Administrators can choose how to control the configuration of the Timecard Entry (enhanced) and Timecard Entry (log a timecard with task time) pages. The legacy timecard page is also configurable.
You can configure the behavior of the Timecard Entry (enhanced) and Timecard Entry (log a timecard with task time) pages using either configuration options or custom settings, depending on which method you opt to use as described below.
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 organisation-wide; personal (individual user) settings are not available unless you use the timecard entry custom settings.
You can only control the legacy timecard page using the settings in the Timecard configuration group.
Timecard Entry Page Settings
Use these custom settings to manage the behavior of the Timecard Entry (enhanced) page.
Setting
Description
Timecard Entry UI Global
Contains several values for global Timecard UI settings.This custom setting has fields for controlling organization-wide behavior for the enhanced Timecard Entry page. These settings apply to all users in the org.
Timecard Entry UI Personal
Contains several values for personal Timecard UI settings. This custom setting has fields for controlling user-specific behavior for the enhanced Timecard Entry page.
Timecard Entry UI Switch
Indicates whether FinancialForce PSA configuration options and values, or custom settings and fields, are used to control the behavior of the Timecard Entry (standard) and Timecard Entry (log a timecard with task time) pages. If you want FinancialForce PSA to use the Timecard UI configuration settings in FFDC Core, ensure the Use Appirio Core For Configurations checkbox is selected, otherwise deselect it.
Timecard Entry UI Global Settings
Use these global UI settings to manage the Timecard user interface when the Timecard Entry UI Switch is selected.
Field
Description
Allow timecard with negative hours
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 user interface.
Assignment load limit
Maximum number of Assignments to be loaded into the Timecard Assignment drop-down.
Assignment Lookup Columns
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.
Assignments load date restriction
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.
Assignments load status values
A CSV list of Assignment status values used to filter Assignments available for selection when creating a Timecard.
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 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.
Day hour auto revert ceiling
Maximum number of hours you can enter for a single day on a timecard line.
Day hour auto revert floor
Minimum number of hours you can enter for a single day on a timecard line.
Display account on resource lookup
Indicates whether the Resource Account column shows in search results in the Resource lookup popup.
Phase Header Field Position Is Left
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.
Primary Loc Header Field Position Is Left
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.
Project Lookup Columns
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.
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”).
Resource Lookup Columns
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.
Save submit batch size
Number of Timecards to be saved/submitted in one batch execution. Set to a smaller number to reduce the chance of hitting Salesforce governor limits.
Save timecard with zero hours
Indicates whether users can save timecards with zero hours.
Schedule editable
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.
Submit timecard with zero hours
Set the value to true if you want users to be able to submit timecards with zero hours, otherwise set the value to false.
TC Header Row Left Editable Field Set Name
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.
TC_Sorted_By_Order__c
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.
Timecard edit status values
Timecard edit status values: CSV List of status values for which the Timecard entry rows can be edited.
Timecard save button action
Used to determine what status Timecards will be set to when clicking the Save button.
Timecard submit button action
Used to determine what status Timecards will be set to when clicking the Submit button.
Use Project Location Records
Indicates whether the Location drop-down lists in the View Details section of a timecard are bound to the Project Location object.
Use Project Methodology Records
Indicates whether the Methodology drop-down lists in the View Details section of a timecard are bound to the Project Methodology object.
Use Project Phase Records
Indicates whether the Phase drop-down lists in the View Details section of a timecard are bound to the Project Phase object.
Week start day
Default week start day value to be used if Resource does not have a work week start day on their Work Calendar.
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 obsolete in PSA.
Field
Key
Description
Additional Fields
Comma separated list of API names of additional fields to be displayed on the timecard user interface in the Additional Fields column. The fields you specify only appear when they exist and the user has write permissions on them.
Assignment project editable after save
Indicates whether the assignment and project are editable in a timecard when the timecard has a status of Saved.
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.
Combine Similar Timecards
Indicates whether timecards with exactly the same combination of week, project, assignment, resource, billable, project, methodology, location, 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.
Copy Additional Fields From Previous Week
Indicates whether the additional fields are copied from the previous week's Timecard.
Copy ETC From Previous Week
Indicates whether ETC fields are copied from the previous week's Timecard.
Copy Hours From Previous Week
Indicates whether Hours fields (Monday-Friday) are to be copied from the previous week’s Timecard lines.
Copy Locations From Previous Week
Indicates whether Location fields are to be copied from the previous week’s Timecard lines.
Copy Methodology From Previous Week
Indicates whether Methodology fields are to be copied from the previous week’s Timecard lines.
Copy Milestone From Previous Week
Indicates whether Milestone fields are to be copied from the previous week’s Timecard lines.
Copy Notes From Previous Week
Indicates whether Notes fields are to be copied from the previous week’s Timecard lines.
Copy Phase From Previous Week
Indicates whether Phase fields are to be copied from the previous week’s Timecard lines.
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.
copy travel from previous week
Indicates whether Travel fields are to be copied from the previous week’s Timecard lines.
Default billable
If true, the Billable drop down field will be shown as disabled (non-editable by user).
Default Single Resource Search Result
When the resource search lookup on the enhanced timecard user interface returns only one result, indicates whether the lookup automatically closes and the returned resource is selected.
Default Week Offset
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.
disable cache
If true, disables pre-loading of all the data while the timecard user interface loads, however this setting potentially slows performance.
Empty lines to append on add lines
The maximum number of new Timecard lines that you can add in one go by clicking the Add Lines button.
Empty Timecard lines to append by def
Number of Timecard lines that will be displayed when initially entering the UI, after deleting Timecard rows, or when the UI is refreshed.
Hide Billable Column
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.
