Setting Up Daily Mode for Timecards

To enable users to record time against timecards in the Time Entry component in Days mode, you must complete the following set up steps: 

  1. Add the Available Time Entry Modes field to the Work Calendar page layout, and the Time Logged in Days field to the Timecard and Project page layouts.
  2. Assign the following permission sets to users who use time entry:
    • PSA - Enter Time Against Assignments
    • PSA - Enter Time Against Milestones
    • PSA - Enter Time Against Tasks
  3. Assign Read/Write access to the daily days fields, on the timecard and task time objects. For more information see Time Entry Lightning Component Fields.

Entering Time in Days

To enable users to enter time against timecards in Days:

  1. Select Days on the Available Time Entry Modes field, on the user's Work Calendar.
  2. Select the Time Logged in Days checkbox on the relevant projects for the user.

Your user will now see projects that are eligible for time logged in days, when creating new timecards in the Time Entry component.

Entering Time in Dual Mode

You might have users working on multiple projects that are required to enter time in both hours and days, depending on the project.

To enable users to record time in both hours and days in Dual mode:

  1. Select Hours and Days on the Available Time Entry Modes field, on the user's Work Calendar.
  2. Ensure the Time Logged in Days checkbox is selected on projects that require time entering in days. For projects that require entering time in hours, no change is required.

A filter will now be available on the Time Entry component, allowing your user to switch between entering time in hours or days. Depending on the mode they are in, your user will see projects that are eligible for time logged in hours or days, when creating new timecards in the Time Entry component.