Is there an easy way to show Project Name & Task Description on Time Card?

[mollyh]

The Task Number shows on the Time Card.

Is there an easy way to add the Project Name & the Task Description to time cards?

If so, can you provide step by step instructions?

[sumeet_n]

Project name is nothing but short_description on task table since pm_project table is extended from task table.

1. Go to time cards form Right click > Configure > Form layout

2. In the slushbucket expand Task(task) [+]

3. Search for Short Description and Description, add them to the right side of the slushbucket and adjust their positions.

4. Click on save

This is applicable for time cards associated with pm_project_task table as well.

[mollyh]

This did add the task description which was great.  

but, not the name of the Project

How do I also include the name of the Project that the task is associated with?

Thanks!

[toneyvecchio1]

If I understand what you are looking for, you want a Project Task Number, Project Task Short Description and the Project Name as columns on your list.

The key to achieving this is to use the Project Task's Top Task or Top Project field. That is easy unless you are using Task field instead of Project Task, which I assume is the issue.

To get this to work, you need to enable a special setting - Navigate to your sys_properties.list (type it in left navigation pane filter and hit enter). Find the Property called glide.ui.list.allow_extended_fields and set value as true.

This will allow you to step beyond the Task fields and into the Project Task fields even if your original field was only Task.

Now go back to your customize layout, Expand Task and scroll down to the bottom, you will find new options for a plus sign next to Planned Task. Expand that and select Top Task. This will be the number of your project, you can expand Top Task to find Short Description. If you want to use the Project Name or Project Manager you need to take it one step further after expanding Top Task and select Project at the bottom, then those Project specific fields of the Top Task will be available.

On some areas and reports this may have the result of excluding any records that don't have the proper table types (Such as time cards against incident, which don't use the planned task filter) so check as applicable.

[vkambham]

On the Timecard form you can Configure->Form Layout , expand Task   fields   and add short_description   and description fields.

Project Name = Task. short_description

Project Desc = Task.description