Use the
Cost Entry submodule in the
Finance & Administration module to add jobs and tasks to your timesheets for time entry. Depending on your role in WorkBook, you can also add jobs and tasks to other employees' timesheets for time entry.
Note: To complete this task, you must have access to
Finance & Administration and
Time & Expense as defined in Employee Cross-Company under
Settings.
To add a job and task for time entry:
-
On the main toolbar, Click
Finance & Administration
.
-
In the left pane, click
.
-
On the grid toolbar, click
Show Employee List
and select the employee to whom you want to add a job and task for time entry.
To add a job and task to your own timesheet, select your name from the list. Alternatively, you can add jobs and tasks to your own timesheet in
Time & Expense.
To include inactive employees in the list, click
Show Inactive Employees in List

on the grid toolbar.
-
On the grid toolbar, click
Add New Job or Task
.
Alternatively, you can click
Show More Options

on the grid toolbar and click
Add Job or Task from the drop-down menu, or you can enter the job number, client name, or job name in the
Search Job field on the grid toolbar.
-
In the Add Job to Time Entry dialog box, select the job and task.
-
Click
OK.