Managing Timesheet Views

Manage timesheet views to help you to see the information of interest to you. You can modify the columns, filtering, grouping, and sorting of timesheets. You can also configure the spreadsheet area of the timesheet to ensure you can enter the correct data.

To create a custom view:

Click Customize View.
On the Manage Views page:
1. In the Views list:
  - Click Row Actions to create a new view and enter a name that describes the view you are creating.
2. On the Columns tab:
  - In the Available Columns list, select columns you want to add to the view then clickAdd column to Selected Columns (Ctrl + Shift + Right Arrow) .
  - In the Selected Columns list, select the columns you want to remove from the view, the click Remove column from Selected Columns (Ctrl + Shift + Left Arrow).
3. On the Filtering tab:
  - Select whether you want your view to show activities and assignments that match all applied filters or any applied filters.
  - In the filters list select the filters to apply to the view.
  - Optionally click Edit Filters... to modify or add filters
4. On the Grouping tab:
  - Click Configure to select the columns to group by and specify the sort order and group interval to use. You can also modify Band Options.
  - Click Theme to select the style and colors to use for the view. Optionally, click Add Custom Colors to create new color palettes.
5. On the Sorting tab:
  - Select a column and sort order for the view.
  - Click Row Actions to add or remove sort criteria..
6. On the Spreadsheet tab:
  - In the Available Columns list, select columns you want to add to the spreadsheet area of the timesheet then click Add column to Selected Columns (Ctrl + Shift + Right Arrow).
  - In the Selected Columns list, select the columns you want to remove from the spreadsheet area of the timesheet then click Remove column from Selected Columns (Ctrl + Shift + Left Arrow).
Click Save.

Last Published Thursday, May 2, 2024