Timecard Field Sets

Add, remove, or reorder fields in field sets on the Timecard object (Timecard_Header__c) to control the field layout—including visibility, order and position.

Field Sets for the Manage Timecards to Approve Page

Field Set Description In the Field Set by Default
TCMonHourTooltip
TCTueHourTooltip
TCWedHourTooltip
TCThuHourTooltip
TCFriHourTooltip
TCSatHourTooltip
TCSunHourTooltip
Allows you to define fields from the detail section of a timecard that appear when you hover over the number of hours marked in blue on the Manage Timecards to Approve page. The fields that you can add are Location, Project Location, Travel, and Notes. You can also add fields that appear in the Additional Fields section of the detail section of a timecard. Daily Notes
Timecard Approval Columns Allows you to define the columns that appear on the Manage Timecards to Approve page. Created By ID > Account ID; Created By ID > Allow Forecasting; Created By ID > Nickname; Created By ID > Company Name; Created By ID > Default Notification Frequency when Joining Groups

Field Sets for Timecard Entry

Key: S – Enable the "Use Field Sets For Timecard UI" setting in order to use the field set to control the field layout.

Field Set   Description Used on Pages In the Field Set by Default
TimeCard Header Row Editable S Displays additional timecard fields that users can edit on the timecard header row. Some editable fields, including Project / Assignment and daily hours, always display regardless of whether you add them in the field set.
Note
If you add project location, daily notes, or daily travel fields in the field set, these will display on the View/Edit Details section instead.
Log a Timecard - New UI, Log a Timecard with Task Time Project Phase;
Project Methodology
TimeCard Header Row Readonly S Displays additional fields that users can't edit on the timecard header row. Some read-only fields, including Status, always display regardless of whether you add them in the field set. You can add fields that exist on related objects.
Note
If you add project location, daily notes, or daily travel fields in the field set, these will display on the View/Edit Details section instead.
Log a Timecard - New UI, Log a Timecard with Task Time Bill Rate;
Cost Rate
TimeCard Notes Field Editable S Displays additional timecard fields that users can edit on the View/Edit Details section of a timecard line, accessed by clicking the View/Edit Details link or the icon. Log a Timecard - New UI, Log a Timecard with Task Time None
TimeCard Notes Field Readonly S Displays additional fields that users can't edit on the View/Edit Details section of a timecard line, accessed by clicking the View/Edit Details link or the icon. You can add fields that exist on related objects. Log a Timecard - New UI , Log a Timecard with Task Time None
Mon Easy Entry Fields
Tue Easy Entry Fields
Wed Easy Entry Fields
Thu Easy Entry Fields
Fri Easy Entry Fields
Sat Easy Entry Fields
Sun Easy Entry Fields
  Defines the fields available when you double-click a daily hour cell, or press the DOWN ARROW key while that cell is selected, to show the easy entry popup on the Time Entry page. You must set the "Show Easy Entry Popup" configuration option to enable the easy entry popup.
Warning
Certain timecard fields available to add to the field sets—namely Additional Notes, Audit Notes and Timecard Notes—only exist on the overall timecard line, rather than the day. Therefore, you should only add these fields to a single daily easy entry field set (such as Fri Easy Entry Fields) to avoid only the value entered for the final day being saved to your organization.

Notes
The daily notes, travel and location picklist on the timecard object is included in the daily easy entry field sets by default. If you want the daily project location lookup to appear on the easy entry popup, you must edit the relevant field set to include it.
You cannot enter daily values for other fields such as Milestone, Phase and Weekly Notes.
Log a Timecard - New UI Daily Notes; Daily Travel; Daily Location.

Concept Information

Field Sets

Reference Materials

Assignment Field Sets

Contact Field Sets

Expense Field Sets

Expense Report Field Sets

Milestone Field Sets

Project Location Field Sets

Project Methodology Field Sets

Project Phase Field Sets

Resource Request Field Sets

Task Time Field Sets

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