Timesheet-Manage Favorites

Use the Manage Favorites screen to easily manage your timesheet charge favorites on a mobile device.

To display this screen, tap on the Timesheet screen, and then tap Manage Favorites.

You can perform the following actions on the Timesheet–Manage Favorites screen:
  • Load work percentage if your timesheet is generated to use the Generate Exception-Based Timesheets feature.
  • Set to load the timesheet charge into your timesheet automatically when you open a new timesheet.
  • Set the timesheet charge as a favorite charge either for a holiday or vacation time.
  • Delete a favorite timesheet charge by swiping the row either to the left or right and then tapping the delete icon.

Each timesheet charge entry contains the following fields:

Field Description
% (Work Percentage)

If your timesheet is generated to use the Generate Exception-Based Timesheets feature, % for work percentage displays next to the timesheet charge. Enter a work percentage for each favorite, and the percentages for all favorites must total 100%. Enter the percentages as whole numbers, 0 to 100.

Note: This field displays only if you are using Costpoint 8.2 or later and the Generate Exception-Based Timesheets option in Time & Expense > Time > Time Controls > Timesheet Classes in Costpoint Time & Expense is selected.
Load

Tap the button to set it to On and automatically load the timesheet charge into your timesheet when you open a new timesheet.

Holiday

This field displays if your timesheet is set up to automatically enter holiday hours when it loads favorites.

Tap the button to set it to On and set the timesheet charge as favorite for a holiday time.

Note: This field displays if the Populate Scheduled Leave on Timesheet Open option in Time & Expense > Time > Time Controls > Timesheet Classes in Costpoint Time & Expense is selected.
Vacation

This field displays if your timesheet is set up to automatically enter scheduled vacation hours when it loads favorites.

Tap the button to set it to On and set the timesheet charge as favorite for a vacation time.

Note: This field displays if the Populate Scheduled Leave on Timesheet Open option in Time & Expense > Time > Time Controls > Timesheet Classes in Costpoint Time & Expense is selected.
Comment (Text Field) Tap the text field to add a comment to the favorite charge. If the favorite charge is added to a timesheet line, the same comment also displays in the Charge Comments field of the timesheet line charge.
Note: This field displays only if you are using Costpoint 8.2 or later.
Note: Some fields on this screen display only if you are using Costpoint 8.2 or later. To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.

To save the changes you made on this screen to the Costpoint Time & Expense server, tap Save.

Attention: For additional information, see "Charge Tree Lookup Dialog Box" in the Deltek Time & Expense Help System under Time » Timesheets » Areas of the Timesheet Screen » Timesheet Subtasks.