Feature Availability:

1. View only - Standard, Express, and Premium plan
   
2. Add, edit, delete - Enterprise plan
   

Create Layout

1. Click   in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click Create Layout in the upper-right corner.
   
4. Select a base layout that you want to build (clone) your new layout on. If you have not created any layouts, the standard layout will be listed in the drop-down.
   
5. Enter a Layout Name.
   
6. Select the user profiles who can access the project layout in Layout Permissions field.
   
7. Click Create.
   

Associate Layout With a Project

1. Click in the top navigation panel.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click + to the right of the selected layout.
   
4. Select an existing project from the drop-down to associate.
   
5. Confirm your action.
   
6. Click Associate.
   

View or Edit Layout

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. In the Layouts section, you can view the list of project layouts that have been created already.
   
1. The layouts that are listed can neither be deleted or reordered.
   
2. You can associate a layout with any existing project.
   
4. Click the layout you want to edit, do the necessary changes, and click Save Layout.
   

Delete Layout

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click the Layouts section.
   
4. Hover over a layout that you would like to delete and click the trash icon .
   
5. Confirm your action.
   

Create or Edit Section

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click a layout to add a section.
   
4. Drag and drop the + Add Section component from the left tray to the layout editor (main panel). Initially, the sections will be named "Timesheet information", "Untitled Section 1", "Untitled Section 2" and so on as you keep adding new sections in the layout editor.
   
5. Hover over the section name and edit it. You can also add new or existing custom fields to your section.
   
6. Click Save Layout.
   

Delete Section

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click on a layout.
   
4. Hover over the section and click .The icon will be visible only when all the custom fields inside the section are removed. We recommend you to remove the custom fields and then delete the section.
   
5. Confirm your action.
   

Create Custom Field

1. Click in the upper-right corner of the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Click a layout to add a custom field.
   
4. Drag and drop a field type from the New Fields tray into the layout editor (main panel).
   
5. Set a Default Value if necessary.
   
6. Select Mandatory checkbox if you want the field to be filled compulsorily.
   
7. Select Insert Tooltip checkbox if you want to set tooltip information for the field.
   
8. Click Add to Layout to include the field in the layout. When you Cancel, the field is not stored anywhere.
   

1. Single-Line text field: Add one line of text.
   
2. Multi-Line text field: Add multiple lines of text. Hit Enter to key in more information.
   
3. Pick-List field: Create your own drop-down using a pick list. Set values and wrap them under a pick list as per your business needs. Enter valid data in the editable text area and click Add Value.
   
4. User Pick-List field: Use this field when you need to store usernames.
   
5. Date: Store dates in this field.
   
6. Date & Time: Store date and time in this field.
   
7. Checkbox: Create checkbox type fields.
   
8. Currency: Store currency value in this field.
   
9. Percentage: Enter percentage value in this field.
   
10. Number: Store numbers in this field. A number can have a maximum of 19 digits.
    
11. Decimal: Store decimal numbers in this field. A number can have a maximum of 14 digits before the decimal point.
    
12. Formula: Formula field will automatically calculate and derives its value by referring to the value of the specified fields or the numeric, text, or date values given in the formula.
    
13. Email: Store email addresses in this field.
    
14. Phone: Store contact numbers in this field.
    
15. URL: Store URLs or links in this field.
    

Single-Line text, Multi-Line text, Currency, Number, Decimal, Email, Phone, and URL fields can be marked as PII (Personally Identifiable Information). If you select the Encrypt Field option while creating the custom field, the data will be encrypted at the backend.

Edit Custom Field

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Open the layout editor and hover over the custom field you would like to edit.
   
4. Click the pencil icon .
   
5. Edit the field properties except the field name. You can change the field name also, but the new name will reflect in all the associated projects.
   
6. Click Save Changes.
   

Reorder Custom Field

1. Click in the top navigation band.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Open the layout editor and hover over the custom field you would like to reorder.
   
4. Drag and swap with another field in the editor. You can reorder the fields as many times as you want until you get the desired order.
   
5. Click Save Layout.
   

Remove Custom Field

1. Click in the top navigation panel.
   
2. Navigate to Customization > Layouts and Fields > Timesheet.
   
3. Open the layout editor and hover over the custom field you would like to dissociate.
   
4. Click .
   
5. Confirm your action.
   

Removing a project custom field will not delete it permanently. The custom field will be moved to the Available Fields tray and it can be reused anytime later from this tray.

Delete custom field

1. Click   in the top navigation panel.
   
2. Navigate to Customization > Layouts and Fields > Timesheet > Fields.
   
3. Hover over the field you would like to delete.
   
4. Click . The data stored in the field will be lost
   
5. Confirm your action.
   

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