Add Default Customer:Project/Job and Service Item on the Time Tracking Form

Some users prefer their employees to enter time daily.  If the account has multiple Customer:Project and Service Items, some employees find it hard to manually look for the project/job from the list.

 

Currently, the ability to automatically set the projects for which the employee has been defined as a resource is tracked per Enhancement 189369.

 

Below is an alternate solution:

1.  The Customer:Project and Service Item needs to be selected manually if it is the first time entered for a project.

2.  Navigate to Transactions > Employees > Track Time, the previous time entry for the project will be displayed at the Time Details tab.

3. Click on the Customer:Project and Service Item listed under the Time Details tab for the previous time entry. 

4. Change the Date and enter the Duration for the next time entry. 

5.  The Customer:Project and Service Item will populate on the current time tracking page.

6.  Save the transaction.