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 "Time Log 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.
   

Default Billing Type

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. 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.