Actions

This section shows the actions available in the Favorites workspace.

Top Tab

Field Description
Copy from Other Employee When you select this action, favorites from the employee that you specify in the Copy Favorites dialog are copied to the sub-tab in this window. To be copied, a favorite must meet the following requirements:
  • It must be valid in this window.
  • It must not be blocked.
  • The current employee must have access to the job on the favorite.

Favorites that do not meet the requirements will be skipped.

This is useful for, for example, quickly setting up a list of applicable favorites for a new employee.

Create from Time Sheets When you select this action, a favorite is created for each (daily) time sheet line for the last four weeks on which the field “Keep Line” has been marked. The favorite will take the job dimensions (job, activity, and task) from the time sheet line, and it will be automatically named as a combination of these job dimensions. If a favorite with the same combination of job dimensions already exists, the new favorite will not be created.