Favorites (Timesheet)

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
• Click the menu options icon on the line you want to add to your favorites
• Select Add To Favorite from the drop down menu

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
• 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 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.