Pacific Time - Percent Allocation Timesheet Tutorial
Pacific Timesheet is the leading provider of percent allocation timesheets for project and R&D time tracking. In this tutorial, we will walk you through this solution using the Pacific Time App.
Get an account
To get started, make sure you have a working Pacific Timesheet user account:
- You can get an account from your organization's Pacific Timesheet system administrators, or
- If you are an evaluation customer, you can get an account by requesting a free trial for testing.
Get the App
Then, on your mobile device, go to the App Store or Google Play by tapping the buttons below, download and install the Pacific Time app on your IOS or Android mobile device or tablet:
Then open the Pacific Time app and and go to the login page.
Logging In
Server
On your first login, connect your the app by entering your Pacific Timesheet server name.
What's My Server?
Technically, the server name is the sub-domain of the system URL, in this case: mycompany.
Login Name and Password
After entering the Server name, you will be taken to the login page.
Then enter your login name and password.
Setting your Password and Forgot Password Support
- To set your password, tap on Forgot Password.
- On the Request Password page, enter your login name, email address or employee ID.
- A temporary password will be emailed to you.
- Use and reset this temporary password to login.
- Single Sign-On (SSO) instructions are at the end of this tutorial.
On the main screen, you can do anything you need with one or two taps.
Tap Timesheet to go to your percent time allocation timesheet:
The Percent Allocation Timesheet is simple and easy to use.
Note that you have time period forward and back buttons, a plus button (+) to add new projects or leave, and a gear button to submit the timesheet.
Adding new projects is easy. Just tap the Plus (+) button > Add Work
Complete the details of your work entry: percent of Hours, Project, Task, etc.
Searching for Projects
- Tap on Project and then Search.
- Type the project name into the search box.
- A filtered list of work items will be returned as you type.
- To select, tap its name, and you will be returned to the time entry details page with your project entered.
When your done, tap OK and you'll return to the Timesheet page.
Add Leave
If you have scheduled leave it will already appear in your timesheet.
To add new leave:
- Tap the plus (+) button
- Tap Leave to add a new leave row.
- Enter details like % Hours, leave pay code
- When you're done Tap OK.
The Gear Icon
Tap the gear icon in the upper right:
- To start over, you can tap Clear Sheet to delete all entries.
- Finally, when your timesheet done, tap Submit Timesheet.
- It will be locked from further editing and ready for approvals.
Remember that you can go back and forth between the Mobile Percent Allocation Timesheet and your laptop application.
Additional Help
For more help on using Pacific Time and Expense, browse this and other related pages in the Pacific Timesheet Help Center.
Learn about other Pacific Time features in the Pacific Time Tutorial.
Single Sign-On Users Login Instructions
With Pacific Time, you can login using Single Sign-On, better known as SSO.
To get started, you’ll need to take a couple of extra steps as a first-time user.
First, go to the Pacific Time login page. If your system is enabled for SSO, you will see a blue login button.
The name of your SSO provider will display in the button.
Then tap the blue Login button. This will take you to your Single Sign-On account login page. Type in your SSO account login name and password. Then tap the Sign On button. When you are done the App will take you to the Pacific Time main screen. You’re now logged into Pacific Time using Single Sign-On.
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