Searching In Timesheet 5.5

Timesheet provides a search function for Users, Projects, Tasks, Pay Types, Bill Types, Expense Codes, Sources, Currencies, Reasons, Vehicles and Measurements to help you find the specific item you are looking for when you need to locate one of these. This portion of the documentation describes the actual search process as well as an overview of how to change the search screens to help you refine your searches.

Searching For Users

The User Search Screen is accessed from multiple places in Timesheet, including the main User Entry And Modification Screen, the Assign Approval Template to Users Screen and several other screens.

This screen allows you to search for Users using several different, additive methods. The default options include:

Project
This option allows you to search for Users based on the Projects they have the ability to log time, mileage and expenses against, due to Group affiliation. You may select one or more Projects from this column and Timesheet will search for Users who can log entries against those Project(s). To select more than one Project from this column, CTRL-click each Project individually.
Group
This option allows you to search for Users based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Users who are members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
User Name
This option allows you to search for Users whose full name contains the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a complete name. Therefore, if you are searching for a User whose full name is John Stewart and you enter "Ste," Timesheet will return any Users whose full name contains the letters "ste" in any part of their name. If, however, you search for "Stewart" Timesheet will return only those users whose full name contains "Stewart." Finally, if you search for "John Stewart" Timesheet will return only those Users whose full name is "John Stewart."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the John Stewart in the previous example was also a member of the Group "Green Team" you could choose to search for "Green Team" Group members and include "Stewart" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Users and will then return you to the screen where you began your search with the results of the search replacing the standard User list. In this fashion, Timesheet allows you to limit the list of Users to only those who meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the User Search Screen to search again as needed.

The User Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the User Search Screen is outlined below. Only Timesheet Administrators can modify the User search criteria.

User Search Setup

The User search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the User Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available User search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the User Search Screen and deselected options do not.

The list of available search options includes the default search options, Project and Group. The additional search options that are presented include any and all Extra User Fields that are configured as selection lists. When an Extra User Field is enabled as a User search option, searches can be performed using the values of that selection list Extra User Field as search criteria.

To modify the User Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the User Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample User Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the User Search Screen.

Please Note: The User Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the User Search Setup Screen. To perform an actual User search, please navigate to a non-preview version of this screen.

Searching For Projects

The Project Search Screen is accessed from the Project Management Screen and can be used to help you locate a specific Project that needs your attention, for modification, approval template setup, dependencies configuration or any other process.

This screen, which functions similarly to the User Search Screen, allows you to search for Project stored in your organization's Timesheet database using several different, additive methods. The default Project search criteria include:

Group
This option allows you to search for Projects based on Group affiliation. You may select one or more Groups from this column and Timesheet will search for Projects that are contained within those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Status
This option allows you to search for Projects that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Projects that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Project Name or Description
This option allows you to search for Projects whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Project whose name is Database Design and you enter "De," Timesheet will return any Project whose name or description contains the letters "de." If, however, you search for "Design" Timesheet will return only those users whose name or description contains "Design."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Database Design in the previous example was also associated with the Group "Database Team" you could choose to search for "Database Team" Group Projects and include "Design" as part of the name/description search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Projects and will then return you to the screen where you began your search with the results of the search replacing the standard Project list. In this fashion, Timesheet allows you to limit the list of Project to only those who meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Project Search Screen to search again as needed.

The Project Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Project Search Screen is outlined below. Only Timesheet Administrators can modify the User search criteria. ****

Project Search Setup

The Project search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Project Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Project search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Project Search Screen and deselected options do not.

The list of available search options includes the default search options, Group, Status and Project Parent. The additional search options that are presented include any and all Extra Project Fields that are configured as selection lists. When an Extra Project Field is enabled as a Project search option, searches can be performed using the values of that selection list Extra Project Field as search criteria.

To modify the Project Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Project Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Project Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Project Search Screen.

Please Note: The Project Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Project Search Setup Screen. To perform an actual Project search, please navigate to a non-preview version of this screen.

Project Search Results And Batch Modification

The results of a successful Project search are displayed on the Project Search screen, which also includes the Project Batch Modification Options interface, as shown below:

You may select one or more Projects displayed in the top portion of this screen and click the Button to enter the Project Modification Screen for the selected Projects. Project Modification is discussed in detail in the Projects portion of this documentation.

