Enter a Project, Phase, and Task for a Timesheet

To enter a project for a timesheet, select it in the Project/Phase/Task Lookup dialog box. If required, you also select a phase and a task when you select a project.

To enter a project:

1. In the Navigation pane, go to the My Stuff section and select Timesheet.
2. If the timesheet displayed is not the one that you want, use the search field to search for and select the one that you want to update.
3. In the Project column (or Project Name column, if the Project column is not displayed), do either of the following:
   • Enter one or more characters from the project number or short or long name to display a list of projects that contain those characters in the Project/Phase/Task Lookup dialog box.
   • Click to display a list of all available projects in the Project/Phase/Task Lookup dialog box.
4. If the project you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the project is visible.
   • In the search field above the grid, enter one or more characters from the project number or short or long name to display only projects that contain those characters.
   • Click the column label for the Project column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the Name column to sort based on project names.
5. When you locate the project that you want, click it to select it.
6. If phases exist for the project, select a phase in the list of phases.
7. If tasks exist for the phase, select a task in the list of tasks.
8. Click Select to enter the project, phase, and task in the timesheet or expense record. If you select a project, task, or phase for which you have not been budgeted, a pop-up dialog displays where you can choose whether or not to keep your selection.