Timecard Settings
Administrators can decide how to control timecard entry pages using custom or configuration settings depending on the time entry screen. See Setting up Timecards.
![Close the expanding text drop-down element](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Controlling PSA timecards is described here:
- Use the Timecard Settings custom setting to switch between using the Timecard configuration group
A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature. or the timecard entry custom settings (Timecard Entry UI Global and Timecard Entry UI Personal).
- The fields in the timecard entry custom settings have the same names as those in the Timecard configuration group and are treated identically in the table below.
- If you opt to use the Timecard configuration group, all settings are organization-wide. Personal (individual user) settings are not available unless you use the timecard entry custom settings.
- Some global and personal custom settings are not valid for use with Time Entry.
Timecard Entry Page Settings
Use these custom settings to manage the behavior of the Timecard Entry (Enhanced) and Time Entry pages.
Key: X = Not applicable to the Time Entry page.
Timecard Entry UI Global Settings
Use these global UI settings to manage the Timecard user interface when the Timecard Entry UI Switch is selected.
Key:
Z = Time Entry only.
X = Not applicable to the Time Entry page.
L = Not applicable to the Time Entry page or the Enhanced Timecard page.
T = Not applicable to time against tasks.
TEC = Supported by the Time Entry component.
Field |
|
Description |
Default |
|
---|---|---|---|---|
|
TEC | Set the value to true if you want users to save or submit timecards with negative hours, otherwise set the value to false. Users can only enter negative hour amounts on the Enhanced timecard and Time Entry user interface. | False | |
Allow Time Entry for Summary Task | When selected, time entry for summary tasks is enabled. | False | ||
|
L | Maximum number of Assignments to be loaded into the Timecard Assignment drop-down. | 200 | |
Assignment Lookup Columns | X | Defines a list of API names of Assignment fields to display as columns on the Project/Assignment lookup in the Enhanced Time Entry page. The default value is Name, Nick_Name__c. Not applicable to the Time Entry page. To configure the columns in the Project/Assignment lookup window of Time Entry see ‘Assignment lookup fieldset name'. | Name, Nick_Name__c | |
Assignment Lookup Fieldset Name | Defines the name of a field set containing assignment fields to display as columns in the Project/Assignment lookup on the Timecard Entry page. If a value is not set, only the Assignment Name column header is displayed. This field references a field set against the Assignment object. | Null | ||
Assignments load date restriction | TEC | Determines whether Assignment start and end date restrictions apply while loading the Assignments. If true, Assignments are restricted to those with start and end dates overlapping with the time period of this Timecard. | True | |
|
TEC | A CSV list of assignment status values used to restrict which assignments can have timecards logged. | Tentative,Scheduled | |
Check For Previous Week Timecards | Indicates whether PSA checks timecards for previous weeks to see whether they have been filled in for the selected resource. The check occurs when the Enhanced or Time Entry timecard user interface loads and the defaultWeekOffset configuration setting is not zero. If there is no timecard for the previous week a pop-up window appears, which prompts the user to enter a timecard for that week. | False | ||
|
Maximum number of hours you can enter for a single day on a timecard line. | 24 | ||
|
Minimum number of hours you can enter for a single day on a timecard line. | -24 | ||
Disable Hours in Timecard Copy | Selecting this option hides the hours and task hours options when copying. It also ensures the hours of any copied timecards and task times default to zero. | |||
Display account on resource lookup | X | Indicates whether the Resource Account column shows in search results in the Resource lookup popup. Not applicable to the Time Entry page. To configure the columns that appear in the Resource lookup in Time Entry see ‘Resource Lookup Field Set name'. | False | |
Enforce Submit All Timecards | Controls the submission of timecards for approval on the Time Entry page. If false, users must select the timecards to be submitted. If true, all timecards are submitted, whether selected or unselected. | False | ||
Project Lookup Columns |
X | Defines a list of API names of Project fields to display as columns on the Project/Assignment lookup in the Enhanced Time Entry page. The default value is Name, Account__r.Name. Not applicable to the Time Entry page. To configure the columns that appear in the Global Projects section of the Project/Assignment lookup in Time Entry see ‘Project Lookup Field Set name'. | Name, Account__r.Name | |
Project Lookup Fieldset Name | Defines the name of a field set containing project fields to display as columns in the Global Projects section of the Project/Assignment lookup on the Timecard Entry page. If a value is not set, only the Project Name column header is displayed. This field references a field set against the Project object. | Null | ||
|
TEC | Determines whether Project start and end date restrictions apply while loading the Assignments. If true, restricts Projects to those with start and end dates overlapping with the time period![]() |
True | |
|
TEC | Determines which category of Resources is available for selection from the Resource drop-down box: “all” (all Resources for which this user has permission to enter time), “Resource” (only the Resource associated with the current user's Salesforce user ID in the Contact record), or “null” (same as “Resource”). | all | |