Clicking the name of any Project displayed in the search results portion of this screen will cause Timesheet to display that Project, as well as any child Projects it may have, the Project Management Screen. The Project Management Screen is discussed in detail in the Projects portion of this documentation.

You may also choose to view existing Journals or create new Journals for the Projects displayed on this screen by clicking the Create Journal or View Journal links located in the Journal Entries column for each Project.

This screen also allows you to perform a number of Project-related tasks upon the Projects which met your search criteria. Using this screen you may:

Assign one or more Projects to specific Groups
Change the Status of one or more Projects
Reparent one or more Projects

Clicking the Button causes Timesheet to refresh the Project Search Screen, which will perform the original search again. Please Note: Any changes you may have made to these Projects will be considered by the search criteria. Therefore, if your initial search was for Projects that have a specific parent, and you have changed the parent Project of several of the initial results, those Projects will not appear in the search results this time.

Assigning Projects To Groups With Project Batch Modification

The Project Batch Modification interface can be used to assign one or more of Projects that are displayed on this screen to specific Groups within Timesheet. To perform this task, you should:

Select the desired Project(s) from the list of available Projects at the top of this screen.
Select the Group(s) to which the Project(s) should be assigned from the list of Groups in the Assign To Group(s) column of the Project Batch Modification interface.
Indicate whether the Group assignment should apply to all displayed Projects or only those selected above.
Indicate whether or not currently existing Group assignment should be deleted in favor of the new assignment about to be made.
Click the Button.

Timesheet will refresh the Project Search Screen and display a green text message confirming the changes to Group assignment for the specified Projects.

Changing Project Status With Project Batch Modification

The Project Batch Modification interface can be used to change the status (Loggable and Reportable, Reportable Only, Hidden) of one or more of the Projects that are displayed on this screen. To perform this task, you should:

Select the desired Project(s) from the list of available Projects at the top of this screen.
Select the desired status from the options displayed in the Change Status column of the Project Batch Modification interface.
Indicate whether the status change should apply to all displayed Projects or only those selected above.
Click the Button.

Timesheet will refresh the Project Search Screen, displaying the status changes for the specified Projects in the Status column in the list of Project at the top of this screen.

Reparenting Projects With Project Batch Modification

The Project Batch Modification interface can be used to reparent one or more of the Projects that are displayed on this screen. To perform this task, you should:

Select the desired Project(s) from the list of available Projects at the top of this screen.
Select a new parent Project to be set for the Projects to be reparented.
1. Click the Find Parent Project link beneath the text box in the Reparent column of the Project Batch Modification interface.
2. Timesheet will display a Project search popup window, which you may use to search for the Project you would like to set as the parent of the Projects to be reparented.
3. Choose a specific Project to serve as the new parent for the Projects to be reparented
4. Timesheet will close the Project search popup window and enter the selected new parent Project in the textbox located in the Reparent column of the Project Batch Modification interface.
Indicate whether the status change should apply to all displayed Projects or only those selected above.
Click the Button.

Timesheet will refresh the Project Search Screen and display a green text message confirming the reparenting for the specified Projects.

Searching For Tasks

The Task Search Screen is accessed from multiple places in Timesheet, including the main Task Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Tasks using several different, additive methods. The default options include:

Status
This option allows you to search for Tasks that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Tasks that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Tasks based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Tasks that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Task Name or Description
This option allows you to search for Tasks whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Task whose name is Meeting and you enter "Me," Timesheet will return any Project whose name or description contains the letters "me." If, however, you search for "Meet" Timesheet will return only those users whose name or description contains "Meet."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Task "Meeting" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Tasks and include "Meet" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Tasks and will then return you to the screen where you began your search with the results of the search replacing the standard Task list. In this fashion, Timesheet allows you to limit the list of Tasks to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Task Search Screen to search again as needed.

The Task Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Task Search Screen is outlined below. Only Timesheet Administrators can modify the Task search criteria.

Task Search Setup

The Task search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Task Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Task search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Task Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Task Fields that are configured as selection lists. When an Extra Task Field is enabled as a Task search option, searches can be performed using the values of that selection list Extra Task Field as search criteria.

To modify the Task Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Task Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Task Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Task Search Screen.

Please Note: The Task Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Task Search Setup Screen. To perform an actual Task search, please navigate to a non-preview version of this screen.

