

Note: All fields added to the Timesheet form are displayed in the Timesheet's three grids (Summary, Additional Time and Work Orders], even if a particular field isn't populated by one of the grids. Doing so keeps the grids' lengths the same, which makes the Timesheet form easier to read.

Move Up

Moves the field selected in the Fields for Timesheet list further up in the hierarchy.

Move Down

Moves the field selected in the Fields for Timesheet list further down in the hierarchy.

Column Title

Identifies the column that is currently selected in the Fields on Timesheet list. Use this field to modify how the column name appears in the Timesheet form.

Required

Indicates whether this field is mandatory or not.

Cancel

Revokes all edits and closes the edit pane.

Save

Retains all edits and closes the edit pane.

How to add a new Timesheet form

How to modify an existing Timesheet form