Creating, modifying and deleting timecard templates

This topic guides you on how to create, modify and delete the timecard templates.

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

To create a timecard template

1. Log in to the Portfolio Management application and go to User > Log Timecards. For external entities (Smart IT), go to the edit view of any entity and go to More > Timecard Dashboard.
2. On the Timecard Dashboard console, click Template Administration.
3. On the Manage My Timecard Templates page, click New Template.

4. On the New Timecard Template blade page, enter the values for the following fields: 

   Field Labels	Description
   Template Name	Name of the timecard template.
   Resource Assignment	Specify the resource assignment of the timecard created by using this template.
   Start Time	Start Time of the working day of the timecard created by using this template.
   End Time	End Time of the working day of the timecard created by using this template.
   Hours	Hours worked for the working day of the timecard created by using this template.
   Break (h)	Break hours are taken during the day of the timecard created by using this template.
   Comment	Comments about work done for the da of the timecard created by using this template.

5. Click Save.

To modify a timecard template

1. Log in to the Portfolio Management application and go User > Log Timecards. For external entities (Smart IT), go to the edit view of any entity and go to More > Timecard Dashboard.
2. On the Timecard Dashboard console, click Template Administration.
3. On the Manage My Timecard Templates page, click on Template Name of the template timecard that you want to modify.
4. On Edit Timecard Template blade page, apply changes in the timecard template fields.
5. Click Save.

To delete a timecard template

1. Log in to the Portfolio Management application and go User > Log Timecards. For external entities (Smart IT), go to the edit view of any entity and go to More > Timecard Dashboard.
2. On the Timecard Dashboard console, click Template Administration.
3. On the Manage My Timecard Templates page, select the timecard template that you want to delete and click Delete Template.