Bookshelf v7.5: Using the Time Sheet Item Detail View and the Next Day Button

Siebel Professional Services Automation Guide > Time Reporting and Time Sheets >

Using the Time Sheet Item Detail View and the Next Day Button

The following procedure explains how to add a task-level or activity-level time entry to a time sheet, using the Time Sheet Item Detail View.

In this view, end users can create a blank new record by clicking New. Alternatively, they can select an existing record and click the Next Day button to create a record that includes the same data as the record selected, except that the Day and Date values are automatically increased by one day.

To add a task-level or activity-level time entry using the Time Sheet Item Detail View

Navigate to the Time Sheets screen.

From the Show drop-down list, select My Time Sheets.

In the Time Sheets list, select the time sheet to which you want to add time entries, and then click the Line Items view tab.

In the Line Items list, from the Show drop-down list, select Details.

In the Line Items list, click the menu button, and then select Columns Displayed.

Inspect the Available Columns area of the Columns Displayed dialog box, and complete the following substeps:

If Activity is listed in Available Columns, click Activity, and then click the right arrow button to transfer Activity to Selected Columns.

If Task is listed in Available Columns, click Task, and then click the right arrow button to transfer Task to Selected Columns.

If you want to display any other columns currently listed in Available Columns, select each desired column, and then click the right arrow button.

If you do not want to display any columns currently listed in Selected Columns, select each such column, and then click the left arrow button.

If you want to change the sequence in which columns are displayed in the Time Sheet Item Detail view, select columns as needed in the Selected Columns area, and click the up or down arrows to adjust the sequence.

When you are finished, click Save.

In the Line Items list, use one of the following methods to create a new record:

Click New to create a new record.

Select an existing record and click Next Day to create a copy of the selected record with Date and Day values increased by one day.

Complete the fields as needed. Some of the fields are described in the following table.


Field	Comments
Activity	Activity for which you worked the time.
Billable	When selected, indicates that the time can be billed to the associated account. By default, the Account field is not shown in this view, but it can be displayed by using the Columns Displayed command.
Class	General category of time spent. Defaults to the Billing Class of the selected Project. Typical values include Client Billable, Client Investment, and Internal. Available values are set in the PROJECT_CLASS list of values. The value in this field sets the default Class value for this time sheet's line items, but the line item Class value is overwritten if the line item Project value is changed.
Date	Date on which you worked the time.
Day	Day of the week on which you worked the time. Automatically populated based on the value of the Date field.
Effective Rate	Read-only. Amount to be charged per unit of time. Depends on the value of the Project Role field.
Project	Project for which you worked the time. Entering a value in this field and in the Project Role field allows the hourly rate to appear in the time sheet (as long as you are on the project access list and a role is defined for you in the Team Workbook).
Project Role	Role you performed for the specified project. Entering a value in this field and in the Project field allows the hourly rate to appear in the time sheet (as long as you are on the project access list and a role is defined for you in the Team Workbook).
Reported Hours	Number of hours you worked.
Task	Task for which you worked the time.