|
Z | Defines the name of a field set containing resource fields to display as columns in the Resource lookup on the Time Entry page. This field references a field set against the Contact object. | Null | |
|
X | Comma delimited list of additional columns to display on the Resource lookup on a timecard. You can add any API Name column listed in the Contact Custom Fields & Relationships. If adding an API name that is packaged in PSA, omit the pse__ prefix. Not applicable to the Time Entry page. To configure the fields that appear in the Resource lookup window of Time Entry see ‘Resource Lookup Field Set Name'. | Name,Region__r.Name,Practice__r.Name,Group__r.Name | |
|
X | TEC | The number of timecard records, not including related records, saved in a single request. | 10 |
|
TEC | Indicates whether users can save timecards with zero hours. | False | |
|
Schedule editable: Allows or prohibits editing of schedules while in the Timecard user interface. It has three possible values: all (are editable), internal (only internal ones are editable) and none. | All | ||
|
TEC | The number of timecard records, not including related records, submitted in a single request. Set to a smaller number to reduce the chance of hitting Salesforce governor limits. Not applicable to the Time Entry page. | ||
|
TEC | Set the value to true if you want users to be able to submit timecards with zero hours, otherwise set the value to false. | False | |
TC Sorted By Order | By default, timecard rows are ordered by the date on which they were created and their name. You can use this option to sort timecard lines by certain fields. Contains a list of fields to order timecards by. You can enter a comma-separated list of field names. For instance, CreatedDate, Project__r.Name. | Null | ||
|
The number of timecard records, not including related records, saved in a single request. | 15 | ||
|
TEC | Timecard edit status values: CSV List of status values for which the Timecard entry rows can be edited. | Saved | |
|
TEC | Used to determine what status Timecards will be set to when clicking the Save button. | Saved | |
|
TEC | Used to determine what status Timecards will be set to when clicking the Submit button. | Submitted | |
Use Local Storage For Column Preferences |
Indicates whether column preferences in the Time Entry page lookups are saved locally or on a server. The field Save Column Preferences in the Timecard Entry UI Personal setting must also be set to true. |
False | ||
Use Project Location Records | TEC | Indicates whether the Location drop-down lists on a timecard are bound to the Project Location object. | False | |
Use Project Methodology Records | Indicates whether the Methodology drop-down lists on a timecard are bound to the Project Methodology object. | False | ||
Use Project Phase Records | Indicates whether the Phase drop-down lists on a timecard are bound to the Project Phase object. | False | ||
|
TEC | Default week start day value used when a resource does not have a work calendar, or has a work calendar without a week start day. The resource's work calendar week start day is always respected. | Sunday |
Timecard Entry UI Personal Settings
Use these settings to control user-specific behavior for the Timecard Entry pages. Each user experiences the results of these settings separately.
Key:
O = This setting is now obsolete.
Z = Time Entry only.
X = Not applicable to the Time Entry page.
T = Not applicable to time against tasks.
TEC = Supported by Time Entry component.
Field | Key |
|
Description |
Default |
---|---|---|---|---|
|
X | Comma separated list of API names of additional fields to be displayed on the timecard user interface. The fields you specify only appear when they exist and the user has write permissions on them. Not applicable to the Time Entry page. To configure the additional fields that appear in the Notes window of Time Entry see ‘TC Notes Field Editable Fieldset Name' and ‘TC Notes Field Read Only Fieldset Name' depending on whether the field is to be editable or read only. | Null | |
|
Z | TEC |
If selected, users can save task time records with zero hours. |
False |
|
Indicates that the assignment and project are editable in a timecard when the timecard has a status of Saved. | False | ||
|
Fields to use as tooltips for Assignments, displayed when hovering over the “i” icon on the Timecard line, in addition to the Project tooltip fields. You must enter a comma separated list unless you are using the configuration option in the Timecard configuration group![]() |
Percent_Allocated__c, Description__c,CreatedDate | ||
Billable Header Field Position Is Left | X | If the Billable field is configured to be displayed, determines whether it should be displayed to the left or the right of Hours in the timecard header line of the Timecard UI. To configure the columns that appear to the left of the time entry cells in the Time Entry page see TC Header Row Left Editable Field Set Name. In the Time Entry page, you can only configure fields to display to the left of time entry cells when Time against Tasks mode is switched off. You can do this by setting the Task Time Entry Mode value to Current. | False | |
Combine Similar Timecards | Indicates that timecards with exactly the same combination of week, project, assignment, resource, billable, project, methodology, location, and travel are combined on the Timecard Entry page. When this occurs, hours and notes fields are combined and other day-based fields are set to the values of the first timecard row included in a combined timecard line. | False | ||
|
TEC | Indicates whether the additional fields are copied from the previous week's Timecard. | True | |
|
Indicates whether ETC fields are copied from the previous week's Timecard. | True | ||
|
TEC | Indicates whether Hours fields are to be copied from the previous week's Timecard lines. | True | |
