Choosing how timesheets are pre-filled

This feature is available for timesheets based on the Configurable timesheet format.

You can choose if timesheets are pre-filled. To do this, enable timesheet population methods then assign them to a timesheet template.

Enabling timesheet population methods

To enable timesheet population methods:

  1. Go to Administration > Timesheets > Timesheet Population Methods.
  2. Click the Name of the population method you want to enable.
  3. Set the Status to Enabled.
  4. Click Save.

You can now assign a timesheet population method to your timesheet templates.

Assigning timesheet population methods

You can assign a timesheet population method in one of two ways:

  • When the timesheet template is being created, assign a timesheet population method by selecting it from the Auto Fill Timesheet With drop-down.
  • To add a timesheet population method to an existing timesheet template:
  1. Go to Administration > Timesheet TemplatesEdit Timesheet Templates.
  2. Click the Name of the template.
  3. Select a timesheet population method from the Auto Fill Timesheet With drop-down.
  4. Click Save.

About timesheet population methods

The following timesheet population methods are available.

Method

This method...

Scheduled Hours

If you are a shift worker or are assigned an office schedule, fills your timesheet with the hours you are scheduled to work.

A rule-level parameter allows you to choose whether any existing entries are overwritten, or are added to.

If office schedule users use timesheets that record their start time, you'll need to define a time when the automatic entry starts when setting up the rule.

Previous Timesheet Including Time Data

Copies the projects, tasks, activities, row-associated custom fields, time entries, and any custom field data from your previous timesheet.

A rule-level parameter allows you to choose whether any existing entries are overwritten, or are added to.

Previous Timesheet Excluding Time Data

Copies the projects, tasks, activities, and row-associated custom fields from your previous timesheet

Allocate Timesheet Hours

Hours entered against projects, tasks, and activities will automatically be allocated in their time distribution grid, in chronological order.