How To: Copy Timecards

Copy Timecards is an additional option for resources to create a new Timecard. Copy Timecard is activated per resource and can be used from the Timecard.

1. Set the Allow Copy Timecard option.

   1. Type Resources in the Search box and select Departments/Resource Planning/Resources/Resources.
   2. Select the resource card for the resource you want to update and click Edit to open the resource card.
   3. Select the Time Registration tab and locate the Allow Copy Timecard.
   4. Place a check mark in the check box if you want the resource to be able to copy a Timecard from a previous one.

2. Copy a Timecard.

   1. Type Timecards in the Search box and select Departments/Resource Planning/Time Registration/Timecards to open the Timecard list.

   2. Select a Timecard and click Edit to open or use the Create wizard to create a new Timecard.

   3. For those resources where Allow Copy Timecard is on the Get Timecard Lines to Copy option is available.

   4. Click to open the selection list, the Timecards listed will meet the following criteria:

      • The list will only show Timecards with lines that can be copied to the new Timecard.
      • The combination of Resource Task and Work Type must be unique.
      • The resource task must be valid for status and data range.

   5. Click OK to copy the lines from the selected Timecard to the target Timecard.
      Note that the nr. of hours per day are not copied and still must be specified in the target Timecard.

See also

• Design Detail: Batch Update Resource Assignments

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