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Calculating Missing Timecards

To calculate missing timecards immediately:

1. Display a regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. and click Calculate Missing Timecard.
2. [Optional] Select the Include Sublevels checkbox to include the region, practice or group’s children.
3. Select the Week Ending date.
4. Click Generate.  
5. Click the Missing Timecards tab.
6. Click Go.

   A list of missing timecards is displayed.

   Note:

   Note

   

   When a resourceA contact that works on a project. is assigned to more than one projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. and they submit at least one timecardA mechanism for logging time against a project or an assignment. for an assignmentConnection between a resource and a project. for the week, that resource is not listed.
7. Click a Missing Timecard Name to view the details for a resource.
8. [Optional] If you want to print a missing timecard, click Printable View in the top-right corner of the page.
9. [Optional] If you want to notify resources of missing timecards, set up a Salesforce workflow. For further information see the Salesforce Help.

To schedule generation of missing timecards, set up an Apex job to run at a regular interval:

1. Display a regionA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects., practiceA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. or groupA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. and click Calculate Missing Timecard.
2. [Optional] Select the Include Sublevels checkbox to include the region, practice or group’s children.
3. Set the schedule date, time, and frequency.
4. Complete the fields in the Schedule section. See Generate Missing Timecard Fields.
5. Click Schedule.
6. To monitor the newly scheduled job: from Setup, click Monitoring | Scheduled Jobs. 

   The new job is listed with the name “Missing timecard Scheduled for: date”.

   Tip:

   Tip

   

   To change a scheduled job, click Manage next to the job that you want to change. To delete a scheduled job, click Del next to the job that you want to delete.

Viewing Missing Timecard Calculation Details

You can view a calculation record of missing timecards in your region, practice, or group pages. To view Missing Timecard Calculation Details, add Missing Timecard Calculations related list to the page layout for the region, practice, or group.

See Generate Missing Timecard Calculation Fields for fields to display in the Missing Timecard Calculation Details page.

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