Create time cards and log time through Time Sheet Portal
After you create time cards in Time Sheet Portal, log time in the time cards.
Before you begin
- Time sheet portal supports resource assignments created using Project Workspace. Once the time cards are approved, Project Managers can view the planned vs actual hours for an assignment in Project Workspace and Resource Management Workspace heatmap view.
- Role required: timecard_user
Procedure
Navigate to All > Time Sheets > Time Sheet Portal.
Create time cards in the Logged Time Cards section using any of the following options.
| Option | Steps |
|---|---|
| Generate time cards for assigned projects or project tasks |
Note:
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| Copy time cards from a previous time sheet |
Note:
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| Create a time card from the Tasks, Group Tasks, or Other tab |
Note: Add to Time Sheet creates a time card with the default rate type of the user, if it exists. |
| Create multiple time cards from the Tasks tab |
|
| Create a time card for unassigned task |
|
Based on the **Allow time card reporting on** field settings in the **Preferences** tab of a project, the **Add to Time Sheet** and **Add selected to Time Sheet** options are displayed in Time Sheet Portal.
If a duplicate time card exists for a time card, you can merge both time cards to become a single one, except for time cards in the processed, approved, or recalled state. A duplicate time card is identified by comparing the values in the **Short description**, **State**, **Task**, **Category**, **Rate Type**, **Resource Plan**, or **Project Time Category** fields in the time card.
- In the Logged Time Cards section, log time in a time card.
| Option | Steps |
|---|---|
| Through inline editing |
|
| Through time card form |
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| Add notes to time cards |
|
Result
Your time cards are created and time is logged for the selected week.
What to do next
If you encounter issues with time card creation or time logging, try the following:
- Time cards not generating: Verify that your project tasks are in progress or planned for the selected week, and that the Allow time card reporting on field is configured on the project.
- Missing tasks in the portal: Ensure you are assigned to the project tasks and that the task dates overlap with the selected time sheet week.
- Duplicate time cards: Use the merge option to combine duplicate time cards. Duplicates are identified by matching Short description, State, Task, Category, Rate Type, Resource Plan, or Project Time Category fields.
- Incorrect rate type: Verify your default rate type on your user profile. Contact your time card administrator (timecard_admin role) to update rate type settings.
For issues you cannot resolve, contact your system administrator or the user with the timecard_admin role in your organization.
Parent Topic:Time Sheet Portal