|
TEC | Indicates whether Location fields are to be copied from the previous week's Timecard lines. | True | |
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Indicates whether Methodology fields are to be copied from the previous week's Timecard lines. | True | ||
|
TEC | Indicates whether Milestone fields are to be copied from the previous week's Timecard lines. | True | |
|
TEC | Indicates whether Notes fields are to be copied from the previous week's Timecard lines. | False | |
|
Indicates whether Phase fields are to be copied from the previous week's Timecard lines. | True | ||
Copy Schedule Assignment Daily Notes | Indicates whether PSA copies daily notes from the daily notes child records on an assignment when you click Copy from Schedule on a timecard. | False | ||
Copy Tasks From Previous Week | TEC |
If true, project task information is copied from the previous week's timecard lines. This setting is also based on the status of the Tasks checkbox on the Copy From Previous Week dialog, after the user clicks Copy Selected Fields. If the checkbox is selected, this setting is changed to true. |
False | |
Copy Task Hours From Previous Week | TEC |
If true, project task hours are copied from the previous week's timecard lines. This setting is also based on the status of the Task Hours checkbox on the Copy From Previous Week dialog, after the user clicks Copy Selected Fields. If the checkbox is selected, this setting is changed to True. |
False | |
|
Indicates whether Travel fields are to be copied from the previous week's Timecard lines. | True | ||
|
If true, the Billable drop down field will be shown as disabled (non-editable by user). | True | ||
Default Single Resource Search Result | When the resource search lookup on the Enhanced or Time Entry timecard user interface returns only one result, indicates whether the lookup automatically closes and the returned resource is selected. | False | ||
|
Indicates the number of weeks to change the default timecard week loaded in the timecard by. For instance, if the value is –1 the previous week is loaded; if the value is 1, the next week is loaded. | False | ||
|
X | If true, disables pre-loading of all the data while the timecard user interface loads, however this setting potentially slows performance. Not applicable to the Time Entry page. | False | |
|
The maximum number of new Timecard lines that you can add in one go by clicking the Add Lines button. | 3 | ||
|
Number of Timecard lines that will be displayed when initially entering the UI, after deleting Timecard rows, or when the UI is refreshed. | 5 | ||
Hide Billable Column | X | Indicates whether the billable column on the Timecard Entry page is hidden. When true, the column is hidden and the billable checkbox defaults to selected. The default value is false. Not applicable to the Time Entry page. The columns that appear on the Time Entry page are controlled by field sets. | False | |
DEPRECATED: Hide Copy From Previous Week Button | O | TEC | This setting is deprecated and no longer used. | |
Hide Copy Previous Week | O | This setting is a duplicate and may be removed in a future release. Edit DEPRECATED: Hide Copy From Previous Week Button instead. | N/A | |
Hide Copy Schedules Button | TEC | Indicates whether the Copy Selected Schedules button is hidden on the Timecard Entry page accessed from the Log a Timecard - New UI button. The default value is false. | False | |
Hide Expand Tasks | Z | Indicates whether the Expand Tasks or Collapse Tasks link is hidden on the Time Entry page. See Time Entry Links for more information about expanding and collapsing tasks. | False | |
Hide Notes Column | Indicates whether the Notes column on the Time Entry page is hidden. The default value is false. | False | ||
Hide Save Button | TEC | Indicates that the Save button is hidden on the Timecard Entry page. | False | |
Hide Show All Tasks/My Tasks | Z | Indicates that the All Tasks and My Tasks buttons are hidden on the Add Tasks popup in the Time Entry page. See Selecting Project Tasks. When Only Show Assigned Tasks and Hide Show All Tasks/My Tasks are both true, tasks are filtered to only show the user's tasks. When Only Show Assigned Tasks is false and Hide Show All Tasks/My Tasks is true, all tasks are shown. For more information, see Task Time: Only Show Assigned Tasks. | False | |
Hide Submit Button | TEC | Indicates that the Submit button is hidden on the Timecard Entry page. | False | |
Hide Timecard Hours in Calculated Mode | TEC | If selected and Task Time Entry Mode is set to Calculated, only one row of hours is displayed, rolled-up from the hours entered against each individual task. If you need to override the rolled-up task hours, deselect this setting to show the additional task hours row. The setting is deselected by default. | False | |
Hide View Edit Details Link | X | Determines whether the View/ Edit Details link that is displayed when you hover over a timecard line on the Time Entry page are shown. Not applicable to the Time Entry page. If selected and Task Time Entry Mode is Current, the View/Edit Details link is hidden. If selected and Task Time Entry Mode is not Current, the Notes tab is hidden on the popup. The setting is deselected by default. |
False | |
|
Color for the date column heading when the day is a work calendar holiday for the selected resource. | Null | ||
|
Z | Determines the pixel width of timecard hours cells in the Time Entry page. The default value is 65. | 65 | |
