Favorites

Favorites is a personalized collection of task assignments useful for those who work on the same assignments each week and who want a quick method to add these favorites to the timesheet grid.

 

This topic describes how to (1) add assignments to your favorites, how to (2) manually add your favorite assignments to the timesheet grid and how to (3) remove assignments from your favorites.

To add assignments to favorites:

  1. Click the Assignments tab.

  2. In the assignments tree, check only those items you want to add to your favorites. You can add more assignments to your favorites at any time.

  3. Click the Add to Favorites button.

    Now when you begin a new week, you'll have the option to automatically have all your favorites added to the timesheet grid.

  4. (Optional) Click the Favorites tab to review the favorites.

How to manually add your favorites to the timesheet grid:

  1. Click the Favorites tab.

  2. Check the items to add to the timesheet grid, or right click and choose Select All.

  3. Click Add to Timesheet button to add your favorites to the timesheet grid.

    The task assignments added to the timesheet grid are temporarily highlighted in green.

 

Notes:

  • There is a limit to the number of task assignments that employees can add to their Favorites (and to their weekly timesheet grid). By default, this limit is 100 task assignments. This limit can be modified by your manager or system administrator.

  • If you have all the assignments for a given project already added to your favorites and your manager creates a new assignment for this project, this new assignment will not be automatically added to your favorites.

  • Some assignments selected as favorites may not automatically be added to the timesheet grid. This occurs when a project/task status has been changed or when a task is not scheduled to be worked on. A warning message is displayed when this occurs.

 

Tips:

  • To have your Favorites automatically added to each new week, review the "Default sheet for new week" setting in the Options tab.

  • Use the Right click function for quick access to some functions in the assignment tree.

  • Use the Find function to quickly find a specific client, project, task group or task in the assignment tree.

 

How to remove assignments from your favorites:

  1. Click the Favorites tab.

  2. Check those items you want to remove from your favorites.

  3. Click the Remove Favorites button.