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
.
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- Click the Favorites tab
to access your list of saved timesheet WBS/OBS combinations - Find the desired line to be removed.
- Click the delete
icon to delete the line. - Click "Yes" in the dialogue box to confirm.
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 "Set this current timesheet to auto-fill next timesheet period"
Auto-Populating Your Timesheet
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.
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Important NotesNote 1: 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. NotesNote2: Favorites lines automatically deleted whenever any WBS charges is not longer active in the system based on the system configuration. |
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.
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Note3: If the opened future timesheet to submit PTO request the auto fill favorite will not insert the rows that do not allow future entry on the time code. |