Maximum Resource Hours Per Week | This optional setting determines the maximum number of hours per week a resource can enter into their timecard. This setting can be configured by entering a fixed maximum number of hours that a resource can enter (hard limit) or as a percentage of the work calendar hours (percent limit). If the maximum number of hours is configured as a percent limit, PSA calculates the effective work hours. For example, for a 40 hour work calendar week with no public holidays, entering 100% allows a resource to enter a maximum of 40 hours. In a week with a public holiday, the resource can enter a maximum of 32 hours. Entering 200% would allow the resource to enter 80 hours in a normal week and 64 hours in a week with a public holiday. This setting is only active if its value is greater than zero. When entering a value, you can use up to 2 decimal points. If resources exceed the maximum number when entering hours, PSA displays a notification message. |
Null | ||
Max Resource Hours Per Day | Determines the maximum number of timecard hours that can be entered each day for a resource. To restrict the number of hours that can be entered for a resource on each day, the create-time-date-records configuration option (if applicable) must be set to true and must have been set to true when all timecards were entered for that resource for that week. When entering a value, you can use up to 2 decimal points. |
Null | ||
|
X | Set the value to true if you want the Methodology field to appear in the Notes. Set the value to false if you want the Methodology field to appear on the timecard line. Not applicable to the Time Entry page. The fields that appear within Time Entry are controlled by field sets. | True | |
Methodology Header Field Position Is Left | X | If the Methodology field is configured to be displayed, determines whether it should be displayed to the left or the right of Hours in the timecard header line of the Timecard UI. To configure the columns that appear to the left of the time entry cells in the Time Entry page see TC Header Row Left Editable Field Set Name. In the Time Entry page, you can only configure fields to display to the left of time entry cells when Time against Tasks mode is switched off. You can do this by setting the Task Time Entry Mode value to Current. | False | |
|
X | Set the value to true if you want the Milestone field to appear in the Notes. Set the value to false if you want the Milestone field to appear on the timecard line. Not applicable to the Time Entry page. To configure fields to appear on the Notes window of Time Entry. This setting is not applicable to Time Entry. The fields that appear within Time Entry are controlled by field sets. | True | |
Milestone Header Field Position Is Left | X | If the Milestone field is configured to be displayed, determines whether it should be displayed to the left or the right of Hours in the timecard header line of the Timecard UI. To configure the columns that appear to the left of the time entry cells in the Time Entry page see TC Header Row Left Editable Field Set Name. In the Time Entry page, you can only configure fields to display to the left of time entry cells when Time against Tasks mode is switched off. You can do this by setting the Task Time Entry Mode value to Current. |
False | |
Minimum Resource Hours Per Week |
This optional setting determines the minimum number of hours a resource must enter into a weekly timecard. This setting can be configured by entering a fixed minimum number of hours that a resource can enter (hard limit) or as a percentage of the work calendar hours (percent limit). See Maximum Resource Hours Per Week for information on hard and percent limits. This setting is only active if its value is greater than zero. When entering a value, you can use up to 2 decimal points. If users enter fewer hours into their timecards than the minimum configured, PSA will display a notification message. If the value of this setting is greater than the value of Maximum Resource Hours Per Week, PSA will display a notification message. If a user submits a timecard with fewer hours than the minimum configured, PSA will display a notification message. |
Null | ||
Nickname Editable | Indicates whether the assignment nickname is editable in the lookup. You can use this option to prevent an issue where RCED![]() ![]() |
True | ||
Note Location Allowed | X | Indicates whether the location field appears in the View Details section of a timecard. For Time Entry this setting determines if the Location field appears for each of the days within the Notes window accessed via the Notes icon.If you want to add the Location field to one of the Easy Entry popups, you can add it to Easy Entry field sets. See Field Sets for Timecard Entry . | True | |
Note Primary Location Allowed | X | Indicates whether the Primary Location drop-down list appears on a timecard. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | False | |
|
X | Set the value to true if you want the Phase field to appear in the Notes popup. Set the value to false if you want the Phase field to appear on the timecard line. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
Phase Header Field Position Is Left | X | If the Phase field is configured to be displayed, determines whether it should be displayed to the left or the right of Hours in the timecard header line of the Timecard UI. To configure the columns that appear to the left of the time entry cells in the Time Entry page see TC Header Row Left Editable Field Set Name. In the Time Entry page, you can only configure fields to display to the left of time entry cells when Time against Tasks mode is switched off. You can do this by setting the Task Time Entry Mode value to Current. | False | |
Pre Populate Task | TEC | If this setting is selected when entering time against tasks, the tasks for the selected user and project are pre populated for the current week. The setting is deselected by default. | False | |
Primary Location Field Position is Popup | X | When Note Primary Location Allowed is set to true, determines whether the Primary Location field appears in the Notes section or the timecard line. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
