Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Managing Timesheets, Expenses and Task Entries > Configuring the Timesheet and Expense Sheet View

Configuring the Timesheet and Expense Sheet View

You can configure your view of the Timesheet and Expense sheet. You can—

  • Filter entries by Task elements. For example, you could filter the entries so that only the entries of work done for a particular client are displayed.
  • Specify which columns should be displayed as well as the order of the columns.
  • Sort the entries in a particular way. For example, sort the entries by Employee so that all the entries of an employee are listed together.
  • View all entries having a specific Task status. For example, view the entries of a project which has been put on hold.
  • View the entries for a specific range of dates.
  • Specify whether to show the full name or abbreviations.
  • Specify the number of columns/days to be displayed at a time.
  • Specify whether or not to show non-task-based entries.

To configure the Timesheet and Expense sheet view:

  1. Click on Criteria in the View Sheets tab.

    The Sheets View Criteria screen will appear.

     

    Note: In the following figure, some parts have been enclosed with an orange outline. With the mouse pointer, point to each of these enclosed areas to learn about the functionality of that area. A tooltip will appear telling you more about that area.

     

    Tip: If the tooltip disappears before you are able to read the entire text, move the mouse pointer out of the area and then bring it back into the area, to make the tooltip reappear.

    		  
    		  

    Sheets View: Criteria Screen

  2. Make selections from the various fields in the Sheets View Criteria screen.

  3. Click on the Save button to save the Criteria settings.

     

    Note: If you move to some other page before clicking the Save button, the changes you have made will be discarded. Therefore, remember to always click the Save button before you move away from the page.

    		  

     

    Tip: If you do not want to save your changes, move to some other page without clicking the Save button.

    		  

    Now if you click the Timesheet button, you will notice that the Timesheet screen has changed according to the Criteria settings specified by you.



See also

Viewing your Timesheet
Viewing your Expense Sheet
Adding Task Entries
Viewing or Making Changes to Task Entries
Copying Tasks between Timesheets
Adding Time Entries
Using the Day View
Using the Time Clock View
Viewing or Making Changes to Time Entries
Adding Expense Entries
Viewing or Making Changes to Expense Entries
Mass Updating Task, Time, and Expense Entries
Filter the entries by task elements. For example, select a Client to view entries of that client only.Specify the order of the columns in the Task Area (of the Timesheet and Expense sheet). Click on an item and use the Move Up/Move Down buttons to re-order the item. To show or hide columns, check or uncheck the items in the Show column.Filter the entries by the Task Status of the entry. For example, select 'Yes' from the drop-down list to view all the Billable entries.Select a start and end date, to show only those tasks that have both a start and an end date within your selected range. From the drop-down list specify whether to show entries from the range of dates selected, or whether to show future dates as well (i.e., whether to ignore the To date).Specify whether to show Non-Task-Based entries, the number of days to show in the Timesheet and Expense sheet, and control how the items will be displayed in the Select Elements dialog box (by selecting the relevant option from the Show drop-down list).
  
HelpConsole.com -

Copyright © 2004 - 2007 Extreme Ease Software Inc. All Rights Reserved.