Additional configurable timesheet template options

Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Additional configurable timesheet template options in the Polaris help.

Timesheet owner permissions
Time Distribution Grid settings
Project/Task Selection settings
Time Distribution Category setting
In/Out Times settings
In/Out Times + Allocation settings
Related links

For each Configurable timesheet template, you can adjust the permissions available to the timesheet owner and customize the settings in each component.

Timesheet owner permissions

These permissions apply to the timesheet as a whole, regardless of what components it includes.

Permission name	This permission..
Reopen Timesheet before Approval	Allows the user to open their timesheets that are awaiting approval in order to make corrections. To be reopened, the timesheet cannot have been approved by any approvers.
Reopen Timesheet after Approval	Allows the user to reopen their approved timesheets in order to make corrections. Timesheets that have been invoiced cannot be reopened.
Allow Blank Resubmission Comments	Allows the user to resubmit a timesheet that was reopened without entering any comments in the comments field that displays. Deselect this option to require resubmission comments.
Allow Blank Timesheet Comments	This option is not supported. Comments can always be left blank.
Auto-submit timesheet on due date	Submits the timesheet automatically when it is due. This option is often enabled for CloudClock users, so they don’t need access to the Replicon web app.
View Pay Details	This option is not supported. See the option available in the Payroll Summary component instead.

Time Distribution Grid settings

Within the Time Distribution Grid component, the following settings are available.

Setting name	This setting...
Projects and Tasks	Allows the user to enter time against projects and tasks. Select Row to enable.
Billing Rate	Allows the user to choose whether the time is billable or non-billable and, if billable, the billing rate to apply. The options available on the timesheet are based on the selected project’s billing settings. Select Row to enable billing rate selection.
Activities	Allows the user to enter time against their assigned activities. Select Row to enable.
Comments	Allows the user to capture comments with each time entry. Select Cell to enable.
Custom fields	Allows the user to track custom data related to each row or cell in the timesheet using 'new'-type custom fields. For example, you could allow a user to include the number of calls they made during the work period in question. Use the toggle to choose either Row or Cell; the row option adds a column to the data grid so the user can enter data related to each row, while the cell option includes a custom field in a bubble when the user selects a cell and then clicks the plus icon.
Snap durations to the nearest	Determines whether the durations the user enters are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained.
Allow negative durations	Allows users to enter negative durations to make adjustments for billing or costing errors. Typically used if the incorrect hours have already been billed, so the timesheet that includes the error can't be reopened. Negative time entry should never be used to make adjustments on timesheets used for payroll, even when correcting a costing or billing error. Including negative values in timesheets used to calculate payroll can result in incorrect or failed pay calculations.
View task progress bar	Displays a bar graph in timesheets, that shows hours worked / hours estimate for the task. Refer to What does the Progress column show? for more information. These graphs can: Help supervisors and project managers manage time entry as estimates approach, so they comply with client agreements Aid employees in choosing the correct task to enter time against Help approvers validate time entry The graph displays for everyone who has access to the timesheet, even if the Show Task Progress When Approving permission is enabled for a timesheet approver.
Custom help URL	Displays custom help relevant to this component, that you provide, on the right side of the timesheet

For the above toggle options, the current selection shows with a dark gray background. In the image below, Row is the current selection, meaning users will select an activity for each timesheet row.

To disable activities on the timesheet, click Disabled to select it.

Project/Task Selection settings

This section allows you to choose settings, outlined in the table below, related to the task selector in timesheets.

Setting name	This setting...
Filter Projects By	Determines whether all projects and tasks are filtered by program or client
Name Formatting	Determines how Project and Task display in the task selector. By default, Task is more prominent, but it might make more sense to your users to make Project more prominent.
Allow Selection of Projects/Tasks Beyond Start/End Dates	When disabled, projects or tasks whose date ranges do not overlap with the timesheet period dates range won't be available for selection in the task selector. Allowing time entry outside of project/task dates can allow work to continue when projects overrun their date limits, while waiting for dates to be updated.
Advanced Search	Determines what filters display on the Advanced Search tab in the task selector

Time Distribution Category setting

When you add the Time Distribution Grid, the Time Distribution Category section is shown in the timesheet template. In most cases, the Time Distribution Category should be left blank. However, if users will be entering their time using one of the other components and then allocating their hours in the Time Distribution Grid, choose a distribution category so users know how many hours they have to allocate.

In/Out Times settings

Within the In/Out Times component, the following settings are available.

Setting name	This setting...
Title	Shows the title entered above the in/out component of the timesheet. A title is only required if you're adding custom help links to this component, since the help icon for the in/out table will display beside the title, and can help users identify what component the help applies to.
Track Breaks	Allows the user to track break times
Time Entry Comments	Allows the user to enter comments for each time entry
Split times that cross midnight	If the user is punched in at midnight, the system automatically creates an out time at 11:59 p.m., and an in time at 12:00 a.m.
Snap times to the nearest	Determines whether the in and out times are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained.
Custom help URL	Displays custom help relevant to this component, that you provide, on the right side of the timesheet

In/Out Times + Allocation settings

The In/Out Times + Allocation component is not fully supported on the Replicon Mobile app for Android.

Within the In/Out Times + Allocation component, the following settings are available.

Setting name	This setting...
Title	Shows the title entered above the in/out component of the timesheet. A title is only required if you're adding custom help links to this component, since the help icon for the in/out table will display beside the title, and can help users identify what component the help applies to.
Projects and Tasks	Allows the user to enter time against projects and tasks
Billing Rate	Allows the user to choose whether the time is billable or non-billable and, if billable, the billing rate to apply. The options available on the timesheet are based on the selected project’s billing settings.
Activity	Allows the user to enter time against their assigned activities
Comments	Allows the user to enter comments for each time entry
Custom fields	Allows the user to enter custom data for each time entry using 'new'-type custom fields. For example, you could allow a user to include the number of calls they made during the work period in question. Adds a column to the timesheet for each custom field you add, allowing users to record custom data against each row of data.
Break Time	Allows the user to track break times
Split times that cross midnight	If the user is punched in at midnight, the system automatically creates an out time at 11:59 p.m., and an in time at 12:00 a.m.
Snap times to the nearest	Determines whether the in and out times are automatically rounded. You can choose the increment to round to. The rounded value is the saved value; the original value is not retained.
Custom help URL	Displays custom help relevant to this component, that you provide, on the right side of the timesheet

US REGION