Time Entry Worksheet Redesign

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    Wes Kliewer

    Thank you for your suggestion. The option to selectively add companies and projects to the grid might help with part of your request prior to a redesigned worksheet. We have updated the documentation for the Time Entry Grid to include the Group By Options and the Company Time Entries & Project Filter settings for these two options.

    As a note to all interested in using this feature, the prerequisites for the time entry grid to accept entries directly to a company are set for each company in the Companies administration. The setting to enable time entries to be entered at the project level without a task selected are in the Time Entry Settings.

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    Ashley Di Fruscia

    Hi Wes,

     

    I played with selectivity adding companies to the grid, this works nicely but doesn't give the option to select project so won't be overly useful to us.  I also don't think a similar feature is there for projects, it appears like the project filter will just filter the tasks that are already showing up on the list. Therefore, I would still like the original request to stand as the team will continue to see the time entry worksheet as the most suitable tool and a simple redesign of it would help greatly.

    Thanks,

    Ashley

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    Wes Kliewer

    Hi Ashley, Are you sure you have the box checked for "Show Project Time Entry input when grouping By Project" in the Group By options? That's a commonly-used setting and it worked in my testing. I can get online with you to test in your own workspace if that's not showing the time entry input for you.

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    Ashley Di Fruscia

    Hi Wes,

    Yes, this is checked off.  What I don't see is a listing of all projects that I put in the filter, this would be the ideal state, to see each of the companies and projects as a separate line the grid.  Currently, I'm not seeing that.  I can enable the companies to each have their own line, but don't see the projects under them.  I'm available to go online, let me know what day/time works well.

    Thanks, Ashley

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