Timesheet Layouts and Fields | Online Help | Zoho Projects

Timesheet Layouts & Fields

Zoho Projects supports custom fields and layouts for timesheets. Create your own fields and use them for customizing timesheets as per your business requirements. You can also associate a layout while adding time log.

Benefits

  1. Customize timesheets with layouts
  2. Add custom fields to layouts to capture data
  3. Mark fields as PII (containing Personally Identifiable Information)

Feature Availability

  1. View only - Standard, Express, and Premium plan
  2. Add, edit, delete - Enterprise plan
  3. Navigate to   >  Customization  >  Layouts and Fields  >  Timesheets to create custom fields and layouts for Issues. If you are an admin but unable to access the above path, write to support@zohoprojects.com

Create Layout

  1. Click   in the top navigation panel.
  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. In Layout Permissions, select the user profiles who can access the project layout.
  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 panel.
  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 panel.
  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 panel.
  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).
    1. 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.
  6. You can also add new or existing custom fields to your section.
  7. Click Save Layout.

Delete Section

  1. Click   in the top navigation panel.
  2. Navigate to Customization > Layouts and Fields > Timesheet.
  3. Click on a layout.
  4. Hover over the section and click .
  5. The  will be visible only when all the custom fields inside the section are removed. We recommend you to remove the custom fields first and then delete the section.
  6. 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 tool-tip 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.
You can create the following custom fields:

Field Type
Description
Single-Line text
Add one line of text. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Multi-Line text
Add multiple lines of text. Hit Enter to key in more information. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Pick List
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.
User Pick List
Use this field when you need to store usernames.
Date
Store dates in this field.
Date & Time
Store date and time in this field.
Checkbox
Create checkbox type fields.
Currency
Store currency value in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Percentage
Enter percentage value in this field.
Number
Store numbers in this field. A number can have a maximum of 19 digits. Number fields can be marked as containing Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Decimal
Store decimal numbers in this field. A number can have a maximum of 14 digits before the decimal point. Decimal fields can be marked as containing Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
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.
Email
Store email addresses in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Phone
Store contact numbers in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
URL
Store URLs or links in this field. This field can be marked as Personally Identifiable Information (PII). If you select Encrypt Field, the data will be encrypted at the back-end.
Create a  lookup field to use the task/bug fields directly in the timesheet.


Default Billing Type

Set the default billing type for log entries from the Timesheet Information section.
  1. Click   in the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Timesheet.
  3. Hover over Billing Type field and click the pencil icon .
  4. Select the default value and then click Apply Changes.
  5. Click Save Layout.

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 be reflected in all the projects.
  6. Click Save Changes.

Reorder 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 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 Field Order.

Remove 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 dissociate.
  4. Click  .
  5. Confirm your action.
  1. Removing a project custom field will not permanently delete it from the database.
  2. 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.

See Also

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