Set Up Time Recording for Resources

As the main user of time recording, resources have additional settings that must defined. The fields as well as resource specific filters and the assignment to resource teams are described in this topic.

Resource Card

Apart from the general fields needed to use resources, many standard and COSMO Project Manufacturing fields must be defined in the Resource Card so that Time Recording can be used. Each are described in the following table.

FastTab	Field	Description
General	Use Time Sheet	Enables the use of the Time Recording functionality for the resource.
	Time Sheet Owner	Specifies the ID of the user responsible for entering time for the resource.
	Time Sheet Approver User ID	Specifies the ID of the user responsible for approving time recording entries via the Time Recording Control page.
Person	User ID	Specifies the login user ID for the resource.
	Time Entry Warning Limit Template Code	Specifies the Job Work-Hour Template Code containing the maximum allowed hours per day, before a warning is created in the time entries.
	Time Sheet Approval	Controls the approval workflow from time entry recording to posting for the resource. This overrides the setting in the Time Entry Setup page. For more information, see Time Approval Process and User Setup.

Pre-Assign Filter Values

The filtering used when a resource opens the Daily Time Recording page is defined in the Time Entry User Preference page, accessed from the Related menu by choosing Resource > Time Entry User Preference.

The Time Entry User Preference page allows you to define user-specific filtering that override the default settings in the User Preference Defaults FastTab of the Time Entry Setup page (see User Preference Defaults FastTab).

Adjust the settings in the Time Entry User Preference page as needed.

Assign Resource to Resource Team

Individual resources can be assigned not only to resource groups (e.g., fitter, technician, software developer, etc.) but also to your organizational teams via resource teams. With the appropriate assignment to this team, it can be filtered further, for example, the team leader can filter and view all time recording items of their team.

Choose the icon, enter Resource Team, and then choose the related link.
In the Code field, enter a unique identifier for the team.
In the Description field, enter a short description of the team.
Close the Resource Team page.
Open the Resource Card(s) of the resources to assign to a team.
In the General FastTab, enter the team code in the Resource Team field.

Processes

The capacities must be calculated on the resource, which correspond to the normal working hours according to the employment contract:

Feedback

Submit feedback for this page .