Adding a Time Card to a Timesheet
You must add a time card to a timesheet before you can add time entries. Time cards are subdivision of timesheets. You can use time cards to keep your time entries organized. Each time card is associated to a specific project or task. See Time Cards.
You can either add a completely new time card or add a copy of an existing time card:
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Add a new times card from blank — See Adding a New Time Card.
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Add a new time card from an existing time card in the timesheet — See Copying an Existing Time Card.
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Add a prefilled time card using a template — See Adding a Time Card from Template.
After the time card is created you can change the time card information and add or modify time entries at any time before you submit the timesheet for approval.
You cannot add a time card to a timesheet if your device is offline and there is a Submit or Delete action pending for this timesheet.
Adding a New Time Card
You must add a time card to a timesheet before you can add time entries.
To add a new time card:
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On the timesheet screen, tap the add icon
in the toolbar (iPhone) or the add button
(Android). See Timesheets in SuiteProjects Pro Mobile.
The New Time Card form appears.
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Tap a property in the New Time Card form to view the available options, then tap an option to select it and return to the New Time Card form. Repeat for all required time card properties.
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Properties listed on the form depend on your company's SuiteProjects Pro account configuration.
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Required properties are indicated on the form. Whether a property is optional or required depends on your company's SuiteProjects Pro account configuration. On iPhone, the dynamic value shows in light gray if a property is set to be populated automatically. For example, your company's SuiteProjects Pro account may be set to use the service (or category) associated with the selected task.
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If you defined some default values under Timesheet Preferences in the timesheet properties, the corresponding time card properties are pre-filled.
There are two categories of properties:
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Main information — includes Customer and Project and Task.
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Additional settings — can include Time type, Service (or Category), Payroll type.
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Tap Done to save the time card properties and return to the timesheet. You can now add time entries to the time card. See Adding or Editing Time Entries.
Note:There cannot be two time cards with exactly the same properties (main information and additional settings) on the same timesheet. If the properties are the same as an existing time card, the new time card will not be added. When you tap Done, the timesheet will show the existing time card with the same properties.
Copying an Existing Time Card
You can copy an existing time card if you want to add a time card with similar information details or time entries. All the time entries from the existing time card will be copied across to the new time card.
To create a new time card from an existing time card on the timesheet:
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On the timesheet screen, tap the more icon
on the time card you want to copy then tap Clone time card in the context menu. See Time Cards.
The Edit Time Card screen appears.
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The Edit Time Card screen is similar to the New Time Card screen. Change any of the main information details or additional settings. See Editing Time Card Properties and Adding a New Time Card.
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Tap Done to save the properties, create the new time card and return to the timesheet. The new time card shows exactly the same time entries as the time card you copied. You can now edit the time entries. See Adding or Editing Time Entries.
Note:There cannot be two time cards with the same properties (main information and additional settings) on the same timesheet.
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If the properties are the same as those of the time card you copied, the new time card will not be added. When you tap Done, the timesheet will show the existing time card unchanged.
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If the properties are the same as those of another existing time card and you tap Done, a message appears. Tap Merge to merge the two time cards — all time entries on the time card you are creating will be transferred onto the existing time card. Tap Cancel (iPhone) or the cancel icon
(Android) to return to Edit Time Card screen.
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Adding a Time Card from Template
You can add a prefilled time card to your timesheet using one of your time card template. For more information about time card templates, see Time Card Templates.
The following steps describe how to add a time card using a template while you are recording time on your timesheet. You can also add a prefilled time card to any open or rejected timesheets from the template list. See Adding a Prefilled Time Card to a Timesheet from the Template List.
To add a new time card from template:
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On the timesheet screen, tap the add icon
in the toolbar (iPhone) or the add button
(Android). See Timesheets in SuiteProjects Pro Mobile.
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Select Add time card from template.
The template list appears.
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Select the template you want to use from the list of templates.
The timesheet shows the prefilled time card using the template you selected.
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Change the time card properties and time entries as needed. See Editing Time Card Properties, Adding or Editing Time Entries, and Deleting Time Entries.
Related Topics
- Timesheets Lists in SuiteProjects Pro Mobile
- Timesheets in SuiteProjects Pro Mobile
- Creating a Timesheet
- Editing Timesheet Properties
- Deleting a Timesheet
- Editing Time Card Properties
- Deleting a Time Card
- Adding or Editing Time Entries
- Deleting Time Entries
- Submitting Timesheets
- Approving or Rejecting Timesheets
- SuiteProjects Pro Mobile Icons