Using the My Items List

The My Items list is a list of items that you create and maintain for your convenience on the My Items tab.

You can include the items:

  • You currently work on.
  • You use occasionally but want to keep readily available such as Vacation and Meetings.
  • Items you know you will be working on in the future.

Adding Items to the My Items List

You can add items to the My Items list whether or not they are in the Suggested Items list.

To add items from the Suggested Items list to the My Items list, see Using the Suggested Items List.

To add items to the My Items list:

  1. In the time sheet, click Add Items and then click Add from My Items / Suggested Items.

    The Add Items to Time Sheet window opens to the My Items tab.

  2. Click Add to 'My Items'.

    • Click Add Program if you want to add programs to My Items list.

    • Click Add Project if you want to add projects to My Items list.

    • Click Add Task if you want to add tasks to My Items list.

    • Click Add Request if you want to add requests to My Items list.

    • Click Add Package if you want to add packages to My Items list.

    • Click Add Miscellaneous if you want to add miscellaneous items to My Items list.

    Note: Some of the options in the drop-down list might not be available to you, based on system settings and the time sheet policy that is assigned to you. This document assumes that all options are available to you.

  3. In the Add <Entities> to My Items window, provide the search criteria and click Search.

    • Programs shown are those:

      • Track time at the program level, and
      • Allow you to log time against them.
    • Projects shown are those:

      • Track time at the project level, and

      • Allow you to log time against them.

    • Tasks shown are those:

      • Track time at the task (or a specific summary task) level, and

      • Allow you to log time against them.

    • Requests shown are those:

      • Allow to log time against them.
  4. Select the items you want to add, and click Add.

Deleting Items from the My Items List

To delete items from the My Items list:

  1. If you have not already done so, on the time sheet, click Add Items and then click Add from My Items / Suggested Items.

    The Add Items to Time Sheet window opens to the My Items tab.

  2. Select the check boxes next to the items you want to delete, or select the Check all check box.

  3. Click Remove Item(s).

Adding Items from the My Items List to a Time Sheet

To add items from the My Items list to a time sheet:

  1. On the time sheet, click Add Items and then click Add from My Items / Suggested Items.

    The Add Items to Time Sheet window opens to the My Items tab.

  2. Select the check boxes of the items you want to add to the time sheet and click Add at the bottom of the window.

    The items are added to the time sheet (but they are not duplicated if they are already on the time sheet). The items also remain in the My Items list.

Note: Closed items cannot be added to a time sheet from the My Items list. You should periodically delete closed items as you maintain the My Items list.