Additional Daily Time Entry Processes

In the Lines FastTab of the Daily Time Recording page, there are menus with special functions that can be performed during or after time entry. This topic describes these functions in more detail.

Functions Menu

The actions in the Functions menu are described in this section.

Copy Previous Time Entries to Current Day

In the Lines FastTab you can use the two Copy lines from... actions to copy:

  • all lines from the previous day to the current day
  • all lines from the previous day to the current day including comments

With either action, you are prompted to confirm the copy process. Afterwards, you can update the start/end times, quantities, breaks, comments, etc. as needed.

Note

These actions are only available if Period Type = Day.

Split Line

Using the Split Line action, you can split a selected line into two lines with equal quantities.

  1. Select a time entry line to split.
  2. On the Functions menu, choose Split Line.
  3. Choose the Yes button to split the line or the No button to cancel the line split.
    The Time to field on the original line is cleared and the Time from field on the new line is cleared.
  4. On the original line, fill in the Time To field with the adjusted end time.
  5. On the new line, fill in the Time from field with the adjusted start time.

Copy Lines to Resources

In the case in which a group of resources work on a project for the same period and need to present a consistent clock in/out, description, etc., you can select which entries to include and copy the lines to particular resources. You also have the option to automatically populate the lines with your resource team members.

  1. Select all time entry lines to copy to other resources.
  2. On the Functions menu, choose Copy to Resource(s).
  3. In the Copy Time Entry page, you can manually enter resources via the Resource No. field, or you can add all resources within a Resource Team or Project Team from the Actions menu:
    • To add all resources from the resource team that you are assigned to, choose Add My Resource Team. All resources within your team are automatically added.
    • To add all resources from another resource team, choose Add Resource Team. The Resource Team page opens for selection.
    • To add all resources assigned to a project team, choose Add Project Team. The Projects page opens for selection.
  4. Update the added resources as needed.
  5. Choose Copy Lines.
  6. Choose the Yes button to copy the lines to the resources or choose the No button to stop the copy process.

The Copy to Resources field specifies to how many other resources the line was copied to.

Note

Lines are copied to all resources regardless of whether only certain resources are selected when the process runs.

Add Delta Time Line

Delta time refers to the difference in hours between the total work time and the recorded times for the period. If work time is not used, then capacity. The Add Delta Time Line action adds a new time entry line with the Quantity field set to the time difference and other fields empty for you to fill in with project or resource time.

For example, if you are set to work 8 hours per day but there are only entries totaling 6.75, then running the Add Delta Time Line action will add a line with Quantity = 1.25.

If the Period Type = Week, the Add Delta Time Line action only creates a new line if you have selected a time entry for a day that is missing hours. If you are on an empty line or a line for day that has no missing time, no line is added.

Line Menu

In the Line menu, the Activity Details and Comments actions provide additional time entry assistance.

Activity Details

The Activity Details action opens the Daily Time Rec. Card page for the selected time entry line. It contains fields from the header and the lines, which provides another view of the time entry. Changes can be made in this card as needed.

The Dimensions action on the Related menu provides quick access if dimensions need to be checked or added.

Comments

The Comments action opens the Comment Sheet page, in which you can add or view comments made to further explain your time entry.

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