Copy All Timesheet Special Categories for an Employee Group

You can copy all timesheet special categories from one employee group to another employee group, or copy all global timesheet special categories from [All Groups] to a specific employee group.

To copy all timesheet special categories for an employee group, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
2. In the Search field on the Timesheet Special Categories form, select one of the following actions:

   Option	Description
   To use the lookup	Click and then select an employee group or select All Groups on the lookup.
   To use Quick Find	In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER.

   The only employee groups available for selection are those groups in the active company for which you have already set up special categories. When you select a group, Vision displays the associated special categories in the grid. If you select all groups, all special timesheet categories display.
3. Click New and select one of the following actions:
   • Click Copy Current Group Categories to copy all timesheet special categories for the currently selected employee group.
   • Click Select Group Categories to Copy to select a different employee group.
   Vision copies all the special categories from the selected employee group.
4. In the Employee Group field, select the employee group to which you are adding the copied timesheet special categories. Vision adds the copied categories to the selected group.
5. To edit a copied category, click the row and then click Edit. Vision opens the Special Categories dialog box, which displays details for the selected category.
6. Edit timesheet special category information for the copied category and then click OK on the dialog box to return to the Timesheet Special Categories form.
7. Click Save.