Adding Tasks Directly to a Time Sheet

Time Management displays only the tasks (and summary tasks) that do both of the following:

  • Track time at the task (or a specific summary task) level

  • Allow you to log time against them

Tasks to which you are directly assigned (or their parent summary tasks or projects, depending on how the project tracks time) are displayed in the Suggested Items list. See Using the Suggested Items List.

Also, if a project has a work plan, if it tracks time at the project level, and if you are allowed to log time for it, the task filter displays the project's top-level summary task if it meets your other filter criteria.

To add tasks to the time sheet:

  1. If you have not already done so, on the time sheet, click Add Items and then click Add Task.

    The Add Tasks to Time Sheet window opens.

  2. Complete the filter fields as described in the following table:

    Field Name (*Required)

    Description

    Task Filters section

    Task Name Contains

    Limits the list of tasks to those with names that include the string you specify.

    *Project

    Using the autocomplete, limits the list of tasks to those in projects that have all of the following:

    • Project names that start with the characters you specify

    • Project managers whose first names start with the characters you specify

    • Project managers whose last names start with the characters you specify

    The project must have a work plan, and the user must be allowed to log time against the project or its tasks.

    Note: Closed projects are also included in the list. However, you are still unable to log time against tasks of closed projects.

    Task Type

    Limits the list to only projects, only tasks, only summary tasks, or both tasks and summary tasks.

    Project Assigned Resource

    Limits the list of tasks to those with the assigned resource you specify.

    Task Status

    Limits the list to tasks of a particular status.

    Scheduled Start From

    Limits the list of tasks to those that start on the date you specify or later.

    Scheduled Start To

    Limits the list of tasks to those that start on the date you specify or earlier.

    Scheduled Finish From

    Limits the list of tasks to those that finish on the date you specify or later.

    Scheduled Finish To

    Limits the list of tasks to those that finish on the date you specify or earlier.

    General Filters section

    Modified in Last x days

    Limits the list of tasks to those that were modified within the number of days you specify.

    Created in Last x days

    Limits the list of tasks to those that were created within the number of days you specify.

    Include Closed

    Option to include tasks that are complete and whose projects still allow time to be logged.

  3. Click Search.

    The tasks that meet your filter criteria are listed.

    Note: If you click Modify Search on the search results page, you will find the previously provided search criteria are wiped out. You may have to complete the filter fields again.

    This issue only occurs when you use Firefox.

  4. You can display the tasks in a List view or a Hierarchical view. The List view lists the tasks that met your filter criteria. You can click a column name to sort the items in ascending or descending alphabetical order by Task Name, Project Path, or Project Name. The Hierarchical view displays the same set of tasks, but it organizes them by task sequence as they are displayed in project's work plan.

    Click the available link in List | Hierarchical view if you want to change the view. If you leave the Adding Tasks to Time Sheet page when it is in the hierarchical view, and reopen it after some while without logging out, the page will be immediately switched to the hierarchical view from the list view.

    Note: Both the List view and the Hierarchical view display at most 500 tasks.

  5. Select the check boxes for the tasks you want to add to the time sheet, and click Add to add them.

    The time sheet with the added tasks is displayed again.