Time Card Templates

SuiteProjects Pro Mobile allows you to speed through recording regular time patterns with time card templates. Time card templates are time cards with prefilled properties and time entries that you can reuse when completing a timesheet.

Your personal time card templates are saved on the SuiteProjects Pro server and available from any device you use to record time in SuiteProjects Pro Mobile.

Composite image showing the context menu to save a time card as template, the new template form, the template list and the Add context menu on a timesheet. time card templates

Adding a Time Card Template

You can save any existing time card from any of your open or rejected timesheets as a template. This functionality lets you modify any information in your new time card template before you save it.

To add a time card template:

  1. Go to an open or rejected timesheets containing the time card you want to save as template. See Navigating SuiteProjects Pro Mobile.

  2. Tap the more icon More icon in the time card and select Save as template.

    The new time card template appears.

  3. Change any of the time entries as needed. See Adding or Editing Time Entries and Deleting Time Entries.

  4. Change the selected Project and Task as needed.

Viewing, Modifying or Deleting Time Card Templates

You can access the list of time card templates from the app settings, and view, modify or delete any of your existing time card templates.

To view, modify or delete time card templates:

  1. Tap the menu icon Menu icon in the dashboard toolbar in the bottom-left corner.

    The navigation drawer appears.

  2. Tap Settings.

    The Settings screen appears

  3. Tap Time card templates.

    The time card template list appears.

  4. Do any of the following:

    • Tap the more icon More icon in a time card and select:

      Note:

      You can also add a prefilled time card to a timesheet using a time card template from the list. To so, select Add to timesheet then select the timesheet you want to add the prefilled time card to. The timesheet appears and shows the prefilled time card. See Adding a Time Card from Template.

    • Delete multiple time card templates at the same time. To do so, tap Select, select the time card templates you want to delete, and tap the delete icon Delete icon. in the toolbar.

Adding a Prefilled Time Card to a Timesheet from the Template List

You can add a prefilled time card to any open or rejected timesheet using a time card template from the list.

The following steps describe how to add a prefilled time card to any open or rejected timesheets from the template list. You can also add a time card using a template while you are recording time on your timesheet. See Adding a Time Card from Template.

To add a prefilled time card to a timesheet from the template list:

  1. Tap the menu icon Menu icon in the dashboard toolbar in the bottom-left corner.

    The navigation drawer appears.

  2. Tap Settings.

    The Settings screen appears

  3. Tap Time card templates.

    The time card template list appears.

  4. Tap the more icon More icon in a time card and select Add to timesheet

  5. Select the timesheet you want to add the prefilled time card to.

    The timesheet appears and shows the prefilled time card.

  6. Change the time card properties and time entries as needed. See Editing Time Card Properties, Adding or Editing Time Entries, and Deleting Time Entries.