Setting up Timecard Web Pages

To allow resources to enter timecards from a web page, without logging into salesforce.com:

  1. Select the resourceA contact that works on a project. that you want to enable the feature for on the Contact tab.
  2. Click Edit.
  3. Select the license type that you want to designate and click ► to move it from the Available list to the Chosen list.
  4. Enter an email address for the resource in the Email field.
  5. Click Save.

    The resource receives an email with instructions to create a PIN and log in to the timecardA mechanism for logging time against a project or an assignment. entry page where they can enter and view timecards.

  6. To configure the Expense Submit and Expense List View Salesforce pages that users see, change the options in the Feature Users configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..

Concept Information

Setting up Timecards

Drop-down List Dependencies

Schedule Grid Permissions

Timecard UI Enhanced and Classic Buttons

Reference Materials

Timecard Settings

© 2009-2015 FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.