Timecard UI Buttons

Here are some timecard UI button scenarios.

Scenario Action
Your organization uses the classic timecardA mechanism for logging time against a project or an assignment. user interface. Users can log a new timecard from the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. or assignmentConnection between a resource and a project. related lists for timecards using the Log a Timecard – Classic button.
You want users to use the enhanced timecard or Time Entry user interface. Users can do so using the Log a Timecard – New UI or Time Entry button respectively on the related list.
You already have PSA installed on your org and you install a managed package for a new PSA release. Your current page layout for projects or assignments is not overridden.
You want to use the enhanced timecard UI or Time Entry UI. Edit the related list in the project and/or assignment page layouts, and add the respective new buttons.
You are a new PSA customer who has not installed a previous version of the PSA managed package. These buttons appear automatically after installing the managed package.

Overriding the Default Timecard UI

You can override the default timecard entry page to show the Time Entry page when users create new timecards.

  1. From Setup, click Create | Objects | Timecard.
  2. In Buttons, Links, and Actions, click Edit for the New button entry.
  3. In Override with, click the Visualforce Page radio button and choose [pse__PSATimecardEntry] from the picklist.
  4. Click Save.
  5. Select New from the Timecard object. The Time Entry page opens as the default.

Related Tasks

Configuring the Easy Entry Popup Mode

Custom Fields on Timecards Best Practices

Adding Additional Fields to a Timecard Line

Reference

Timecard Settings

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.