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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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
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Note 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. Note2: Favorites lines automatically deleted whenever any WBS charges is not longer active in the system based on the system configuration. 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. Note4: For WBS/OBS codes that are no longer active they will not be auto inserted on the next timesheet even if they are set for Auto Fill On. |