Map a time card category with operational work types

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Map custom time card categories with operational work types so you can select only the operational resource plans that are associated with the user for a specific time card period and category while posting time.

    Before you begin

    Role required: pps_admin

    About this task

    By default, all base system time card categories are mapped with the base system operational work types. If mapping is not done for custom categories, the Resource Plan field displays all the operational resource plans associated with the user for that time period when you create a time card.

    During time card creation, after you select a time card category and task or during time sheet submission for other category time cards, operational resource plans are populated for that category and task as described in the following table.
    Table 1. Operational resource plans for tasks and categories
    Category Task Resource Plan
    • Admin
    • External labor
    • Meeting
    • Phone call
    • Training
    • Out of office
    • Appointment
    • Time off
    • KTLO
    		 Task, project, demand, project task, or demand task, or no value is selected in the Task field.

    Displays the resource plans associated with the task, project, demand, project task, or demand task when a task is selected.

    If no resource plans are associated with the selected task, or no task is selected, then the mapped operational resource plan for that operational work type for that category is displayed.
    Custom Any of the task/project/demand/ project task/demand task

    Displays the resource plans associated with the task, project, demand, project task, or demand task when a task is selected.

    If no resource plans are associated with the selected task, or no task is selected, then the mapped operational resource plan for that custom operational work type for that category is displayed.

    If mapping is not done, then all the operational resource plans are displayed.
    Other category (custom and OOTB) from Time Sheet Portal N/A

    Displays the mapped operational resource plans.

    If mapping is not done, then all the operational resource plans are displayed.

    Procedure

    1. Navigate to All > Project Administration > Time Card Category Mapping.
    2. Click New.
    3. From the Time card category menu, select the required time card category.
    4. From the Operational work type menu, select the operational work type you want to map to the time card category you selected in the previous step.
    5. Click Submit.