Hide Copy From Previous Week Button
Indicates whether the Copy From Previous Week button is hidden on the Timecard Entry page, accessed from the Log a Timecard - New UI link or button. The default value is False.
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.
Hide Notes Column
Indicates whether the Notes column on the Time Entry page is to be hidden. The default value is false.
Hide Save Button
Indicates whether the Save button is hidden on the Timecard Entry page accessed from the Log a Timecard - New UI button. The default value is false.
Hide Submit Button
Indicates whether the Submit button is hidden on the Timecard Entry page accessed from the Log a Timecard - New UI button. The default value is false.
Hide Timecard Hours in Calculated Mode
If selected and Task Time Entry Mode is set to Calculated, only one row of task 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.
Hide View Edit Details Link
Determines whether the View/ Edit Details link that is displayed when you hover over a timecard line on the Time Entry page are shown. 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.
Holiday Color Code
Color to be used on the date column heading where the day is a work calendar holiday for the selected resource.
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 an error message.
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 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.
Methodology field position is popup
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.
Methodology Header Field Position Is Left
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.
Milestone field position is popup
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.
Milestone Header Field Position Is Left
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.
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 an error message.
If the value of this setting is greater than the value of "Maximum Resource Hours Per Week", PSA will display an error message.
If a user submits a timecard with fewer hours than the minimum configured, PSA will display an error message.
Nickname Editable
Indicates whether the assignment nickname is editable. You can use this option to prevent an issue where RCEDRead, Create, Edit and Delete permissions are required on a user's profile to enter a timecard even if the Schedule section is not shown or editable.When the setting is true, the Nickname field is editable and RCED and FLSField Level Security permissions are required on the Assignment object. When the setting is false, the Nickname field is read-only on the page and no RCED permission on the Assignment object or Nickname field is required.
Note Location Allowed
Indicates whether the location field appears in the View Details section of a timecard.
Note Primary Location Allowed
Indicates whether the Primary Location drop-down list appears on the View Details section of a timecard.
Phase field position is popup
Set the value to true if you want the Phase field to appear in the Notes. Set the value to false if you want the Phase field to appear on the timecard line.
Pre Populate Task
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.
Primary Location Field Position is Popup
When Note Primary Location Allowed is set to true, determines whether the Primary Location field appears in the Notes section or the timecard line.
Proj assig dropdown account custom field
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.
<User> — The user carrying out the action on the timecard.
<Date> — Today's date.
<Old project> — The original project or assignment name on the timecard.
<New project> — The new project or assignment name that the user selected.
For instance, the default value is: User <user> changed the Project from <oldproject> to <newproject> on <date>.
Project tooltip fields
List of Project fields to be shown as tooltips when hovering over the “i” icon.
Restrict Task Based On Milestone
Applicable when accessing the Timecard Entry page using the Log a Timecard with Task Time link. When selected and Pre Populate Task is selected, the tasks are pre populated based on the selected milestone. When selected and Pre Populate Task is selected and the user has not selected a milestone, only tasks not associated with a milestone are displayed. When selected, this setting enables the Limit to tasks with matching milestone filter on the Select Project Tasks popup window. This setting is deselected by default.
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.
Schedule grid weekend delta
Determines the number of weeks ahead of the Timecard weekend to show in the Schedule display on the bottom half of the page.
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.
Show Alert for Non Zero Weekend Hours
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.
Show Alert For NonZero HolidayHours
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.
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.
Show Milestone as Field
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.
Show Recall On Timecards
Indicates whether a recall link is displayed on submitted timecards.
Show schedule grid
Determines whether the Schedule grid section will be displayed on the bottom half of the page.
Show Schedule Grid Expanded By Default
Determines whether the Schedule grid section will be automatically expanded to show all the Resource’s Assignments on the bottom half of the page.
Show Schedule Tooltips
Indicates whether a tooltip "i" icon appears in the schedule section of a timecard
Show Timecard etc
Determines whether the ETC field will be shown on the Timecard line details drop-down list.
Show Timecard methodology
Determines whether the Methodology select list will be shown on the Timecard line details drop-down list.
Show Timecard milestone
Determines whether the Milestone select list will be shown on the Timecard line details drop-down list.
Show Timecard phase
Determines whether the Phase select list will be shown on the Timecard line details drop-down list.
Show Timecard phase
Determines whether the Phase select list will be shown on the Timecard line details dropdown.
Show Travel
Indicates whether the travel checkboxes are shown in the detail area of each row in the Timecard Entry page accessed from the Log a Timecard - New UI button. The default value is true.
Task Time Entry Mode
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".
Task Time: Filter Task Dates
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.
Task Time: Only Show Assigned Tasks
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.
TC Fields NOT To Copy From Previous Week
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.
TC Hour Fields To Copy From Schedule
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
Top Assignment to show count
Number of top Assignments to be shown in the Project/Assignment overlay.
Top Project to show count
Number of top Projects to be loaded to show on Project/Assignment overlay.
Top_Assignment_week_load_limit
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.
Use Assignment id
Determines whether the Assignment ID should be used when displaying Assignments on the Timecard page.
Use Field Sets For Timecard UI
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.
Controls the pixel width for Project/Assignment dropdown on Timecard.
Width_px_for_milestone_drop_down
Controls the pixel width for Milestone dropdown on Timecard Entry UI.
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.
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.
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.
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.
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".
allow-post-submit-edits-after-close
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.
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.
assignment-strict-end-date-restriction
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.
assignment-strict-start-date-restriction
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.
est vs actuals timecard status
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.
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.
missing timecard status
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.
Save timecard with zero hours
Indicates whether users can save timecards with zero hours.
show-recall-on-timecards
Indicates whether a recall link is displayed on submitted timecards.
Submit timecard with zero hours
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".
update assignments with timecard costs
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.
update milestones with timecard costs
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.
More information…