You can Capture Time directly from Salesforce Opportunities, Cases, Events, Tasks or Project Lines as well in custom objects. All records entered will be saved and displayed in your weekly Timesheet.


Use


Click on the button and a popup window allows you to capture the time and additional information.





Main information:

  • Enter the time in hh:mm format (e.g. :30) or in hh.ff (e.g. 0.5 for 30 minutes). The time is converted to and maintained in hour fractions.
  • Select any Activity Type
  • Select a Project (might be restricted to project for the account)
  • The date defaults to the current day


You see also time entered previously by you or others.


Setup


If you don't see the Capture Time button, you can add it for Cases, Events, Tasks, etc. by

  • Click on Edit Layout (or in the Custom Object, edit the Page Layout)
  • Select Buttons in the Layout
  • Drag the Capture Time button into the Customs Button part in the header
  • Save


Customization


You can customize the Capture Time functionality by copying information from the "host object" to the T&E (custom) field.  Standard information like Account is automatically copied.


Go to > Setup > Develop > Custom Settings

Manage: Capture Time Columns


The Source object - select/enter one of 

  • In Case
  • In Event
  • In Task
  • In Object (enter custom object name)


The Source field

  • Custom Field (enter the field name of the object)


The Target

  • T&E Field - enter the name of a (custom) field in the T&E Object



After saving, when Capturing Time in a "source" record, the information will be copied to the T&E Item record.


Custom Objects


To add Capture Time to custom objects, a VisualPage with Apex needs to be installed. 

Contact us for implementation details. The effort us usually under one hour.