Searching For Pay Types

The Pay Type Search Screen is accessed from multiple places in Timesheet, including the main Pay Type Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Pay Types using several different, additive methods. The default options include:

Status
This option allows you to search for Pay Types that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Pay Types that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Pay Types based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Pay Types that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Pay Type Name or Description
This option allows you to search for Pay Types whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Pay Type whose name is "Standard" and you enter "sta," Timesheet will return any Pay Type whose name or description contains the letters "sta." If, however, you search for "Stand" Timesheet will return only those Pay Types whose name or description contains "Stand."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Pay Type "Standard" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Pay Types and include "Meet" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Pay Types and will then return you to the screen where you began your search with the results of the search replacing the standard Pay Type list. In this fashion, Timesheet allows you to limit the list of Pay Types to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Pay Type Search Screen to search again as needed.

The Pay Type Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Pay Type Search Screen is outlined below. Only Timesheet Administrators can modify the Pay Type search criteria.

Pay Type Search Setup

The Pay Type search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Pay Type Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Pay Type search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Pay Type Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Pay Type Fields that are configured as selection lists. When an Extra Pay Type Field is enabled as a Pay Type search option, searches can be performed using the values of that selection list Extra Pay Type Field as search criteria.

To modify the Pay Type Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Pay Type Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Pay Type Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Pay Type Search Screen.

Please Note: The Pay Type Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Pay Type Search Setup Screen. To perform an actual Pay Type search, please navigate to a non-preview version of this screen.

Searching For Bill Types

The Bill Type Search Screen is accessed from multiple places in Timesheet, including the main Bill Type Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Bill Types using several different, additive methods. The default options include:

Status
This option allows you to search for Bill Types that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Bill Types that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Bill Types based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Bill Types that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Bill Type Name or Description
This option allows you to search for Bill Types whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Pay Type whose name is "Billable" and you enter "Bi," Timesheet will return any Project whose name or description contains the letters "bi." If, however, you search for "Bill" Timesheet will return only those users whose name or description contains "Bill."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Bill Type "Billable" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Bill Types and include "Bill" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Bill Types and will then return you to the screen where you began your search with the results of the search replacing the standard Bill Type list. In this fashion, Timesheet allows you to limit the list of Bill Types to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Bill Type Search Screen to search again as needed.

The Bill Type Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Bill Type Search Screen is outlined below. Only Timesheet Administrators can modify the Bill Type search criteria.

Bill Type Search Setup

The Bill Type search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Bill Type Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Bill Type search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Bill Type Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Bill Type Fields that are configured as selection lists. When an Extra Bill Type Field is enabled as a Bill Type search option, searches can be performed using the values of that selection list Extra Bill Type Field as search criteria.

To modify the Bill Type Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Bill Type Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Bill Type Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Bill Type Search Screen.

Please Note: The Bill Type Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Bill Type Search Setup Screen. To perform an actual Bill Type search, please navigate to a non-preview version of this screen.

Searching For Expense Codes

The Expense Code Search Screen is accessed from multiple places in Timesheet, including the main Expense Code Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Expense Codes using several different, additive methods. The default options include:

Status
This option allows you to search for Expense Codes that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Expense Codes that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Expense Codes based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Expense Codes that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Expense Code Name or Description
This option allows you to search for Expense Codes whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for an Expense Code whose name is "Entertainment" and you enter "Ent," Timesheet will return any Expense Code whose name or description contains the letters "ent." If, however, you search for "Entertain" Timesheet will return only those Expense Codes whose name or description contains "entertain."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Expense Code "Entertainment" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Expense Codes and include "Entertain" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Expense Codes and will then return you to the screen where you began your search with the results of the search replacing the standard Expense Code list. In this fashion, Timesheet allows you to limit the list of Expense Codes to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Expense Code Search Screen to search again as needed.

The Expense Code Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Expense Code Search Screen is outlined below. Only Timesheet Administrators can modify the Expense Code search criteria.

Expense Code Search Setup

The Expense Code search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Expense Code Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Expense Code search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Expense Code Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Expense Code Fields that are configured as selection lists. When an Extra Expense Code Field is enabled as a Expense Code search option, searches can be performed using the values of that selection list Extra Expense Code Field as search criteria.

To modify the Expense Code Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Expense Code Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Expense Code Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Expense Code Search Screen.

Please Note: The Expense Code Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Expense Code Search Setup Screen. To perform an actual Expense Code search, please navigate to a non-preview version of this screen.

