Time entry component settings
For each timesheet template, you can customize the settings for the selected time entry component.
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 dynamic 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. |
View task progress bar |
Displays a bar graph in timesheets, that shows hours worked / hours estimate for the task. These graphs can:
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. |
User task estimates |
Allows users to record data in the Work Remaining and Estimated Completion Date fields for the current day in their timesheet, for tasks for which they can record SmartBeats. |
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 related to the task selector in timesheets. You can choose:
- Whether all projects and tasks are filtered by program or client
- How projects and tasks are organized in the task selector. By default, tasks are most prominent, but it might make more sense to your users to make projects more prominent.
- 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... |
---|---|
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. |
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... |
---|---|
Projects and Tasks |
Allows the user to enter time against projects and tasks |
Filter Project By |
Specifies whether users can choose a client or program to filter the list of projects |
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 dynamic 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. |
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. |
Related links
Time tracking setup checklist
Setting up timesheets (video)
Setting up timesheet templates