Pinned Entries

If you must enter time against a particular Client or Job on multiple timesheets, you can create a line with the relevant details entered, and then 'pin' it, so that it will be displayed automatically in subsequent timesheets.

To pin an entry, select the pin icon in the second column.

The icon's orientation changes from horizontal, denoting unpinned, to vertical, denoting pinned.

Unpinned unpinned icon
Pinned Pinned icon

Pinned entries are always pinned to the first day in the timesheet period.

The status of each pinned entry is automatically set as Proposed.

Pinned/Proposed entries are always generated with default time values of 0.00 (zero hours). They will be replicated as a Pinned/Proposed lines with zero hours in all subsequent timesheets, for use as required.

Timesheets can be processed with Pinned/Proposed entries unused, so there is no need to complete them, nor to unpin or delete them unless they are no longer required in future timesheets.

A valid Pinned/Proposed entry must include a Client. All other values are all optional.

Once time has been entered on a Pinned/Proposed entry, and the line has been saved, then its Status changes to Incomplete. It remains a Pinned entry, but it can be re-saved, validated and submitted just like any other line.

There is no need to delete or unpin any unused Pinned/Proposed entries before submitting a timesheet.

Lines are not generated for Pinned entries if the timesheet is Submitted and Approved under Timesheet Control, nor if last day in the timesheet is prior to the last Lockdown date. Neither will a new line be created for any saved line originally generated from a Pinned entry.

If a submitted timesheet is recalled, any lines that were originally Pinned/Proposed are restored.

If an Incomplete or Validated line that was created from a Pinned entry is deleted, then the Pinned/Proposed line is restored.

Unpinning

Unpinning is required only when lines are no longer needed as Pinned/Proposed entries in future timesheets.

Pinned entries can be unpinned simply by selecting on the pin icon in the second column. The icon reverts to a horizontal orientation denoting unpinned.

Pinned entries can be unpinned in any timesheet; there is no need to go back to the timesheet in which the line was originally Pinned.