| Description: |
How does one Auto-Populate Timesheets from Plan Assignments?
Resolution:
In Settings > Time > Options select the AUTO POPULATE FROM PLAN ASSIGNMENTS option.
Data from a project plan will automatically populate a timesheet if all of the following apply:
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A project has the following settings specified in the Projects hub:
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The employee has planned hours that fall within the timesheet period. For example, if an employee has planned hours on Project B from 8/1/2017–8/15/2017 and the timesheet periods are weekly, then timesheets will be populated with Project B data for 7/31/2017–8/6/2017, 8/7/2017– 8/13/2017, and 8/14/2017–8/20/2017.
Important Note:
- When Treat Inactive Projects as Dormant is selected on this tab, only data from active projects/plans are populated on timesheets.
- If an employee who is charging time to a project is removed from that project, timesheet entries for that project are not automatically reversed on the timesheet.
- Timesheets auto-populate with plan data only when an employee opens their own timesheet. Timesheets are not auto-populated when an administrator opens an employee's timesheet.
Knowledge Base Reference Number: KBA #104345
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