Creating timecards

This topic guides you on how to create a new Timecard. For a quick introduction and lifecycle of Resource Management, you can refer to Resource Management Overview.

These operations can be performed by Resource Contributors, Resource Managers, and Resource Masters.

To create a new timecard

1. A timecard can be created from two sources:
   1. Log in to the Portfolio Management application and go to User > Log Timecards and click New.
   2. Log in to the  Smart IT application and access an incident/ task/ work order/ change request. On the details page of the record, go to Timecard Dashboard and click New. 

2. On the Log Timecard page, enter the valid details for the following fields:

   Field Labels	Description
   Date (Single Create)	Date of the timecard.
   Template	Timecards can also be created via a template, you can choose a template from the dropdown. See Managing-my-timecard-templates-console.
   Resource Assignment	Timecard to be associated with the resource assignment entered here. To associate a resource assignment: Click the associate button next to the resource assignment field. This button will be enabled only if a date is entered in the date field. This opens a blade that lists all the resource assignments that are assigned to the user and can be used on the date entered in the date field of the timecard.  This means that the date on the timecard should be within the start and the end dates of the resource assignment.
   Start Time	Start Time of the working day. This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   End Time	End Time of the working day. This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   Hours	Hours worked for the working day.  The "Hours" field can be calculated automatically by entering the start and the end time fields and clicking on the "Calculate Hours" button. The "Calculate Hours" button calculates and pre-fills the "Hours" field but the "hours" field can still be modified by the user.
   Break (h)	Break hours are taken during the day. This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   Comment	Comments about work done for the day

3. Click Save to create a new timecard in Draft status.

There is the possibility which allows a user to create several timecards within a certain timeframe at once. All new timecards will have the assignment and the number of hours provided on creation. The system identifies the working days of the user based on the Allocated Working Hours and does not create timecards for non-working days, like weekends.

To create multiple timecards

1. Multiple timecards can be created from two sources: Portfolio Management application and Smart IT:
   1. Log in to the Portfolio Management application and go User > Log Timecards and click Create Multiple Timecards.
   2. Log in to the Smart IT application and access an incident/ task/ work order/ change request. On the details page of the record, go to Timecard Dashboard and click Create Multiple Timecards.

2. On the Log Timecard page, enter the valid details for the following fields: 

   Field Labels	Description
   Start Date	Date from where you want to start creating timecards.
   End Date	Date when you want to stop creating timecards.
   Template	Timecards can also be created via a template, you can choose a template from the dropdown.
   Resource Assignment	Timecard will be associated with the resource assignment entered here. To associate a resource assignment: Click the associate button next to the resource assignment field. This button is enabled only if a date is entered in the date field. This opens a blade that lists all the resource assignments that are assigned to the user and can be used on the date entered in the date field of the timecard.  This means that the date on the timecard should be within the start and the end dates of the resource assignment.
   Start Time	Start Time of the working day.  This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   End Time	End Time of the working day.  This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   Hours	Hours worked for the working day.  The "Hours" field can be calculated automatically by entering the start and the end time fields and clicking on the "Calculate Hours" button. The "Calculate Hours" button calculates and pre-fills the "Hours" field but the "hours" field can still be modified by the user.
   Break (h)	Break hours are taken during the day.  This field is optional and can be configured to be hidden or displayed, please refer to Timecard General Configurations for the same.
   Comment	Comments about work done for the day

3. Click Save to create new timecards in Draft status.