Primary Loc Header Field Position Is Left | X | If the Primary Location field is configured to be displayed, determines whether it should be displayed to the left or the right of Hours in the timecard header line of the Timecard UI. To configure the columns that appear to the left of the time entry cells in the Time Entry page see TC Header Row Left Editable Field Set Name. In the Time Entry page, you can only configure fields to display to the left of time entry cells when Time against Tasks mode is switched off. You can do this by setting the Task Time Entry Mode value to Current. | False | |
|
Determines which field, if any, from the Project's Account to add to the Assignment name as a prefix for the Timecard lines being entered. | Null | ||
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Indicates whether audit notes are automatically created when the assignment![]() ![]() ![]()
User <user> changed the Project from <oldproject> to <newproject> on <date>. |
User <user> changed the Project from <oldproject> to <newproject> on <date> | ||
Project Task Tooltip Fieldset Name | Defines the name of a field set containing the fields shown in the tooltip for the Project Task line in task time entry pages. | Null | ||
|
List of project fields to be shown as tooltips when hovering over the “i” icon. | Project_Status__c,Billable_Internal_Hours__c | ||
Restrict Task Based On Milestone | Applicable when logging time against tasks. This setting is deselected by default. When selected and Pre Populate Task is selected, the tasks are pre-populated based on the selected milestone. When users do not select a milestone, only tasks not associated with a milestone are displayed. This setting enables the Limit to Tasks with Matching Milestone filter which restricts the tasks you can view and select. |
False | ||
Restrict Task Based On Assignment | TEC | As with Restrict Task Based On Milestone, tasks are also pre-populated based on the selected assignment. This setting is deselected by default. When selected, this setting enables the Limit to Tasks with Matching Assignment filter which restricts the tasks you can view and select. | False | |
|
Z |
Indicates that a user's customized preferences to width, order, and visibility of columns are saved in the Time Entry page. These preferences are saved to your server by default. If you need to save storage space on the server, you can save the preferences for the lookups locally by selecting the Use Local Storage For Column Preferences field in the Timecard Entry UI Global setting. |
True | |
Schedule Assignment Tooltip Fields | Assignment fields to display when hovering over the “i” icon in the schedule section of a timecard. Each field that you include in the list must be in the same case as the field name and include a namespace where applicable. | Percent_Allocated__c, Description__c,CreatedDate | ||
|
Determines the number of weeks ahead of the Timecard weekend to show in the Schedule display on the bottom half of the page. | 0 | ||
Schedule Project Tooltip Fields | Project fields to display when hovering over the “i” icon in the schedule section of a timecard. Each field that you include in the list must be in the same case as the field name and include a namespace where applicable. | Project_Status__c,Billable_Internal_Hours__c | ||
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Indicates whether an alert is displayed when a user enters a non zero value for a day that has zero working hours in the selected resource work calendar. | False | ||
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Indicates whether an alert is displayed when a user enters a non zero value on a day marked as holiday when that holiday is to have zero working hours. | False | ||
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Z | If selected, billable and non-billable hours display in hover text on each total in the totals row for the timecard daily columns and the sum column in Time Entry. | True | |
Show Easy Entry Popup | Indicates whether the easy entry popup appears on the Time Entry page when you double-click an editable hour cell on a timecard row or press the DOWN ARROW key while that cell is selected. | False | ||
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The field to use as the milestone name field. When you specify a valid field name, the value of that field is displayed in place of the Milestone Name for all the milestones shown in the lookup list. | False | ||
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TEC | Indicates whether a recall link is displayed on submitted timecards. | True | |
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Determines whether the Schedule grid section will be displayed on the bottom half of the page. | True | ||
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Determines whether the Schedule grid section will be automatically expanded to show all the Resource's Assignments on the bottom half of the page. | True | ||
Show Schedule Tooltips | Indicates whether a tooltip "i" icon appears in the schedule section of a timecard. | False | ||
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X | Determines whether the ETC field will be shown on the Timecard line details drop-down list. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
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X | Determines whether the Methodology select list will be shown on the Timecard line details drop-down list. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
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X | Determines whether the Milestone select list will be shown on the Timecard line details drop-down list. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
