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Timesheet Category & Subcategory Targeting

There may be times when you’ll need to target your timesheet categories or subcategories by reporters at a specific site or sites.

Example: You have reporters at Site A who needs to track service hours spent tutoring and reporters at Site B who needs to track service hours spent mentoring. Your Impact Suite allows you to ensure that reporters only see the relevant categories or subcategories.

Here’s how to do it: 

1. On the left, in your Mission Control, click Timesheets.
   
   
2. On the right, click Create & manage timesheet templates.

I need to Create a New Template

Enter a name for your template and click Create & Go to Step 2.

Follow these steps:

1. Enter your template's Start & End Dates.
   
   
2. Choose the Length of Each Timesheet Period.
   
   Now you're ready to work on your Time Allocation Categories.

I need to Edit an Existing Template

Find the section called Manage & Clone Existing Templates and click the template that you'd like to update.

Scroll to the section called Time Allocation Categories.

3. Find the section of the template called Time Allocation Categories and find the category you like to target.

Click either:

(a) Edit, or

(b) Create a Category.

4. When creating a new category, or editing an existing one, you have the ability to target either the entire category or one or more sub-categories to specific sites.

I want to target an entire category.

When the window opens:

1. Scroll to the section called Which site will see this category?
   
   
2. Select Limit by Site Selection.
   
   
3. Choose the sites to which you would like to target this category.

I want to target a subcategory within a category.

When the window opens:

1. Scroll to the section called Which site will see this category?
   
   
2. The option Everyone will need to be selected.
   
   
3. Now, either create or update a subcategory.
   
   
4. For the subcategory you need to target, find the section called Which site will see this subcategory? and click Limit by Site Selection.
   
   
5. Choose the sites to which you would like to target this subcategory.

5. Click Update to save your changes.

IMPORTANT: All changes to timesheet templates are effective immediately and do not require a separate "Save."