Use a SharePoint list 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
SharePoint Tasks list (default setting)
- You can use the local Timesheet Tasks list (default)
- or, a generic SharePoint Tasks list

When configuring the Timesheet Entry Web Part to use a SharePoint list as the task data source keep in mind:

The Timesheet Tasks list that comes with TTM includes fields not available in an out-of-the-box SharePoint Tasks list.
If you want to show tasks from multiple task lists you will need to use Bamboo List Rollup as the Web Part’s task data-source.

To configure Timesheet Entry to display items from a SharePoint Tasks list:

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

From the Timesheet Entry configuration screen, click the SharePoint List button under Data Source Settings in the navigation tool pane. Image of the Navigation Pane with the SharePoint list and library button available.

Image of the Navigation Pane with the SharePoint list and library button available.

NOTE: You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type

The SharePoint List Settings 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.

By default the Timesheet Entry Web Part uses the Timesheet Tasks list as the tasks data-source. If you will use this list, skip to step 5 for additional information on configuring the Web Part.

To use a generic SharePoint tasks list as the tasks data-source, enter URL to the site that contains the list, then click the green arrow.

Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL.

IMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.

Select the desired SharePoint tasks list from the SharePoint List drop down.

Map columns from the schema to the timesheet columns shown on the left.

If you use the default Timesheet Tasks list, this mapping is completed automatically.

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.
Billing Category	If your task list has a column that defines different billing categories, such as “Standard”, “Administrative”, etc., select it here.
Copy Actual Work to the PM Central Tasks list	This button is not available with this data-source

Configuration tool pane You have now configured the Web Part to use a generic SharePoint task list 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)
You will need to populate the configured tasks list with content before the items will display in the Web Part.
Information on populating the Timesheet Tasks list is available here

TTM Configuration Overview	Timesheet Entry Configuration Overview