Timesheets - Timesheet Configuration

Install and Configure ServiceMax > Settings Library > Standard Settings > Timesheets > Timesheets - Timesheet Configuration

1. Navigate to ServiceMax Setup > App Administration > Configuration Profiles.

2. Click Org Profiles tab.

3. Select the Active profile.

4. Click Settings tab.

5. Expand the module and the submodule to view the relevant settings.

Module: Timesheets; Submodule: Timesheet Configuration

Setting ID

Setting Name

Description

Data Type

Default Value

SET001

Business Hours for Salesforce Events.

This setting indicates the custom lookup field for business hours (added by org admin to the standard Salesforce Event Object) that will be utilized by the timesheet autofill process to map timezone information from SFDC Events to Time Entries. The mapping that references the indicated field is configured in the Timesheet Configuration Setup, using the field “Event Time Entries will map Timezone information from.” To indicate a field for mapping, enter the field’s API Name.

Text

SET002

Limit Timesheet Processing to Active Technicians Records.

This setting, when set to TRUE, will limit timesheet engine processing to only process timesheet headers for users that are both assigned to the timesheet configuration, and that have an Active Technician Record associated with their User Record. All Users who are assigned to the timesheet configuration, but do not have an active technician record associated with them, will not have timesheet headers processed by the timesheet engine.

Boolean

False

SET003

Use Configured Mapping for Date/Time Fields of Time Entries from Work Details

When this setting is set to True, Timesheet Processing will prioritize the mapping expression configured for autofill in the timesheet configuration setup, when mapping the start and end Date/Time fields for time entries from Work Detail lines. The configured mapping will override any hardcoded mapping provided by the timesheet engine.

This setting is used in Timesheet Autofill with Custom DateTime Mapping.

Boolean

False

SET004

Use Configured Mapping for Date/Time Fields of Time Entries from SFDC Events

When this setting is set to True, Timesheet Processing will prioritize the mapping expression configured for autofill in the timesheet configuration setup, when mapping the start and end Date/Time fields for time entries from SFDC Events. The configured mapping will override any hardcoded mapping provided by the timesheet engine.

This setting is used in Timesheet Autofill with Custom DateTime Mapping.

Boolean

False

SET005

Use Configured Mapping for Date/Time Fields of Time Entries from SVMX Events

When this setting is set to True, Timesheet Processing will prioritize the mapping expression configured for autofill in the timesheet configuration setup, when mapping the start and end Date/Time fields for time entries from SVMX Events. The configured mapping will override any hardcoded mapping provided by the timesheet engine.

This setting is used in Timesheet Autofill with Custom DateTime Mapping.

Boolean

False

SET006

Time Entry Start & End Date/Time Calculation.

This setting determines the method used by the timesheet engine to calculate the start date/time and end date/time of the time entries on a timesheet. If ‘Business Hours’ is selected, the timesheet process respects defined business hours when generating time entry start and end date/time. If ‘Actual Hours’ is selected, the timesheet process will create time entries with the start date/time and end date/time that reflect the literal hours entered by a user, regardless of their defined business hours.

Picklist

Business Hours

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