Siebel Professional Services Automation Guide > Time Reporting and Time Sheets > End-User Procedures for Time Reporting and Time Sheets >

Creating a Time Sheet Automatically

The following procedure explains how to generate a time sheet that automatically includes time entries that are recorded in the Unassociated Time Sheet Items view for the current reporting period. These entries include time entries that end users entered using the Activities Time view, as long as they have not yet been included in a time sheet. This procedure can be used from anywhere in your Siebel application. The feature used in this procedure is called the Auto Gen functionality. For information about creating a time sheet manually, see Creating a Time Sheet Manually.

NOTE:  The Auto Gen feature does not create time sheets for previous time periods or populate such time sheets with Unassociated Time Sheet Items entries from previous time periods. To create a time sheet for an earlier period automatically, and to move older time items from the Unassociated Time Sheet Items view to a time sheet for the appropriate time period, see Moving Time Entries from Unassociated Time Sheet Items to Time Sheets Manually.

To create a current time sheet automatically

• From the application-level menu, select Tools > Auto Timesheet.

  If you already have a time sheet for the current period, and if its status is set to In Progress, then a workflow moves your time diary entries for the current period to the line items section of your existing time sheet.

  If you do not yet have a time sheet for the current period, then a workflow creates the time sheet and moves your time diary entries for the current period to the line items section of the new time sheet.

  If you already have a time sheet for the current period, but its status is not set to In Progress, your time diary entries will remain in the Unassociated Time Sheet Items view. In this case, confer with your manager or a Siebel administrator about how to incorporate the time diary entries into the existing time sheet.