Copy Projects From Timesheet (Project Level)

Description

This action is launched from "Personal" -> "Expense Sheets" and copies projects (at bill term level) from a time sheet to an expense sheet for the selected period. To add this action to expense sheets, click on the "Modules/Applets" tab in "Utilities" -> "Custom Reports" and select "Expense Sheets" and change the "Type" drop down to "Toolbar".

NOTE: The time sheet must be in a state of "Saved" or "Submitted" for the projects to be copied to the Expense Sheet.

Prompt

General