Create time cards and log time through Time Sheet Portal
- UpdatedAug 30, 2023
- 3 minutes to read
- Vancouver
- Time Card Management
After you create time cards in Time Sheet Portal, log time in the time cards.
Before you begin
Role required: timecard_ user
Procedure
- Navigate to All > Time Sheets > Time Sheet Portal.
-
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.
- Click
-
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.