How Time Cards Display in the Time Sheet Portal
It is "time" to tackle the mystery of Time Cards displaying in the Time Sheet Portal...
It is always recommend to have users enter time via the Time Sheet Portal, and not the native UI, as the Time Sheet Portal associates Time Cards to tasks.
What task types display in the Time Sheet Portal, OOTB?
- All your assigned incidents, problems, or change requests that are active.
- All your assigned incidents, problems, or change requests that are closed in the selected week.
- All tasks for which you are hard-allocated during the selected week.
- All your assigned projects or project tasks that are active during the selected week. Project or project tasks are derived from the following conditions:
- A project or project task that has started and its actual start date is before the end of the selected week.
- A project or project task has closed and its actual end date is after the week has begun.
- When there are no actual dates for a project, planned dates of the project must occur within the selected week.
- A project or project task that has started and its actual start date is before the end of the selected week.
- All active stories assigned to you.
- All active scrum tasks assigned to you or closed in the selected week.
- All active test plans assigned to you.
- All active defect and enhancements assigned to you or closed in the selected week.
Note: If the Customer Service Management plugin (com.sn_customerservice) is activated, your assigned tasks that are active and closed in the selected week are also derived from the following tables:
* Case [sn_customerservice_case]
* Work Order [wm_order]
* Work Order Task [wm_task]
When do Project and Project Task Time Cards display in the Time Sheet Portal?
Note: There is a preference on the Project, Allow time card reporting on, that will drive when Project and Project Task Time Cards display for users (e.g., Project Only, Project Task Only).
- When there is a Resource Plan for the user
- When the user is in the Assigned to or Additional Assignee field of a Project Task (until the task is closed)
When do Demandand Demand Task Time Cards display for users?
- Demand Time Cards will display when there is a Resource Plan for the user
- Demand Task Time Cards will display when the user is in the Assigned To field of a Demand Task (until the task is closed)
How do Time Cards show up in the Other tab?
- The Other tab displays Time Cards to log time for operational work, such as administration, meeting, and KTLO
- To add cards to the Other tab you edit the values of the Category field on the Time Card
Let me know if this helps, Rae Ann
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