Bookshelf Home | Contents | Index | Search | PDF

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

Moving Time Entries from My Time Diary to Time Sheets Manually

---

If there are entries in an end user's time diary that are dated before the current reporting period, end users can move them from the time diary to an appropriate time sheet by using the Add to Time Sheet command. This is more convenient than reentering information in the Time Sheet Item Summary view or the Time Sheet Item Detail view.

The Add to Time Sheet command checks whether there is an existing time sheet for the time period that includes the time entry. If there is such a time sheet, and if it has Status set to In Progress, the Add to Time Sheet command moves the entry from the time diary to the correct time sheet. If there is no time sheet for the appropriate period, the Add to Time Sheet command automatically creates a new time sheet for the appropriate period, and moves the time entry from the diary to that time sheet. If there is an existing time sheet for the correct time period but its status is not In Progress, an error message appears, and the time entry remains in the time diary. In this case, end users should confer with their manager or a Siebel administrator about how to incorporate the time diary entry into the existing time sheet.

The following procedure explains how to move a time diary entry to a time sheet using the Add to Time Sheet command.

To move a time entry from My Time Diary to a time sheet manually

Navigate to the Time Sheets screen.
From the Show drop-down list, choose My Time Diary.
In the My Time Diary list, select the time entry you want to move to a time sheet.
In the My Time Diary list, click the menu button and select Add to Time Sheet.

Bookshelf Home | Contents | Index | Search | PDF