Timecards

Clicking the Timecards tab displays the timecards home page. More about the home page.

• In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
• In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
• From the list, you can click any timecard number to go directly to its detail.
• Click New to create a new timecard.

Recent Choice		Description
Recently Viewed		The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users.
Recently Created		The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you.
Recently Modified		The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you.

Completing a timecardA mechanism for logging time against a project or an assignment. is the way to book time against projects. To be able to book time to a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., that project must be created in the system and resources assigned to it. If you have permissions to do so you can:

• Create projects and assign resources to them.
• Book time to projects.
• Submit timecards and recall them on the classic and enhanced user interface.
• Correct timecards or approve them outside the normal process using the Admin Edit option.
• Control whether resources enter their own time.
• Set up timecards for automatic or manual approval.
• Set up resources to enter timecards without logging in to salesforce.com. This allows use of a less expensive licensing solution.
• Determine whether a missing timecardA record that indicates a resource has not entered a timecard. Missing timecards are calculated based on criteria defined by your administrator. is generated based on the status of the timecard.
• Log timecards using the classic and enhanced user interface.

When you submit a timecard, some transaction records are created to allow the information to be rolled-up to assignments and milestones. If your administrator has configured the system to do so, an automatic email is sent to users with permission to approve the timecard.

When a timecard is approved, the numbers are rolled up to RPGs, Projects and Resources. Depending on the options that your administrator has set, this can generate and release billing event items to transfer the time to your financial system for invoicing.

Notes

Your system administrator can change week start and ending days on the enhanced timecard user interface. If this occurs, a Timecard entered for a week ending date that is now a different day might not be available for editing or display.

To be able to submit, approve or reject timecards, your administrator must have set up an approval process. For further information, see "Setting up Workflow and Approval Processes".

Assignment Daily Notes

PSA records when assignment daily notes are created, deleted or modified and the person that made the change. The information is recorded in the Last Modified Date/Time and Last Modified By data on the assignment. If you have permissions to do so, this allows you to create workflows that provide email notifications when users enter assignment daily notes or modify them.

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