Calendar Timesheet Entry
To create a new timesheet entry in Calendar view:
- In the Time (Calendar) tab, select the cell in the calendar grid that represents the entry's date and start time (the start time can be changed later).
- Select New Entry in the toolbar.
- The Calendar Timesheet Entry window is displayed.
The Status field in this screen displays read-only verification of the entry's current validation status. The status is updated once you save the information and it is validated by the system.
In the Time Details region:
- Date - Read only. The date of the timesheet entry.
- Start Time - Either select the clock icon to select the star time from a drop-down list of half hour intervals, or enter an AM/PM value with a colon delimiter, e.g. 13:00.
- If values are entered: 24 Hour values convert to AM/PM values automatically; 12:00 defaults to 12:00 PM; any value with a delimiter other than a colon defaults to 12:00 AM.
- Duration - Enter the duration of the task, either in whole hours or in hours:minutes (note colon delimiter).
- Any value with a delimiter other than a colon defaults to 24:00, i.e. 24 hours.
- End Time - Updated automatically according to the selected (or entered) Start Time and Duration.
In the Task Details region, select the following values:
- Client.
- Job.
- In the Client and Job drop-downs, if you select the uppermost option, <search...>, then the Search window is displayed for you to locate and select the desired Client/Job.
- Stage.
- Charge Account.
- Rate.
- State.
- Details - Either enter any pertinent notes, or select Select from Previous Entries to display the Select from Previous Entries window.
Save, Delete, or Cancel
To save, delete or cancel a new timesheet entry, use the buttons at lower right.
- Save / Save and Close - The application performs validation checks on the values you have entered, before saving them to the Star database.
- If any value fails validation, then the Status field displays Errors. All un-validated fields are displayed in red, and a tool-tip displayed when the cursor rests over the warning icon indicates which value to amend first.
- If all of the values are validated, then the Status field displays Validated and none of the fields display in red. You can then proceed to select Save and Close to close the Calendar Timesheet Entry window.
- Delete - A Confirm Delete dialogue is displayed, requiring you to confirm the deletion of the selected item(s). Select either OK to confirm or No to cancel the deletion.
- Cancel - Closes the Calendar Timesheet Entry window without saving any unsaved edits.
Edit
To edit a timesheet entry, within Calendar view, right-click it and select Edit/View to re-display the Calendar Timesheet Entry window.