Using the Time Entry Lightning Component

The PSA Time Entry Lightning component enables you to submit timecards against assignments, milestones, and tasks associated with projects.

The PSA Time Entry component is available for all Lightning record pages, the Home page and workspaces, including the Time and Expense workspace. If you add the component to the Assignment, Project, Project Task, or Milestone record pages, the fields on a new timecard are populated with information from the current record.

For more information about Lightning components, see PSA Lightning Components Overview.

To create a timecard:

  1. Select the week by clicking the arrow buttons.
  2. Click New.
  3. [Optional] Do one or more of the following:
    • Search for and select the project assignment to log time against.
    • Search for and select the project milestone to log time against.
    • Search for and select the project task to log time against.
      Notes:

      Time entered against a project task will not be saved if the Task Time Entry Mode setting in the Timecard Entry UI Personal custom setting is set to Current.

      You can only submit time against one task per timecard.

  4. Enter the time for each day in the hours fields.
  5. [Optional] Click Notes and do one or more of the following:
    • Enter daily or weekly notes. If you are required to enter notes, the field will be marked with a visual indicator. As you type, the Notes field shows you the number of characters remaining.
    • Select the Travel checkbox to indicate that the day included travel time.
    • Select a location from the Location picklist.
  6. [Optional] Click Confirm.
  7. Do one of the following:
    • Click Cancel to discard your changes.
    • Click Save to save your changes.
    • Click Submit to submit your timecard for approval.
    • Click Submit All to submit all timecards with a status of saved for the week currently displayed.

To delete a timecard:

  1. Select a timecard with the status of Saved.
  2. Click Delete.
  3. Read the information message.
  4. Click Delete.

To recall a timecard:

  1. Select a timecard with the status of Submitted.
  2. Click Recall.
  3. [Optional] Enter a comment. As you type, the Notes field shows you the number of characters remaining.
  4. Click Confirm. The timecard's status reverts to Save.