Time & Material Journal Configuration Intro It is possible to customize the Time & Material Journal lists and screens using the Screen Configurations feature located in the Admin Portal. Screen and Field Definitions For information on the fields contained in the default Time & Material Journal screens and lists, please refer to the following guide: Time & Material Journal Procedure You can customize the Time & Material Journal by completing the following steps: 1.) Download the default screen which you would like to be customize: Note: by clicking on the image, the JSON file will be downloaded to your local computer. Description JSON File The Time Effort tab of the Time & Material Journal screen. The Expense List and Detail tab of the Time & Material Journal screen. The Mileage List and Detail tab of the Time & Material Journal screen. The Material List and Detail tab of the Time & Material Journal screen. The Time Recording & Material Overview List of the Time & Material Journal screen. 2.) Adjust the JSON file based on customization needs. 3.) Go to Admin portal, select the target company for which you wish to apply a screen configuration, and choose the Screen Configurations option from the menu: 4.) Create new screen configuration for one of the following screens: Attention: when editing a screen configuration, the code and object type values must match the following: Time & Material Journal Screen Code Object Type Effort CSTimeEffort TimeEffort Expense CSExpense Expense Mileage CSMileage Mileage Material CSMaterial Material Overview list CSTimeRecordingOverview VisitorReport For example: the Effort screen uses the CSTimeEffort code and TimeEffort object type: 5.) Edit newly created screen configuration: 6.) Copy your customized JSON file content into the Configuration field: 7.) When complete, save the screen configuration. The changes will be applied in Time & Material Journal.