How to Create, Edit, and Delete Time Card Activities and Account Numbers

Time Card Activities let you capture information on time cards about tasks or activities that are not being performed for a particular project or that are performed for a project but are not being tracked within the project as formal Tasks.

Time Card Account Numbers let you track the client, department, or organization on whose behalf those tasks were performed.

Only workgroup managers can create time card activities and account numbers.

To create a time card activity or account number:

  1. Click the Admin tab, then click the My Group sub-tab.
  2. Click Time Card in the Collaboration Options section.
  3. Select Time Card Activity or Time Card Account Number from the drop-down list.
  4. Enter a label and a code for the new item.
  5. Click Add.

To edit a time card activity or account number:

  1. Click the Admin tab, then click the My Group sub-tab.
  2. Click Time Card in the Collaboration Options section.
  3. Select Time Card Activity or Time Card Account Number from the drop-down list.
  4. Edit the appropriate label and/or code.
  5. Click Update.

To delete a time card activity or account number:

  1. Click the Admin tab, then click the My Group sub-tab.
  2. Click Time Card in the Collaboration Options section.
  3. Select Time Card Activity or Time Card Account Number from the drop-down list.
  4. Click the Delete icon next to the item you want to delete.
  5. Click OK to confirm the deletion.

 

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