New UX Timesheet Population Matrix for PPM

Document ID : KB000124238
Last Modified Date : 11/01/2019
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Introduction:
Would it be possible to receive a matrix for the following scenarios and how the tool functions in those situations? 

Add Assigned Tasks, Copy Previous Timesheets, Copy Previous Timesheet and 
hours 
  • ETC / No ETC 
  • Within Start/Finish / not within Start/Finish 
  • Working day / Non working day 
  • Project open for time entry / Projects not open for time entry 
  • Tasks open for time entry / Tasks not open for time entry 
  • Other Work
Instructions:
See the below Matrix for high level information on the various scenarios. For more detailed information on each scenario, click on the link to the KB under the KB column. 
 

KB

Scenario

Add Assigned Tasks

Copy Previous Timesheets
(Without hours)

Copy Previous Timesheet (WITH hours)

KB000124358

Tasks with no ETC, tasks that have ETCs (non zero ETC), tasks with Pending ETCs

If there is ETC on the task, the task is added to the timesheet if the task assignment dates fall under one of the below criteria (See KB: KB000124237):

  • The Populate Time Range set in Administration->System Options

  •  Any time periods that occur after the assignment finish date.

If there is no ETC on the task, the task is added if it falls within the Populate Time Range set in Administration->Timesheet Options

If Pending ETC is 0, the task will not be automatically added. See KB KB000117397.

The behavior would be the same for all ETC Scenarios.
The task will copy over even if the time period of the timesheet is not within the Populate Time Range set in Administration->Timesheet Options.

The behavior would be the same for all ETC Scenarios. The task and hours will copy over even if the time period of the timesheet is not within the Populate Time Range set in Administration->Timesheet Options. (Hours copy over providing that the day the hours are copied from or to are NOT Non working days)

KB000124319

Start/Finish Dates of Task Assignments

The task will still show up even if the time period is not within the assignment start/finish dates if the task assignment dates falls within the system timesheet population window set in PPM in Administration ->Timesheet Options. (Whether ETC on the task is 0 or not). The application also shows tasks with non-zero remaining ETC in time periods that occur after the assignment finish date

If the task was on the prior timesheet, the task will get added using this feature.

If the task was on the prior timesheet, the task and it’s hours will get added using this feature (providing the day being copied from or to is not a non working day).

KB000124318

Working day / Non working day

The task behavior is the same for Non Working Days versus Working days.

The task behavior is the same for Non Working Days versus Working days.

Hours are not copied over for non working days. See KB KB000124318 for more details.

KB000124316

Project open for time entry setting

The task will not get added unless the project is open for time entry. 
 

The task will not get added unless the project is open for time entry. 
 

The task will not get added unless the project is open for time entry. 

KB000124313

Tasks open for time entry setting

The task will not get added unless the task is open for time entry.

The task is added when the timesheet is created using this feature.

The task and previous hours enter are populated using this feature. (Providing the Task being copied from or To is not a Non Working day

KB000117344

Other Work 

All other work tasks the resource is allocated to during the current time period would copy over.

By design, only other work items on the previous timesheet should copy over. See KB000124283 for more details on a defect that may cause unexpected Other Work items to also be populated.

By design, only other work items on the previous timesheet should copy over.

See KB000124283 for more details on a defect that may cause unexpected Other Work items to also be populated.

KB000102949 

Time periods that vary (example, one week the time period starts on Monday the next one it starts on Wednesday)

n/a

n/a

The copy hours from previous timesheet doesn't look at the day of the week but looks at the cell / column order. 

Additional Information:
  • See KB000124316 - What impact does the Project setting Open for Time Entry have for Timesheet Population in the New UX?
  • See KB000124313 - What impact does the Task setting Open for Time Entry have for Timesheet Population in the PPM New UX?
  • See KB000124318 - How do Non Working days behave in Timesheet Population in the PPM New UX?
  • See KB000124319 - How do Task / Assignment Start / Finish dates impact Timesheet Population in the PPM New UX?
  • See KB000124358 - How do ETCs/Pending ETCs impact timesheet population in the PPM New UX?
  • See KB000117344 - New UX: What is the behavior for Other Work in New UX PPM Timesheet Population?
  • See KB000117397 - New UX Timesheets Add Assignment feature adding tasks even if not within date range in PPM