Setting up timesheet templates
Looking for help with this feature in Polaris PSA or Polaris PPM? Check out Setting up timesheet templates in the Polaris help.
A timesheet template is a group of timesheet settings that is assigned to users. Each timesheet user must be assigned a timesheet template in their user profile before they can record time they spent working.
Templates allow you to manage different settings for different types of users. For example, you might want to allow only a certain set of users to enter time against projects. In this case, you could create a timesheet template with project options enabled, and assign it to that set of users.
Default timesheet templates are available that you can use or edit to meet your requirements. You can also create as many new templates as you need.
What timesheet formats are available?
When you create a template, you may need to choose which timesheet format to base the template on. The available formats depend on when you started using Replicon.
|
Configurable |
Our latest timesheet format which offers:
Available to Plus-level and Enterprise-level customers. With this format, users enter time in the web application. Depending on their timesheet configuration, they may be able to enter time in the Replicon Mobile app as well. |
|
Standard |
Users enter the duration of time they worked on each task or activity, each day. Users can enter time in the web application or the Replicon Mobile app. |
|
In/Out |
Users enter the time they started and stopped working on each task or activity throughout the day. Can also be configured for clocking in and out. Users can enter time in the web application or the Replicon Mobile app. |
Adding a timesheet template
To add a timesheet template:
- Go to Administration > Timesheets > Timesheet Templates.
- Click Add Timesheet Template.
- Enter a template name, and select a timesheet format if necessary – either Standard Timesheet, In/Out Timesheet, or Configurable (or Custom) Timesheet.
A table listing all timesheet options that apply to the format you selected displays.
- Select or deselect timesheet options, as desired.
For information on the available settings, refer to the topic for your selected timesheet format:
- Click Add.
You can now assign the template to users in the Timesheets section of the user profile.
FAQs
What happens if we edit a template that is already assigned to users?
The new template settings will take effect for any timesheets that are created in the future. Any existing timesheets will be unaffected.
Related links
Configurable timesheet template options
Additional configurable timesheet template options
Setting up timesheet validation rules
Adding custom help links to timesheets
Setting up timesheet autofill and quick fill population methods