Searching For Sources

The Source Search Screen is accessed from multiple places in Timesheet, including the main Source Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Sources using several different, additive methods. The default options include:

Status
This option allows you to search for Sources that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Sources that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Sources based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Sources that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Source Name or Description
This option allows you to search for Sources whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Source whose name is "Customer" and you enter "Cu," Timesheet will return any Source whose name or description contains the letters "cu." If, however, you search for "Cust" Timesheet will return only those Sources whose name or description contain "cust."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Source "Customer" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Sources and include "Cust" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Sources and will then return you to the screen where you began your search with the results of the search replacing the standard Source list. In this fashion, Timesheet allows you to limit the list of Sources to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the SOurce Search Screen to search again as needed.

The Source Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Source Search Screen is outlined below. Only Timesheet Administrators can modify the Source search criteria.

Source Search Setup

The Source search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Source Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Source search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Source Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Source Fields that are configured as selection lists. When an Extra Source Field is enabled as a Source search option, searches can be performed using the values of that selection list Extra Source Field as search criteria.

To modify the Source Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Source Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Source Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Source Search Screen.

Please Note: The Source Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Source Search Setup Screen. To perform an actual Source search, please navigate to a non-preview version of this screen.

Searching For Currencies

The Currency Search Screen is accessed from multiple places in Timesheet, including the main Currency Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Currencies using several different, additive methods. The default options include:

Status
This option allows you to search for Currencies that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Currencies that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Currencies based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Currencies that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Currency Name or Description
This option allows you to search for Currencies whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Currency whose name is "Piaster" and you enter "Pi," Timesheet will return any Currency whose name or description contains the letters "pi." If, however, you search for "Piast" Timesheet will return only those Currencies whose name or description contains "piast."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Currency "Piaster" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Currencies and include "Piast" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Currencies and will then return you to the screen where you began your search with the results of the search replacing the standard Currency list. In this fashion, Timesheet allows you to limit the list of Currencies to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Currency Search Screen to search again as needed.

The Currency Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Currency Search Screen is outlined below. Only Timesheet Administrators can modify the Currency search criteria.

Currency Search Setup

The Currency search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Currency Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Currency search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Currency Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Currency Fields that are configured as selection lists. When an Extra Currency Field is enabled as a Currency search option, searches can be performed using the values of that selection list Extra Currency Field as search criteria.

To modify the Currency Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Currency Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Currency Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Currency Search Screen.

Please Note: The Currency Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Currency Search Setup Screen. To perform an actual Currency search, please navigate to a non-preview version of this screen.

Searching For Reasons

The Reason Search Screen is accessed from multiple places in Timesheet, including the main Reason Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Reasons using several different, additive methods. The default options include:

Status
This option allows you to search for Reasons that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Reasons that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Reasons based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Reasons that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Reason Name or Description
This option allows you to search for Reasons whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Reason whose name is "Service" and you enter "Se," Timesheet will return any Reason whose name or description contains the letters "se." If, however, you search for "Serv" Timesheet will return only those Reasons whose name or description contains "serv."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Reason "Service" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Reasons and include "Serv" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Reasons and will then return you to the screen where you began your search with the results of the search replacing the standard Reason list. In this fashion, Timesheet allows you to limit the list of Reasons to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Reason Search Screen to search again as needed.

The Reasons Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Reason Search Screen is outlined below. Only Timesheet Administrators can modify the Reason search criteria.

Reason Search Setup

The Reason search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Reason Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Reason search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Reason Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Reason Fields that are configured as selection lists. When an Extra Reason Field is enabled as a Reason search option, searches can be performed using the values of that selection list Extra Reason Field as search criteria.

To modify the Reason Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Reason Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Reason Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Reason Search Screen.

Please Note: The Reason Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Reason Search Setup Screen. To perform an actual Reason search, please navigate to a non-preview version of this screen.

Searching For Vehicles

The Vehicle Search Screen is accessed from multiple places in Timesheet, including the main Vehicle Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Vehicles using several different, additive methods. The default options include:

Status
This option allows you to search for Vehicles that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Vehicles that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Vehicles based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Vehicles that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Vehicle Name or Description
This option allows you to search for Vehicles whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Vehicle whose name is "Mustang" and you enter "Mu," Timesheet will return any Vehicle whose name or description contains the letters "mu." If, however, you search for "Must" Timesheet will return only those Vehicles whose name or description contains "must."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Vehicle "Mustang" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Vehicles and include "Must" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Vehicles and will then return you to the screen where you began your search with the results of the search replacing the standard Vehicle list. In this fashion, Timesheet allows you to limit the list of Vehicles to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Vehicle Search Screen to search again as needed.

