Favorites allows you to save frequently used WBS/OBS combinations without having to re-key the same codes into the timesheet each reporting period. Once saved, you can copy these lines into a timesheet from your favorites.To view your list of favorites, click the Favorites tab
.
Adding Lines to Your Favorites
To manually add individual lines from your timesheet to your favorites
- Click the Favorites tab
to access your list of saved timesheet WBS/OBS combinations - Highlight the line you want to add to your favorites
- Click the Add To Favorites button
Searching your Favorites
You can search your favorites list by using the search field.
- Click the Favorites tab
to access your list of saved timesheet WBS/OBS combinations - Select which field you would like to search against. The available fields are determined during configuration. You can only search against the fields that are enabled on the timesheet.
- Click the Search button to search your Favorites.
Adding Lines From Favorites
To manually add individual lines to your timesheet from your favorites:
- Click the Favorites tab
to access your list of saved timesheet WBS/OBS combinations - Find the desired line to be added
- Click the
icon to add the line to your timesheet
Deleting Lines from Your Favorites
To remove a line from your favorites:
...
You can also add all of the lines on your timesheet to your favorites upon submission of the report. During the submission process, select "Set this current timesheet to auto-fill any new timesheets." This will save all the lines with hours charged to them to your Favorites list. This will also auto-populate the next new timesheet you open with the lines the same lines.
| Panel |
|---|
Important Notes: Only timesheet lines that have both a WBS/OBS structure and hours charged will be saved to your Favorites and be used to pre-populate future timesheets. Lines with no hours charged will not be saved or used to pre-populate a timesheet. Auto-fill only works when the status of the timesheet you are opening is "New." It will not auto-populate a timesheet that has been previously worked on. |
User Preferences
In user preferences their are two settings that user needs to enable or disable depending on how they want to set the auto population of the timesheet.
- Auto populate lines from the Favorites for new timesheets - Yes - It is set to yes that means any time you open a new timesheet the system will auto insert any lines in Favorites that set to auto fill to Yes. No - Do not auto insert any lines from Favorites to the timesheet.
- Copy lines to the Favorites on timesheet release - Yes means on submit the system will take the lines with hours > 0 and insert them in the Favorites and set them to auto-fill for next timesheet. If set to No, the default it will not set the Favorites on submission unless the user click on submit "Remember timesheet lines for next period"