SuiteProjects Pro Power-Up Series: Additional Timesheet Data in SuiteProjects Pro
Are you maximizing the data collection potential of your SuiteProjects Pro timesheets module? Watch this Power Up Series video, where we'll explore the various ways to capture additional information through the timesheet process - the #1 place where users interact with SuiteProjects Pro.
Key Takeaways:
- Learn how to streamline notes collection by disabling confusing redundant description/notes fields
- Discover how to require notes on a per project basis for better accountability
- Explore time type options for billable vs. non-billable hour tracking and automated filtering
- Understand service selection capabilities for billing, revenue recognition, and GL integration
- See how payroll type can track location-based hours (on-site vs. remote) for sales tax implications
- Master the hours remaining feature for real-time project tracking and efficiency updates
Frequently Asked Questions
1. Can notes be required on time entries?
Yes, within a project there is an field "Notes Required on Timesheet" that can be used to require notes on a project by project basis.
2. What are the ways time types can be filtered?
There are 2 ways:
1. Time types can be filtered within filter sets to limit time types for users.
2. Enabling the switch "Limit time types by projects", allows time types to be filtered per project. This also moves the Time Type position on the time entry after the project and task.
3. Other than time types, what additional data fields are able to be selected within a timesheet?
Within Timesheets-Other Settings, you can show payroll types, services and job codes.
4. What switches are needed to expose the "Hours remaining" feature on time entries?
1. Enable the "Hours remaining" on tasks estimating feature
2. Input planned hours for each user assigned to a task
5. When requiring additional data within timesheets, is there a way to default the values?
Each of the data fields can be enabled to be defaulted upon creation of the timesheet. The options are within Timesheets - Other settings.
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