27.4.6. Defining Rules for the timesheets

Rules can be defined to regulate the entries and approvals of timesheets. Rules are a set of predefined conditions and actions. Based on the condition, an error message or a warning is displayed. Rules can be enabled or disabled. You can save the rules for future use and you can group the rules and run the rule group for a single event.

The following conditions are defined in the Timesheets application. You can also use a combination of conditions.

Example:

ConditionsIf a negative time is entered on the timesheet.

ActionsShow the error message error to the user and do not allow timesheet entry

To define rules, Click Rules in the Admin menu bar. The screen displays the existing rules. Click Add Rule, if you want to add new rules. The rule creation process follows a three-step procedure:

27.4.6.1. Combining rules

You can combine rules for managing complex conditions. You can add a rule and add another rule to manage a complex condition. Click on the arrow marks to modify your rule. Click the cross mark to delete the rule. Click Next to set up the error message or warning that will be displayed to the user when these conditions occur.

27.4.6.2. Editing rules

In the Rules display page, click on the icon, to edit the rule. Click on the cross mark to delete rules.

See Also:

Editing Fields to Create Aliases

Setting up the Timesheet Profiles

Setting up Workflow - Routing

Adding Service Items

Configuring Billing Rates

Defining Payroll Categories

Managing User's Timesheets

Allocating Projects to Users

Users