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X | Determines whether the Phase select list will be shown on the Timecard line details drop-down list. Not applicable to the Time Entry page. The fields that appear on Time Entry are controlled by field sets. | True | |
Show Travel | TEC | Indicates whether the travel checkboxes are shown in the detail area of each row in the Timecard Entry page. The default value is true. For Time Entry this setting determines if the Travel field appears for each of the days within the Notes window accessed via the Notes icon. If you want to add the Travel field to one of the Easy Entry popups, you can add it to Easy Entry field sets. See Field Sets for Timecard Entry |
True | |
|
Z | Determines where the Status, Recall and additional columns appear. The default value is false where the ‘Status' and adjacent ‘Recall' columns (if displayed) will appear to the right of the Notes column. By default, if additional columns are added to a timecard, such as milestone or phase, these will appear to the right of the ‘Status' and ‘Recall' columns. Set to true to allow such additional fields to be added in between the Notes column and the Status column. | False | |
Task Statuses to Hide | Z | TEC | Specifies tasks to hide when pre-populating in Timecards unless they have associated time logged. The value is a comma-separated list of statuses. | None |
Task Time Entry Mode | TEC | The time entry mode to use when entering time against project tasks on the Time Entry page. You can choose one of these values: Adjust up, Current, Calculated, or Free Form. The default value is Current. For information about the way in which these modes work, see About Time Against Project Tasks. In the Time Entry page, if this setting is not set to Current, you can't add columns to appear to the left of the time entry cells. | Current | |
Task Time: Filter Task Dates | TEC | Defines the filtering behavior on project task dates when choosing project tasks to enter time against. You can enter a value of None or Overlap. If you enter None, no filtering on project task dates occurs. If you enter Overlap, filtering occurs based on whether the timecard and selectable project tasks have some overlap on dates. | None | |
Task Time: Only Show Assigned Tasks | TEC | Indicates whether the resource can only select tasks that they have an assignment for when entering time against project tasks. When this option is not selected, users can enable this feature on the Time Entry page. When Only Show Assigned Tasks and Hide Show All Tasks/My Tasks are both true, tasks are filtered to only show the user's tasks. When Only Show Assigned Tasks is false and Hide Show All Tasks/My Tasks is true, all tasks are shown. For more information, see Hide Show All Tasks/My Tasks. | False | |
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By default, all Timecard fields are copied from the previous week's Timecard record. Use this setting to specify tell which fields should not be copied. | Null | ||
TC Header Row Editable Fieldset Name |
Determines the field set containing the fields that define the editable fields in the timecard header line in the Timecard UI. To use a custom field set, enter the custom field set's API name. See Salesforce Help for information on creating field sets. |
TimeCard_Header_Row_Editable | ||
TC Header Row Left Editable Field Set Name | T | API name of a field set used by the Timecard object. Fields in this field set define the editable fields shown to the left of Hours in the timecard header line of the Timecard UI. This setting is not supported in the Time Entry page in time against tasks mode when the Task Time Entry Mode setting is set to any value other than Current. See Task Time Entry Mode. | Null | |
TC Header Row Readonly Fieldset Name | Determines the field set containing the fields that define the read-only fields in the timecard header line in the Timecard UI. To use a custom field set, enter the custom field set's API name. See Salesforce Help for information on creating field sets. |
TimeCard_Header_Row_Readonly | ||
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Determines which Timecard Hours fields to copy from Schedule. Monday_Hours__c,Tuesday_Hours__c,Wednesday_Hours__c,Thursday_Hours__c,Friday_Hours__c ,Saturday_Hours__c,Sunday_Hours__c | Monday_Hours__c,Tuesday_Hours__c,Wednesday_Hours__c,Thursday_Hours__c,Friday_Hours__c ,Saturday_Hours__c,Sunday_Hours__c | ||
TC Notes Field Editable Fieldset Name | Determines the field set containing the fields that define editable fields in the Notes section in timecard lines in the Timecard UI. To use a custom field set, enter the custom field set's API name. See Salesforce Help for information on creating field sets. |
TimeCard_Notes_Field_Editable | ||
TC Notes Field Readonly Fieldset Name | Determines the field set containing the fields that define read-only fields in the Notes section in timecard lines in the Timecard UI. To use a custom field set, enter the custom field set's API name. See Salesforce Help for information on creating field sets. |
TimeCard_Notes_Field_Readonly | ||
TC Status To Hide | List of timecard statuses to hide on the timecard UI. | Null | ||
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Number of top Assignments to be shown in the Project/Assignment overlay. | 10 | ||
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Number of weeks for which top Assignments/Projects show on Project/Assignment overlay Top_Assignment_week_load_limit: Number of weeks for which top Assignments/Projects to loaded to show on Project/Assignment overlay. | 4 | ||
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Number of top Projects to be loaded to show on Project/Assignment overlay. | 10 | ||
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Determines whether the Assignment ID should be used when displaying Assignments on the Timecard page. | True | ||
