Why can't I View my Tasks while Creating Timesheet from Project?

Updated on July 3, 2017 01:51am by Admin

You can view your project tasks. While creating a time sheet, if you overcome these three steps:

Step 1: Tasks should be billable.

  1. Create a new project and create tasks.
  2. Make sure to mark tasks as billable.

    task information

Step 2: Tasks should be assigned to you.

Step 3: Select appropriate project period and customer.

  1. Log in and access Timesheets App from your universal navigation menu bar.

    timesheets app
  2. Configure settings to create a timesheet with a single project.
  3. Click on “Create Timesheet” button, select “From Project” from the left navigation panel.
  4. Fill in the following information:
    • Customer – Search and select your existing customer. If you select a customer, you can view the projects associated with that customer only.
    • Start date and End date – Select Start date and End date from date picker. This interval should match with project tasks duration.

      timesheet 1
    • Period – Duration of the project. You can customize "Timesheet Periods" as "Standard or Pre-defined periods".
    • Approver – Name of the approver of timesheet. Here “Project Manager” will be pre populated. Project – You can view a list of projects associated with the selected customer.
    • Task – Tasks associated with the project. (Note: You can view only billable tasks).
      timesheet 2

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