After you create time cards in Time Sheet Portal, log time in the time
cards.
Before you begin
- Time sheet portal supports resource assignments created using Project Workspace. Once the time cards are approved, Project Managers can view the planned vs actual hours for an assignment in Project Workspace and Resource Management Workspace heatmap view.
- Role required: timecard_user
Procedure
-
Navigate to .
-
Create time cards in the Logged Time Cards section using
any of the following options.
| Option | Steps |
|---|
| Generate time cards for assigned projects or project
tasks |
- Click
choice list next to Submit.
- Select Generate Time Cards. The option
also appears in the Logged Time Cards
section when a user has no time cards for the selected week.
Note:
- If a time card exists for a project task during the
selected week, a duplicate time card is not
created.
- Time cards are generated only for those project
tasks that are in progress or planned for the
selected week.
- The Allow time card reporting
on field on the
project form
determines the level at which the time cards are
created for project tasks.
|
|
Copy time cards from a previous time
sheet
|
- Click
choice list next to Submit.
- Select Copy from previous Time Sheet. The
option also appears in the Logged Time
Cards section when a user has no time cards for
the selected week.
Note:
- Time cards for all the project tasks that are in
progress or planned in the current week are copied
from the selected time sheet. If a time card for a
project task exists, a duplicate time card is not
created while copying.
- Time cards for all the non-task categories, such as
meetings and trainings, are copied from the selected
time sheet. If a time card for a non-task category
exists, a duplicate time card is created while
copying.
|
| Create a time card from the Tasks, Group Tasks, or Other
tab |
- On the Tasks, Group
Tasks, or Other tab,
point to a task (card) that you want to create a time card
for.
- Click Add to Time
Sheet.
Note: Add to Time
Sheet creates a time card with the default
rate type of the user, if it exists.
|
| Create multiple time cards from the Tasks tab |
- On the Tasks tab, select multiple tasks
that you want to create time cards for.
- Click Add selected to Time Sheet.
|
| Create a time card for unassigned task |
- In the Logged Time Cards section, click
Add unassigned tasks to Time
Sheet.
- Enter the task number or short description of the task you
worked on during the selected week.
|
Based on the Allow time card reporting on field
settings in the Preferences tab of a project, the
Add to Time Sheet and Add selected to
Time Sheet options are displayed in Time Sheet Portal.
If a duplicate time card exists for a time card, you can merge both time
cards to become a single one, except for time cards in the processed,
approved, or recalled state. A duplicate time card is identified by
comparing the values in the Short description,
State, Task,
Category, Rate Type,
Resource Plan, or Project Time
Category fields in the time card.
-
In the Logged Time Cards section, log time in a time
card.
| Option | Steps |
|---|
| Through inline editing |
- Select a row and press Enter. You can
also double-click a row.
- Edit the values as required.
|
| Through time card form |
- Point to a row and click the more actions icon
.
- To open the Time Card form, click Open Form
View.
- Enter hours on the time card form.
- Click Save.
|
| Add notes to time cards |
- Point to a row and click the more actions icon.
- To add a note, click Add Note.
|
Result
Your time cards are created and time is logged for the selected week.
What to do next
If you encounter issues with time card creation or time logging, try the following:
- Time cards not generating: Verify that your project tasks are in progress or planned for the selected week, and that the Allow time card reporting on field is configured on the project.
- Missing tasks in the portal: Ensure you are assigned to the project tasks and that the task dates overlap with the selected time sheet week.
- Duplicate time cards: Use the merge option to combine duplicate time cards. Duplicates are identified by matching Short description, State, Task, Category, Rate Type, Resource Plan, or Project Time Category fields.
- Incorrect rate type: Verify your default rate type on your user profile. Contact your time card administrator (timecard_admin role) to update rate type settings.
For issues you cannot resolve, contact your system administrator or the user with the timecard_admin role in your organization.