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Enter project timesheets

This procedure lets you create a timesheet by using an empty timesheet page. The new timesheet can be based on information from a previous timesheet, or from project and activity assignments on the My favorites page. By default, the All timesheets list page shows all your timesheets for the current period. You can use the Show field on the My timesheets page to filter the timesheet list by time period or project, or to view timesheets that were created on behalf of other workers. The USSI demo data company was used to create this procedure.

  1. Go to Project management and accounting > Timesheets > My timesheets.

  2. Select New to enter a new timesheet.

    By default, the Resource field shows the worker who is assigned to the current user.

    If the user is designated as a delegate, the names will be listed, so that a user can enter a timesheet on their behalf.

  3. In the Date field, enter a date. If this option is selected, new timesheet lines will be created by using the timesheet settings that were configured as favorites.

  4. Select OK.

  5. Select New line.

  6. In the list, mark the selected row. By default, the Legal entity field shows the current legal entity.

  7. In the Project field, select the drop-down arrow to open the lookup.

  8. In the list, find and select the desired record.

  9. In the list, select the link in the selected row.

  10. In the Activity number field, select the drop-down arrow to open the lookup.

  11. In the list, find and select the desired record.

  12. In the list, select the link in the selected row.

  13. In the Category field, select the drop-down arrow to open the lookup.

  14. In the list, find and select the desired record.

  15. In the list, select the link in the selected row.

  16. Enter the number of hours that are worked each day. Enter the hours in decimal format. For example, if you worked two hours and fifteen minutes, enter 2.25.

    In the Line details section, the following options are available:

    • Add information about taxes and financial dimensions on the General and Financial Dimensions tabs.
    • Add comments about the timesheet line on the Comment tab.
  17. On the Action Pane, select Workflow to open the drop-down dialog box.

  18. Select Submit.

  19. Select Submit.