Grid Timecard Layouts

Use the Manage Grid Layouts page to select the fields to display on a grid layout and to determine where on the grid layout those fields will be shown.

You can define separate grid layouts for grid timecards in the web portal, the payroll section of field tickets, and Field Management mobile timecards based on the features you use and your organization's needs.
  1. Select Employee Tools > Grid Timecard Layouts.
  2. At the top of the page, select +Add to create a new layout. To modify an existing layout, select that layout in the Layout Name field.
  3. If you are adding a new layout, a blank Layout Name field displays. Enter the name for your new layout in this field, and then select Add.
  4. Use the Manage Layout dropdown to change the name of a layout, set up frozen columns, or delete a layout:
    1. Select Manage Layout > Manage Layout to do any of the following:
      • Use the Layout Name field to change the name of a layout.

      • Use the Frozen Columns (Grid Timecard) field to determine the columns that should display as frozen when users view the timecard on a desktop computer. Enter the column number for the column that you want to freeze (column 1 is frozen by default). This option affects crew timecards only. Only fields in the row group will be frozen.

        Note: If a crew timecard is opened on a tablet or phone, only the first column will display as frozen to ensure that users are not prevented from accessing all columns on the timecard.
      • Use the Frozen Columns (Job Approval) field to determine the columns that should display as frozen in the Job Approval grid. Enter the column number for the column that you want to freeze (column 1 is frozen by default).

    2. Select Manage Layout > Delete Layout to delete the selected layout.
  5. On the left side of the page, the Fields section lists the fields in Vista PR Timecard Entry that you can add to your grid layout. Drag and drop fields from the Fields section to the appropriate section of your layout:
    • Column Groups: Add the fields that you want to display as columns in your grid layout (for example, PostDate).

      Note: After you set up your grid layout, you will need to use a grid template to define the options available for each of your Column Group fields. For example, if PostDate is in the Column Groups section in a grid layout, you must determine the post dates that a user can select on a timecard. See Grid Timecard Templates for details.
    • Row Groups: Add the fields that you want to have modified on each line (for example, Job, Phase, Earn Code).

      Note:
    • Values: Add the fields to make available for user entries (for example, Hours or Usage Units).

      Note: If you want the equipment usage units entry to prefill based on the user's entry for labor hours, you must do the following:
      • Enable the portal setting Default usage units to labor hours in grid timecard.

      • Add the UsageUnits field to the Values section on the grid timecard layout.

      Usage units will default to labor hours only if the Usage field is blank on the grid timecard (existing usage units will not be overwritten).

  6. When you are finished, select Save Layout.

    Sample layout:

    • Column Groups = PostDate
    • Row Groups = Employee, Job, Phase, EarnCode
    • Values = Hours
After you configure grid layouts, set up your grid templates. See Grid Timecard Templates for details.