Use a Bamboo List Rollup as the Tasks data source in TTM

TTM Configuration Overview	Timesheet Entry Configuration Overview

Before you start to use Time Tracking and Management (TTM) you will need to identify the data-source for the tasks that will be displayed in the Timesheet Entry Web Part.
This is a mandatory configuration step in the Time Tracking configuration checklist, and the TTM configuration decision map is available to help identify which data-source option you should use.
There are two task data-source options available:

• Bamboo List Rollup
  • You can use a custom created rollup
  • or, you can reference an existing PM Central tasks rollup
• SharePoint list (default)

When configuring the Timesheet Entry Web Part to use a Bamboo List Rollup as the task data-source keep in mind:

• Using a Bamboo List Rollup Schema lets you display tasks from multiple SharePoint tasks lists.

• If you are using a custom rollup, you will need to create the schema before configuring the Timesheet Entry Web Part.

• Additional information on using TTM with PM Central is available here

To configure Timesheet Entry to display data from a Bamboo List Rollup:

NOTE: The following steps require you to have accessed the Timesheet Entry Configuration Settings screens by clicking the Timesheet Entry Web Part Settings button in the Web Part’s configuration tool pane.

	Action	Result
1.	From the Timesheet Entry configuration screen, click the Bamboo List Rollup button under Data Source Settings in the navigation tool pane. NOTE:You will only be able to select this button if Bamboo List Rollup is selected as the Data Source Type	The Bamboo List Rollup screen will be displayed on the right side of the configuration pop-up and allow you to scroll through the configuration options associated with the data-source.
2.	Enter the site where the Bamboo List Rollup Schema is located. If using a custom rollup enter the URL where the List Rollup Schema Designer is found To use PM Central tasks, enter the PM Central portfolio site URL. Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. IMPORTANT: If connecting to PM Central, the site must be in the same site collection as TTM for application integration to be supported.
3.	Click the green arrow to load available List Rollup Schemas in the site, then pick the desired schema list from the Select Schema drop down.
4.	If you entered a PM Central portfolio site, select the Tasks – All Tasks rollup to include all tasks in all project sites on resource timesheets. Otherwise.. Map columns from the schema to the timesheet columns shown on the left. Timesheet Tasks Column Name Description Task Name The task name will be displayed in the timesheet. Project Name If you are assigned to multiple tasks in the same project, those tasks will be grouped in your timesheet under the same project name based on the value of this column Start Date The start date for the task. The task will be included on timesheets starting on this date End Date The end date, or due date, for the task. The task will be included on timesheets starting on the task Start Date and ending with the Due Date. Assigned To Map this column to the task list column that includes the SharePoint user account assigned to the task. The task will be included only on this user’s timesheet. NOTE: Time Tracking and Management supports multiple users assigned to a task. Planned Work If you want to track the amount of time planned for a task against the time actually entered for it, select the column in the list that contains the planned work. In a PM Central tasks list, this is the Work column. Billing Category If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here. PM Central task lists do not have this column, so leave it blank. Copy Actual Work to the PM Central Tasks list If you selected a PM Central task rollup, you can copy Actual Work for a task back to the PM Central Tasks list. This allows you to view cumulative work performed on a task through the current date in PM Central. NOTES: 1. Actual Work is copied to PM Central when a Timesheet Manager approves a timesheet. 2. To view this information, add the Actual Work (Time Entry) column to the Task Master Web Part in the Tasks tab for each project.
5.	You have now configured the Web Part to use a Bamboo List Rollup as the tasks data-source. Click these links for additional Web Part configuration topics: Administrative Time (optional) Timesheet Resources Data Source (required) Column Display Configuration (optional) Look and Feel (optional) Language Settings (optional)

TTM Configuration Overview	Timesheet Entry Configuration Overview