The Vehicle Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Vehicle Search Screen is outlined below. Only Timesheet Administrators can modify the Vehicle search criteria.

Vehicle Search Setup

The Vehicle search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Vehicle Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Vehicle search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Vehicle Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Vehicle Fields that are configured as selection lists. When an Extra Vehicle Field is enabled as a Vehicle search option, searches can be performed using the values of that selection list Extra Vehicle Field as search criteria.

To modify the Vehicle Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Vehicle Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Vehicle Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Vehicle Search Screen.

Please Note: The Vehicle Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Vehicle Search Setup Screen. To perform an actual Vehicle search, please navigate to a non-preview version of this screen.

Searching For Measurements

The Measurement Search Screen is accessed from multiple places in Timesheet, including the main Measurement Management Screen, located in the Entry Column Management portion of Timesheet.

This screen allows you to search for Measurements using several different, additive methods. The default options include:

Status
This option allows you to search for Measurements that are currently assigned the selected Status (loggable & reportable, reportable only, hidden). You may select one or more Status levels from this column and Timesheet will search for Measurements that have those status level(s). To select more than one Status from this column, CTRL-click each Status individually.
Group
This option allows you to search for Measurements based on their Group membership. You may select one or more Groups from this column and Timesheet will search for Measurements that are available members of those Group(s). To select more than one Group from this column, CTRL-click each Group individually.
Measurement Name or Description
This option allows you to search for Measurements whose name or description contain the characters you enter in this text box. If you enter only a few letters, Timesheet will return a larger list than if you enter a more complete "name." Therefore, if you are searching for a Measurement whose name is "Pico-Lightyears" and you enter "pi," Timesheet will return any Measurement whose name or description contains the letters "pi." If, however, you search for "Pico" Timesheet will return only those Measurements whose name or description contains "pico."

You may freely combine criteria from each of the search options to create a highly-focused search. If you knew that the Measurement "Pico-Lightyear" in the previous example was also "loggable and reportable" and that it was available to members of the group "Green Team" then you could choose to search for "Green Team" Measurements and include "Pico" as part of the name search as well.

Once you have entered all desired search criteria, click the Button. Timesheet will search through the complete list of Measurements and will then return you to the screen where you began your search with the results of the search replacing the standard Measurement list. In this fashion, Timesheet allows you to limit the list of Measurements to only those that meet the search criteria you selected.

Once you have completed your search, you may continue the action you were initially performing or you may return to the Measurement Search Screen to search again as needed.

The Measurement Search Screen is customizable, and can be configured to include additional search criteria. The process of modifying the Measurement Search Screen is outlined below. Only Timesheet Administrators can modify the measurement search criteria.

Measurement Search Setup

The Measurement search criteria in Timesheet can be modified to include certain additional options or remove any active options. Timesheet Administrators can access the Measurement Search Setup Screen via the Search Setup link located in the Application Interface Management portion of their Main Admin Screen.

This screen displays the available Measurement search criteria options and allows the Timesheet Admin to select or deselect these options. Selected options appear on the Measurement Search Screen and deselected options do not.

The list of available search options includes the default search options, Group and Status. The additional search options that are presented include any and all Extra Measurement Fields that are configured as selection lists. When an Extra Measurement Field is enabled as a Measurement search option, searches can be performed using the values of that selection list Extra Measurement Field as search criteria.

To modify the Measurement Search Setup Screen, select the criteria you would like to be able to use for searching, deselect any options you would like to remove, and click either the Button or the Button.

The Button causes Timesheet to accept your changes immediately. Timesheet will refresh the Measurement Search Setup Screen and display a green text message confirming the changes you have made.

The Button causes Timesheet to accept your changes immediately and also produces a sample Measurement Search Screen that contains your changes. You may navigate freely throughout Timesheet after you have seen the new format of the Measurement Search Screen.

Please Note: The Measurement Search Screen preview cannot be used for searching. It is for preview purposes only. If you click the Button in this screen, Timesheet will return you to the Measurement Search Setup Screen. To perform an actual Measurement search, please navigate to a non-preview version of this screen.