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.
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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 and then click on On or Off for Auto Fill.
Deleting Lines from Your Favorites
To remove a line from your favorites:
- 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.
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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 delete whenever any WBS charges is not 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. |