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.