How to Set Up Timesheet Forms

Overview

You can control the details that appear in the columns of your timesheets in Breakdown view. Add and remove fields, including employee and project custom fields, start and finish times, and project and cost centre names.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Email / Form Setup

To assign fields to columns in your timesheet forms:

  1. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Forms Setup > Timesheets.
  2. Select the fields you want to display as columns from the Fields Assigned drop-down list and click Add Fields.
  3. To reorder the fields, use the grey drag handles on the left.
  4. To delete a field, click the red delete icon.
  5. Click Save.

If you have custom fields that have the same name for both employees and contractors, place these fields next to each other in the list and they will be merged into one column in the timesheet.

In PDF timesheets, only the first 10 columns in your list are displayed. In CSV timesheets, there is no limit to the number of columns.