Detail Configuration

This tab is used to increase the level of granularity for what can be entered into an activity-based item type's timesheet. Some organizations have a need to track time at a more granular level. For example, help desk support personnel may spend eight hours responding to issues, but that time may be spread over supporting several applications across different business units.

Adding a timesheet column to an activity-based item

You can increase the level of detail captured in timesheets for activity-based items. Changes to an activity-based item's timesheet will appear in the detail pane of a resource's timesheet.

To add a timesheet column to an activity-based item

From the application toolbar, click Setup, and then select Configuration.
Select the Timesheet Settings tab.
Select the Detail Configuration tab.
Select the item type to which you want to add timesheet columns from the Investment Type drop-down.
Enable the Detail Entry Enabled option.
Move the available columns to the selected columns.
Click Save.

Allowing users to save their timesheets

The Save button on a resource's timesheet is hidden by default. If you want to allow users in your organization to save their timesheet before submitting their timesheet, you have to enable the Save button.

To allow users to save their timesheet

From the application toolbar, click Setup, and then select Configuration.
Select the Timesheet Settings tab.
Select the Approval Policy tab.
Check Allow users to save timesheet data before submitting.
Click Save.

Enabling detailed timesheet entries

You can enable detailed timesheet entries.

To enable detailed timesheet entries

From the application toolbar, click Setup, and then select Configuration.
Select the Timesheet Settings tab.
Select the Detail Configuration tab.
From the Investment Type drop-down, select an item type.
Select Detail Entry Enabled.
Click OK.