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X | Indicates whether you manage the field layout of the Timecard Entry (Enhanced) page, including the View/Edit Details section, using field sets or configuration settings. If true, PSA will use the field sets on the Timecard object to control the field layout. If False, PSA will use the relevant configuration options or custom settings. This setting is not applicable to the Time Entry page. | False | |
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Color for the date column heading when the day is a non working day for the selected resource![]() |
Null | ||
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Controls the pixel width of the Project/Assignment column in timecards. The value of this setting is automatically updated when a user changes the width of the Project/Assignment column in the Time Entry page. See Save Column Preferences. | 200 | ||
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X | Controls the pixel width for Milestone dropdown on Timecard Entry UI. Not applicable to the Time Entry page. | 80 |
Timecard Configuration Group Settings
This section lists the timecard settings that you can only change in the Timecard configuration group A collection of configuration options contained in the configuration groups tab that defines behavior of a PSA object or feature.. For other timecard configuration settings in the Timecard configuration group, see Timecard Entry UI Global Settings and Timecard Entry UI Personal Settings.
Field | Key | Description |
---|---|---|
timecard-auto-submit-for-approval | When using the Submit button on the Timecard Entry page to submit timecards for approval, indicates whether all selected timecards are only submitted for approval if none of them report errors during submission. See Setting up Workflow and Approval Processes. | |
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Indicates whether the Closed for Time Entry checkboxes on parent records such as projects, assignments and milestones only stops time entry on new or unsubmitted timecards. When the option is enabled, users cannot enter new timecards or submit a timecard that was not previously submitted. | |
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Indicates whether audit notes are automatically created when the assignment or project in a timecard is changed. Four tokens are used:
For instance, the default value is: User <user> changed the Project from <oldproject> to <newproject> on <date>. |
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assignment-strict-date-restrictions-only-pre-submit | Indicates whether the assignment-strict-start-date-restriction and assignment-strict-end-date-restriction is only applied before a timecard is submitted. The default value is false. | |
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Indicates whether the timecard end date must not be later than the Assignment End Date. When this option is set, timecard hours for days after the Assignment End Date must be zero. | |
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Indicates whether the timecard start date must not be earlier than the Assignment Start Date. When this option is set, timecard hours for days prior to the Assignment Start Date must be zero. | |
auto-share-with-project-manager-user | Defines the level of sharing with the project manager for newly created timecards. You can choose from the values None, Read or Edit. The default value is None. | |
auto-share-with-project-resources | Defines the level of sharing with assigned project resources for newly created timecards. You can choose from the values None, Read or Edit. The default value is None. | |
create-time-date-records | Indicates whether seven child date records are created for each timecard. When this option is enabled each time date record that is created contains a date and the hours for that day. You can use this configuration option or the force-daily-timecard-splits configuration option to create native Salesforce reports with per-day reporting. | |
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Timecards that have a status which is included in the values for this field appear in the estimates versus actuals calculations. When a user changes the status of a timecard to a status that is not included in the list, the actuals for that timecard are removed from the estimates versus actuals calculation. For example, if you change the status from Submitted to Rejected, that timecard is no longer included in the calculation. | |
disable-assignment-to-timecard-bill-rate-defaulting | Disables initializing the bill rate on Timecard from Assignment. Timecards must have bill rates. Enable this option only if your bill rate is universally set across your organization by an alternate process. |
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force-daily-timecard-spilts | Indicates whether seven daily timecard splits are created for a timecard. When this option is set, the timecard splits are created regardless of time periods and the value set in the Timecard_Split_Time_Period_Types configuration option. You can use this configuration option or the create-time-date-records configuration option to create native Salesforce reports with per-day reporting. | |
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Timecards with a status other than the ones listed in the values are included when PSA calculates missing timecards. Add a value to the missing-timecard-status field for each status that you do not want to generate a missing timecard for. You can add : Saved, Submitted and Approved. | |
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Indicates whether users can save timecards with zero hours. | |
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Indicates whether a recall link is displayed on submitted timecards. | |
