Company > Settings > Timesheet options Require selections | Approver edit | Auto billing Hide descriptions | Wrap date cells Schedule requests > Timesheet duration : Use the drop-down menu in the "Timesheet duration" field to choose the time span for the timesheets you and your employees will create. Your choices are Weekly, Bi-Weekly, Semi-Monthly, and Monthly (the default is Weekly). > Location of the Save button on the grid: You can choose to have a timesheet’s Save button appear on the bottom right (default location), center, or left. > Number of rows to display in timesheets notes fields: Set the number of rows of notes that can be entered for individual time entries before having to scroll. > Width of the hourly cells on a timesheet: Set the cell width for timesheet entries. The ideal setting is as small as possible while still ensuring that users can see the entire number they entered. This will depend on users' systems and the number of decimal places to which time is tracked. > > Show/hide Time type, Client/Project, Task, and/or Service drop-downs on the main [timesheet] grid: The time type drop-down is shown on the main grid by default. The client/project and services drop-downs will show up in the Description pop-up window (access by clicking on a date cell’s blue dot) only if these entities are populated in the Account tab; the task drop-down will appear only if that user has assigned tasks in Projects. Use the checkboxes to move any of the drop-downs to the main grid or to the pop-up window. (Please note: If you want to show only clients with associated projects, you must check off the "Show only clients with projects" box under the "Optional Features" section of the Company > Settings dialog; otherwise, you can assign time to a client without assigning the time to a specific project.) > Require a time type, client/project, service, task: Checking the boxes adjacent to these entries means that users must make selections from the corresponding drop-downs in order to successfully save and submit their time. If you require a task on time entries, you can make exceptions, based on the time type selected. To exempt a time entry from the task requirement based on the selected time type, go to Account > Timesheets > Time types > [select time type]. Check the box "A task is not required for this time type" and save. > Show only clients and projects with open tasks assigned to the user: Checking this box limits the user's options in the timesheets drop-down menu to the clients and projects for which this user has open tasks assigned. > Allow an approver to edit a submitted timesheet: To enable a timesheet approver to make changes to a submitted timesheet, check the "Allow an approver to edit a submitted timesheet" box, and then click on "Save." > Automatically bill time assigned to a client when a timesheet is approved: If you would like all approved timesheets to automatically become timebills that can be invoiced to your client(s), check off this box, and then click on "Save." > Number of rows to display in timesheets notes fields: Determine the number of rows that appear in the notes field of the timesheet dialog box the pops up when a User clicks the green or blue dot. > Hide the description field: If you don't want your users to see the description field in the pop-up window (accessed by clicking on a date cell's blue dot) check off this box, and then click on "Save." > Wrap the daily cells to another row: If you would like the date cells associated with a line of entries in any drop-downs available on the grid (time types, client/project, etc.) to wrap themselves underneath these drop-downs on a new line, check off this box, and then click "Save." > Remove blank timesheet rows: Check this box to remove timesheet rows that have no time entered. > Preserve row ordering: Check this box to keep timesheet rows from shifting downwards if no time is entered, below rows that do have time entered. > Enable the "Hours remaining" on tasks estimating feature: If you would like to enable the feature that allows users to estimate the time they have remaining on tasks directly from their timesheets, check off this box, and then click "Save." > Require "Hours remaining" estimates for all tasks: If you would like to require that users enter estimates for hours remaining on tasks they have been working on (they will not be able to submit their timesheets without entering these estimates), check off this box, and then click "Save." > Use the system estimate if "Hours remaining" are not entered: This feature is useful if you want managers to be able to see an estimate of hours remaining on tasks without requiring users to update all their estimates on every timesheet. If the user submits a timesheet without estimating the hours remaining for a task, the system creates an estimate when the timesheet is approved. The estimate is calculated as the last approved estimate (or the total planned hours if there isn't one) minus the hours entered for the task on this timesheet. A "System estimate" column is also added to the Timesheets > Hours remaining form. Note: To use this feature the "Enable the "Hours remaining" on tasks estimating feature" must also be turned on. > Get the service from the task if not selected: Check this box if you want the service on a timesheet line to default to the service for that task, but you want the user to be able to override the default. > Always get the service from the task: Check this box if you want the service on a timesheet line to always use the service for that task, without the user being able to override it. > Don't allow timesheet submission if time is booked to an inactive option: Check this box to prohibit users from submitting a timesheet with time assigned to an inactive service, time type, project, etc. > Don't allow timesheet submission if time is booked to a closed task: Check this box to prohibit users from submitting a timesheet with time assigned to a closed task. > Don't allow timesheet submission if time is not booked to a task: Check this box to require users to assign all time to a task. > Enable schedule requests: Check this box to activate the feature which lets users submit requests for changes to their regular work schedule, such as for vacation or jury duty. Approved changes can then be automatically incorporated into bookings and project plan calculations. > Require a time type, customer/project, category, task on schedule requests: Checking the boxes adjacent to these entries means that users must make selections from the corresponding drop-downs in order to successfully save and submit their schedule requests. > Hide the related schedule request entry information on the timesheet: Check this box to exclude schedule request information from appearing on timesheets. > Don't allow schedule request submission if time is booked to an inactive option: Check this box to prohibit users from submitting a schedule request with time assigned to an option (i.e. reason or time type) that is inactive. > Allow an approver to edit a submitted schedule request: Check this box to allow approvers to edit schedule requests before approving them. Any revisions will request form the basis for the bookings and project plan calculations. > Automatically create schedule exceptions when a schedule request is approved: Check this box to automatically create schedule exceptions in the individual user's schedule when their schedule requests are approved. > Allow modification and deletion of schedule exceptions created automatically from an approved schedule request: Check this box to enable users to modify their own user-level schedule exceptions that were created from approved schedule requests. > When creating a timesheet, automatically create time entries for approved schedule requests: Check this box to have the time approved in schedule requests automatically entered into new timesheets to reduce errors and save the user time. The timesheet will populate fields as follows: - the time type from the schedule request, if any, then from the timesheet default, if any; - the client:project from the time type, if any, or else from the timesheet default, if any; - the project task will remain blank; - the service from the time type, if any, or else from the timesheet default, if any. > When automatically creating time entries for approved schedule requests when creating a timesheet, get missing values from the schedule request: If the above box is checked, check this box to populate the timesheet fields from the schedule request as follows: - the time type from the schedule request, if any, then from the timesheet default, if any; - the client:project from the schedule request, if any, or else from the timesheet default, if any; - the project task from the schedule request, if any, or else it will remain blank; - if the company setting "always get the service from the task" is enabled, then the service comes from the project task; if the company setting "get the service from the task if not selected" is enabled, then the service comes from the schedule request, if any, then from the timesheet default, if any, then from the project task. > Do not allow editing of the timesheet name: Checking this box will hide the timesheet name field for users creating or editing a timesheet. The name will default to the system name for the timesheet, which is "Timesheet for [date range]". > Minimum hours required to submit a timesheet: Specify the minimum number of hours required in a timesheet before a user can submit it. > Disable overlapping timesheets: Checking this box will prevent users from submitting timesheets with overlapping dates. (Otherwise, new timesheets will include an "Allow overlapping timesheets" checkbox.) > Sort timesheets alphabetically by customer and project When time is entered and saved, the timesheet will display in alphabetical order those clients and projects with time at the top of the form, and those without time also alphabetically, below. This feature can be enabled on a per-user basis by going to My Account > My Options > Preferences > Timesheets options.