Forms

Forms

Use the Administration/Forms option to add, edit, or delete timesheets or specify costsheet properties.

Timesheet Configuration

Use Timesheet Configuration to specify timesheet properties and add/edit charge roles and costs that will display on the timesheet form.

1. Select Timesheet Configuration. By default, all timesheet properties will be checked.

2. Select the timesheet properties:

• Use Approval Workflow determines if timesheets will be sent through an approval workflow or not.
• Timesheets should be added to the Billing table when finalized  determines if timesheets created in the application will be added to the Billing table automatically when approved or finalized.

3. Click Save.

Add a New Charge Role

1. Click .  The Timesheet Configuration window opens.

2. Select a charge role, enter the rate, and select Active.

3. Click Save,

Edit an Existing Charge Role

1. Click the edit icon for the timesheet.

The timesheet configuration window opens.

2. Modify the role, modify the rate, or activate or deactivate the timesheet.

3. Click Save.

Update Costsheet Configuration

The Costsheet Configuration allows authorized users the ability to specify costsheet properties.

Update Costsheet Properties

1. Select Costsheet Configuration. By default, all costsheet properties will be checked.

2. Select the costsheet properties:

• Use Approval Workflow determines if costsheets will be sent through an approval workflow or not.
• Costsheets should be added to the Billing table when finalized  determines if costsheets created in the application will be added to the Billing table automatically when approved or finalized.

3. Click Save.