You can create, edit, and assign timesheet profiles that generate recurring timesheets for your users without any further intervention from you. This saves you time and ensures that the following are consistent between users:
For more information about creating a timesheet manually, see Create a single-use timesheet.
You must have the following to perform the steps in this article:
|Adobe Workfront plan||
|Adobe Workfront license||
|Access level configurations*||
You must have administrative access to Timesheets.
For more information, see Grant users administrative access to certain areas.
If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
*To find out what plan, license type, or access you have, contact your Workfront administrator.
To enable timesheet profile changes in current timesheets, you have to delete the existing timesheets and then generate new ones. For instructions, see Delete timesheets in Adobe Workfront and Manually generate timesheets.
Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .
If you are creating or editing a timesheet profile for use throughout the system, click Timesheet & Hours.
If you creating or editing a timesheet profile for a group, click Groups, then click the group’s name.
Click Timesheet Profiles.
To create a new timesheet profile, click New Profile.
To edit an existing timesheet profile, select the timesheet profile you want to edit, then click Edit.
The new or existing timesheet profile displays.
On the Set Details tab, type a Name and Description for the timesheet profile and supply the following information:
|Group with Administration Access||
Specify when the timesheet profile should generate the timesheets. A timesheet can be set to automatically generate on a weekly, bi-weekly, semi-monthly, or monthly basis. Select the day of the week when you want the timesheet to be produced.
A weekly timesheet begins on the date it is generated. For example, if you create weekly timesheets every Thursday, the first day of the week on the timesheet is Thursday.
Workfront always creates two timesheets at a time: the first timesheet always includes the current date, and the second timesheet starts when the time frame of the first one ends.
Approvers are users who approve the timesheet for the users associated with the timesheet. You can identify up to 7 users as approvers on a timesheet. Identifying multiple users is useful to ensure an approver is available when someone is out of the office. All approvers are notified when a user submits the timesheet for approval. Only one user is required to approve the timesheet in order for it to be approved.
Only users with timesheet administrative rights can be set as approvers. For more information about timesheet administrative rights, see Grant users administrative access to certain areas.
Use the drop-down menu to select the approver for the timesheet (if an approver is required). You can select from the following options:
|Can edit time||
Select this option to allow the approvers to edit hours on the timesheet.
This option works together with the Restrict timesheet editing to owners and admins setting in the Setup > Timesheet & Hours > Preferences area. For more information, see Configure timesheet and hour preferences.
The following scenarios exist:
Once you submit a timesheet for approval, you can no longer edit the hours. To return a submitted timesheet to an editable state, recall the timesheet or have the approver reject the timesheet. For more information, see Submit a timesheet for approval andApprove a timesheet.
|Available Hour Types||By default, users see all general hours on a timesheet. However, if your organization wants only specific general hours to be shown for a particular set of users, you can select the general hours that they need to see in their timesheets by selecting them in their timesheet profile in this field. If you want to disable all general hours, deselect all hour types to generate the timesheet without a section for general hours.|
|Overtime||You can choose to hide the Overtime box in timesheets. This option is disabled by default.|
Click the Assign People tab to associate the timesheet profile with specific users, groups, or (if you are a Workfront administrator) teams. Begin typing the name of the user, group, or team, then click it when it appears in the drop-down list.
If you are a group administrator, you can assign the timesheet profile to groups you administer, but not to teams. For more information, see Limitations for a group administrator assigning a timesheet profile in this article.
Click Save Changes.
The first time the timesheet profile generates timesheets, 2 timesheets are created for each user. After that, each time it generates new timesheets, onhe timesheet is created per user.
If you are a group administrator and the administrative access option Timesheets & hours is disabled in your access level, you can create timesheet profiles, but you can assign them only to:
For these groups and users, you won’t have access to the timesheets that the timesheet profile generates.
Further, if the option User Admin (Group Users) is also disabled in your access level, you can assign the timesheet profile to a group you administer, but it affects only the users in the group that you have access to edit. If the group contains users that you don’t have access to edit, they are not assigned the timesheet profile along with the rest of the group.
For information about the option Timesheets & hours in your access level, see Grant users administrative access to certain areas.
For information about the option User Admin (Group Users) in your access level, see Grant access to users.
You can have more than one timesheet profile for your organization if there are:
One user cannot be associated with more than one timesheet profile at a time.