Use Lookups to Enter Timesheet Data
You can access Project, Phase, Task, Labor Code, and Labor Category lookups in the Navigator Timesheet application. These lookups make entering timesheet data faster and easier.
Lookups are available wherever you see
. The data field in which the icon appears determines which lookup opens when you select the icon. For example, if you are in the Task field and click the lookup button, the Task Lookup opens.
If you open a lookup dialog box but no records display, either Vision does not have
Automatically retrieve records when opening lookups selected on the General tab of Vision's
, or there are no active records that you have access to. To retrieve records, click on the
button shown on the lookup dialog.
After you open a lookup, you can use the
Search field to search the list of records in the lookup. After you enter the desired text in this field, click the
button to locate the matching results. If you need to further refine the list of records, you can also use the Sort
option to sort the lookup results by Name or
Number.
- Open a Lookup in a Timesheet Field
You can access lookups in the Timesheet application to make it easier to enter timesheet data. Lookups are available wherever you see a. A Sort drop-down list displays at the bottom of the lookup dialog. You can sort the list by Name or Number. If the dialog contains multiple lists, the Sort feature only applies to the list on the left.
- Use the Timesheet Lookup Search
The Project, Phase, Task, Labor Category lookup dialog boxes contain Search fields that let you access records by entering part of a valid entry, such as a Project name or number.