Adding a Time Card to a Timesheet

You must add a time card to a timesheet before you can add time entries. Time cards are subdivision of timesheets. You can use time cards to keep your time entries organized. Each time card is associated to a specific project or task. See Time Cards.

You can either add a completely new time card or add a copy of an existing time card:

After the time card is created you can change the time card information and add or modify time entries at any time before you submit the timesheet for approval.

You cannot add a time card to a timesheet if your device is offline and there is a Submit or Delete action pending for this timesheet.

Adding a New Time Card

You must add a time card to a timesheet before you can add time entries.

To add a new time card:

  1. On the timesheet screen, tap the add icon Add icon for iPhone in the toolbar (iPhone) or the add button Add icon for Android (Android). See Timesheets in OpenAir Mobile.

    The New Time Card form appears.

    Adding a new time card
  2. Tap a property in the New Time Card form to view the available options, then tap an option to select it and return to the New Time Card form. Repeat for all required time card properties.

    • Properties listed on the form depend on your company's OpenAir account configuration.

    • Required properties are indicated on the form. Whether a property is optional or required depends on your company's OpenAir account configuration. On iPhone, the dynamic value shows in light gray if a property is set to be populated automatically. For example, your company's OpenAir account may be set to use the service (or category) associated with the selected task.

    • If you defined some default values under Timesheet Preferences in the timesheet properties, the corresponding time card properties are pre-filled.

    There are two categories of properties:

    • Main information — includes Customer and Project and Task.

    • Additional settings — can include Time type, Service (or Category), Payroll type.

  3. Tap Done to save the time card properties and return to the timesheet. You can now add time entries to the time card. See Adding or Editing Time Entries.

    Note:

    There cannot be two time cards with exactly the same properties (main information and additional settings) on the same timesheet. If the properties are the same as an existing time card, the new time card will not be added. When you tap Done, the timesheet will show the existing time card with the same properties.

    New time cards s for iPhone and Android

Copying an Existing Time Card

You can copy an existing time card if you want to add a time card with similar information details or time entries. All the time entries from the existing time card will be copied across to the new time card.

To create a new time card from an existing time card on the timesheet:

  1. On the timesheet screen, tap the more icon More icon on the time card you want to copy then tap Clone time card in the context menu. See Time Cards.

    The Edit Time Card screen appears.

  2. The Edit Time Card screen is similar to the New Time Card screen. Change any of the main information details or additional settings. See Editing Time Card Properties and Adding a New Time Card.

  3. Tap Done to save the properties, create the new time card and return to the timesheet. The new time card shows exactly the same time entries as the time card you copied. You can now edit the time entries. See Adding or Editing Time Entries.

    Clone time cards
    Note:

    There cannot be two time cards with the same properties (main information and additional settings) on the same timesheet.

    • If the properties are the same as those of the time card you copied, the new time card will not be added. When you tap Done, the timesheet will show the existing time card unchanged.

    • If the properties are the same as those of another existing time card and you tap Done, a message appears. Tap Merge to merge the two time cards — all time entries on the time card you are creating will be transferred onto the existing time card. Tap Cancel (iPhone) or the cancel icon Cancel icon (Android) to return to Edit Time Card screen.

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