Personal preferences control how dates, times, projects, and other information appear for your account.

Personal preferences may be set up by navigating to the Home tab and then selecting the My Preferences sub tab. The settings on this page will only effect your login.

Options and field descriptions #

Report Output Preference – Select the format (PDF or HTML) that you wish to create reports from within the timesheet and expense report screens. Note: You will still have the option to select report format from within the 'Reports' screen.

Default Charge Type – Select the default charge type (i.e. 'Time Off' or 'Project') to use when adding a new charge or line to a timesheet.

Timesheet Tabbing – Select the direction in which you tab (by pressing the tab key) through your timesheet. Available options are 'Horizontal' (tab across the timesheet row/charge) and 'Vertical' (tab down the timesheet column/day)

Project Selection Order – Select the order in which you select a project and task for your timesheet and/or expense report. For example, if you have many projects, you may find it helpful to select a client to narrow down the project selection. Selecting 'Client » Project » Task' would be helpful in this example.

Hide projects that I have not used recently – This option allows you to hide unused projects within the 'Select a Charge' screen (when completing your timesheet). When enabled, only those projects that you have charged time to within the past 3 timesheets will be visible. You can always display all projects from the 'Select a Charge' window by selecting 'Show All Projects'.