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Set the value to true if you want users to be able to submit timecards with zero hours, otherwise set the value to false. | |
task-time-entry-assignment-filter | Indicates whether the resource can only select tasks that they have an assignment for when entering time against project tasks. When this option is not selected, users can enable this feature on the Time Entry page. | |
task-time-entry-date-filter | Defines the filtering behavior on project task dates when choosing project tasks to enter time against. You can enter a value of None or Overlap. If you enter None, no filtering on project task dates occurs. If you enter Overlap, filtering occurs based on whether the timecard and selectable project tasks have some overlap on dates. | |
timecard-auto-submit-for-approval | When using the Submit button on the Timecard Entry page to submit timecards for approval, indicates whether all selected timecards are only submitted for approval if none of them report errors during submission. See Setting up Workflow and Approval Processes. | |
time-variance-timecard-status | The value(s) of the timecard status field used when calculating time variance. Select any or all of the following picklist values: Saved, Submitted, and Approved. Any status fields not listed are considered missing timecards and assigned zero hours. | |
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If you want the Assignment roll-up fields to update when users submit timecards, set the value to true, otherwise set the value to false. | |
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If you want the Milestone roll-up fields to update when users submit timecards, set the value to true, otherwise set the value to false. | |
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Indicates whether the Approver field on a timecard is updated when a user edits it. This configuration option is dependent on the AssignProjectManagerToTimecardApprover configuration option in the ASM Triggers![]() ![]() |
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update-tch-from-tc-sync | Indicates whether changes made on timecard splits are carried out on the related timecard at the time the change is made on the timecard split![]() |
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restrict-task-based-on-milestone | See Restrict Task Based On Milestone for more information. | |
restrict-task-based-on-assignment | See Restrict Task Based On Assignment for more information. | |
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Determines the batch size of assignments, milestones, and timecard headers used when rolling up data from timecards to assignments, milestones, and timecard headers. The default value is 1000. Contact Certinia Customer Support before changing this setting. |
Timecard Approval UI Custom Settings
The Timecard Approval UI custom setting controls the behavior of the Manage Timecards to Approve page.
Key:
AP = Populates automatically based on your selections on the Manage Timecards to Approve page.
O = Obsolete.
Setting | Description |
Default |
|
---|---|---|---|
Always Group Timecard Approvals | AP | If selected, timecard approval requests are grouped into default primary or secondary categories. | False |
Filter Section Field Set Name | The API name of the field set that controls which additional fields are added to the Filter section of the Manage Timecards to Approve page. The default value is null. | Null | |
Number of Timecards Shown Per Page | Number of timecards to display per page on the Manage Timecards to Approve page. | 10 | |
Selected Primary Group | AP | If Always Group Timecard Approvals is selected, this setting applies a default primary grouping to timecard approval requests. | Null |
Selected Secondary Group | AP | If Always Group Timecard Approvals is selected, this setting applies a default secondary grouping to timecard approval requests. | Null |
Show Daily Notes With Hours | If true, allows users to see daily notes with daily hours if note fields have been added to the Timecard Approval Columns field set. The default value is false. | False | |
Show Week Dates As Column Headers | If true, on the Manage Timecards To Approve page, allows users to see the day name and date in the column header if Timecard Week Ending Date has been set and Include Overlaps is not selected, The default value is true. | True | |
DEPRECATED: Show Timecard Name | O | These custom settings are deprecated and are no longer used. | |
DEPRECATED: Show Daily Hours | |||
DEPRECATED: Show Project Name | |||
DEPRECATED: Show Assignment Name | |||
DEPRECATED: Show Resource Name | |||
DEPRECATED: Show Milestone Name | |||
DEPRECATED: Show Week Ending Field | |||
DEPRECATED: Show Billable Field | |||
DEPRECATED: Show Etc Field | |||
DEPRECATED: Show Total Hours Field | |||
Timecard Tooltip Fieldset Name | Determines the field set containing the fields to be shown in the tooltip for the Timecard line on the Manage Timecards To Approve page. If no field set is specified, the fields listed in Tooltip Fields are displayed. |
Null | |
Tooltip Fields | Comma delimited list of API names of timecard fields to display on the Manage Timecards to Approve page when hovering over the tooltip icon. | Null |
Timecard Approval URL Parameters
You can use URL parameters when configuring timecard approval, for example, in email alerts used in the approval process.
URL Parameter | Description | |
---|---|---|
ProjAssignId | Determines the project ID or assignment ID. | |
WeekEndingDate | Determines the date the week ends on. Enter the parameter using this format: mm/dd/yyyy. |
Example
The following is an example of how to use the timecard approval paramters: https://my_org.visual.force.com/apex/ManageTCToApprove?id=005G00000040gSJ&projAssignId=a0tG00000037s00&weekEndingDate=02/03/2015
See Setting up Workflow and Approval Processes for more information.