Designing Timesheet forms

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

A user must be an active Employee in Work > Employee Setup in order to view the Timesheets Manager.

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

Open the Admin Portal > UI Management > Timesheets Manager.
Select Create. A sample Timesheet opens along with the Add Timesheet pane:
Customize your Timesheet fields:
- In the Available Fields box, select and Add the fields you want to appear on the Timesheet form.
- In the Fields on Timesheet box, select a field to edit how it will display on the Timesheet form:
  - Use the Column Title to edit the Field's display name.
  - Use the Move Up and Move Down buttons to adjust the order of Fields.
Select Save. Your new Timesheet is created and available for use.

Method 1

Open the Admin Portal > UI Management > Timesheets Manager.
Select the Timesheet you wish to modify.
Select Open.
Continue to "Modify an existing Timesheet" below.

Method 2

Select the Timesheet button in the App Toolbar.
Select the desired Timesheet from the drop-down list. An Application Tab opens for the Timesheet form.
Select Enter Design Mode.
Continue to "Modify an existing Timesheet" below.

Modify an existing Timesheet

The Edit Timesheet pane appears:
Enter your desired changes to modify the Timesheet.
Click Save.
Note: Fields that are not editable in the Work Order module cannot be used in the Timesheet form. For example, if the Class field is globally set to be read-only, that field cannot be written to within the Timesheet application.


	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.