Managing my timecard templates console

Timecard Templates can be managed from the Manage My Timecard Templates page.

Users creates Timecard Templates to make the timecard creation process more streamlined. For example: if you have a timecard that you submit every week, you create a template out of that timecard and use that template every time you create that timecard.

The page is accessible by Resource contributors, Resource Managers, and Resource Masters.

To access to Manage My Timecard Templates, log in to the Agility Suite application and go User > Log Timecards, on the Timecard Dashboard page click Template Administration.

The following figure shows the options once you access 'Manage My Timecard Templates' page.

The following table describes the Timecard Template Console UI elements:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in Fusion Agility Suite: Dashboard: The dashboard is visible to resource contributors, resource managers, and resource masters. It consists of two buttons through which a user can log his/her timecards and add his/her qualifications. Workspace menu: displays the available workspaces. Ideas, Demands, Projects, Project Tasks, Resource Requests and Resource Assignments. Each workspace displays a list of ideas, demands, projects, projects tasks, resource requests and resource assignments created. Create menu: displays options to create a new Idea, Demand, Project, Portfolio and Resource Request. Portfolios: displays a list of Portfolios created. Resources menu: displays available lists and consoles related to Resource Management. Resource Qualifications, the console of Timecard Approvals, Resource Timecards and Resource Availability.
		Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.
		The menu displays the following user options: My Qualifications: access My Qualifications where users can relate and manage qualifications. Log Timecards: access the Timecard Dashboards console where users can enter a new timecard. My Preferences: enter the preferred language of the user. Sign Out: log out.
		Shows the configuration settings in Fusion Agility Suite, Administering.
		Reports: Click to launch the Reporting dashboard and access reports. For more information, refer to Viewing Reports
2	Workspace	List of timecards templates.
3	Template Name	Open a timecard template.
4	Functions	New Template: click to create a new timecard template. Delete Template: click to delete a timecard template selected on workspace. See Creating-modifying-and-deleting-timecard-templates.
5	Search grid	Search for timecard templates by entering the keywords or name of template.
6		Filter the listed records by entering or selecting values. For example, you want to view timecard templates that are in 'Active' status. To view these records, in the Filter list, select Active from the Status field and click Apply. You can use preset filters that are readily available to narrow down your search. Preset filters are filters that are available out of the box. Learn more about creating filters in Defining filter presets to search records.
7		Modify the visible columns in the workspace.

Managing my timecard templates console

On this page