You can customize your display settings from the Edit User Preferences page and to modify your personal user preferences:

  • To open the Edit User Preferences page, click on the Settings button, found at the top right corner, beside the logout button.
  • Select your desired preferences.
  • Save the changes.

If you are an administrator and want to modify the default user preferences assigned to new users:

  • Log into Web TimeSheet with administrative rights.
  • Click the 'Administration' icon from the top menu.
  • Choose 'Preferences' from the left panel, found under the 'Users/Departments' category.
  • Select your desired preferences.
  • Save the changes.

Note:
The user's selections will override any defaults you put in place.

Understanding the various user preferences:

  • Timesheet format:

    • Select the timesheet format you want to use, Standard or In-Out format.
    • Note:This field is only available if you have the permission to change the timesheet format.
  • Always show client information in expense sheets:

    • Specify that a column containing client information should display on your expense sheets.
    • Note: The client information column will always display if a project name on the expense sheet is used by multiple clients.
  • Date format:

    • Select the format dates will be display in. For example, Month DD, YYYY etc.
  • Clock format displayed in In-Out timesheets and timecards:

    • Choose either AM/PM or 24 hour clock format for In-Out timesheets and timecards.
  • Hours format displayed in timesheets and timecards:

    • Choose either Decimal or HH:MM hours format for In-Out timesheets and timecards.
  • Default Time Off Type for Time Off Bookings:

    • Select the time off type selected by default when booking time off from the time off calendar. Select the type you use most frequently to improve the chances that time off will be booked against the correct type.
  • Menu icons zoom:

    • Choose to have menu icons enlarge by a factor of either 1x, 1.5x, or 2x on roll over with cursor.
  • Number of records to display on each page:

    • Enter the maximum number of records to show on each Web TimeSheet list page. If more records are available, the data will be split across multiple pages. By default, only 20 records display per page.
  • Number of tasks listed in the task drop-down list:

    • Specify the number of tasks listed in the task drop-down list. Enter a number up to a maximum of 50.
  • Disable display of timesheet after logging in:

    • Specify that you do not want your timesheet to automatically display when you log in, but prefer to select the timesheet only from the top menu.
  • Default timesheet to display:

    • Select the timesheet you want displayed when you log in, either Current Period, or Earliest Unsubmitted Period.
  • Report Excel Export Format:

    • Specify which file format will be used to export reports to Excel. Choose from the following two options,
    • .xml (Excel XP and greater)
    • .csv (Older Excel Versions)
    • If you select the .csv option, a Report CSV Separator field will display, where you should enter the symbol that will be used to delimit columns in CSV reports.
    • The .xml format on the other hand does not use a localized CSV separator symbol, it allows fields that include currency symbols to be treated as numbers and it does not require you to use the Excel Import Wizard to open Unicode .csv files correctly.
  • Separate Currency and Amount in Excel Export:

    • This allows you to specify that you want Currency and Amount listed in separate columns in your Excel exports.
  • Timesheet Name Display:

    • Choose how you would like the project, task, client, and activity names to display in your timesheet, if applicable.
    • Note: You must select at least one Task Name and one Project Name display option (Refer to solution: "Edit User Preferences -> Timesheet Name Display").
  • Expense Entry Name Display:

    • Choose how you would like the client and project names to display in your expense sheet, if applicable. The 'Filter by' drop-down field could have only the client name or only the client code or both and the 'Project' drop-down field could have only the project name or only the project code or both.
    • Note: You must select a Client Name and a Project Name display option.