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 Click the menu options icon
on the line you want to add to your favorites - Click the Select Add To Favorites buttonFavorite from the drop down menu
Searching your Favorites
You can search your favorites list by using the search field.
- Click Click the Favorites tab 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.Begin typing the characters in the search field
- Based on the characters entered, the results matching that criteria will show
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.
Enable or Disable Auto Fill Manually
To enable the lines on the Favorites manually instead of on submit:
- Click the Favorites tab
to access your list of saved timesheet WBS/OBS combinations - Find the desired line to be added
- Click the link On or Off for Auto Fill.
Deleting Lines from Your Favorites
To remove a line from your favorites:
- Click the Favorites tab 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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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 or lines with indirect time codes (such as Sick, Vacation, or Holiday) 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 delete whenever any WBS charges is no 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. |