Using the Suggested Items List

The Suggested Items list help you easily locate the work items that should probably be on your time sheet, so that you do not need to search for them. In general, these items include:

  • Items that are both assigned to you and which you are scheduled to work on during the current time period

  • Items that were on your previous time sheet and are still open

Time Management automatically generates the Suggested Items list and presents it on the Suggested Items tab. You cannot revise the Suggested Items list.

What Are Included in Suggested Items List

By default, the Suggested Items list includes the following items:

  • Each program that:

    • Has Time Management enabled in the program settings, and
    • You are allowed to log time against the program.
  • Each project that:

    • Contains tasks that are assigned to you, and

    • Uses Time Management to track time at the project level.

  • Each summary task that:

    • Contains tasks that are assigned to you, and

    • Is in a project that uses Time Management to track time at a specified summary task level.

  • Each task that:

    • Is assigned to you, and

    • Is in a project that uses Time Management to track time at the task level.

    • Can have time logged against it during the time period of the time sheet you are completing (because its status is Ready and it has a scheduled start-to-finish date range that overlaps at least part of the time sheet's time period, or because its status is In Progress).

  • Each request that meets either of the following conditions and is of a type that uses listed resources to report time in Time Management:

    • It was assigned to you to work on during the time period of the time sheet you are completing.

    • It allows all listed resources to log time and its resource list includes you. For more information, see the Demand Management Configuration Guide.

The date and time when the Suggested Items list was most recently updated is shown at the top of the Suggested Items tab. If you want to ensure that the Suggested Items list is up to date, click Update.

In addition to the Item and Description columns, the Suggested Items list includes a Reason column that indicates why the item was included in the list.

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Adding Items from the Suggested Items List to a Time Sheet

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

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

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

  2. Click the Suggested Items tab.

  3. Select the check boxes next to the items you want to add to the time sheet, or select the Check all check box.

  4. Click Add.

    The selected items are added to the time sheet. They remain in the Suggested Items list.

  5. For more information about items you have added to the time sheet and to add other items, see Managing Work Items in a Time Sheet.

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Adding Items from the Suggested Items List to 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. Unless you delete them, items in the My Items list remain available to add to all subsequent time sheets. For more information, see Using the My Items List.

To add items from the Suggested Items list to 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. Click the Suggested Items tab.

  3. Select the check boxes next to the items you want to copy to the My Items list, or select the Check all check box.

  4. Click Copy to 'My Items'.

    The items are copied to the My Items list. They remain in the Suggested Items list.