Timesheet Template
Provide 2 type of template: - Generic template: Template configured by each employee - Dynamic template: Template modified based on previous records
Timesheet Template
Provide 2 type of template: - Generic template: Template configured by each employee - Dynamic template: Template modified based on previous records
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
You have each week to select back your project and your tasks, even if you are working on the same one for several weeks.
CLUEDOO BEHAVIOR
Each employee has a template which can be configured at the beginning then which is dynamically modified based on the previous week
MODULE+
Time-sheet template will help you to plan your weekly work easily
CLUEDOO'S RECOMMENDATION
We recommend to create 2 templates for each employee. A default template which will be the dynamic template with update of the structure after each time-sheet validation and a generic template which is the initial template to come back on the initial structure. For instance, the default template after 1 week of holidays will have only Holiday line and so the generic template will give back the classic lines of the employee.
OUR FEATURES AS SOLUTION
Create Time-sheet Template
Select Time-sheet Template on My Time-sheets
HOW TO USE THIS MODULE?
1
(Take Time-Sheet as Template)
Note: The "Start Date and End Date" no longer exists in v17 and v18
2
Create Time-sheet Template From Weekly Activity
- on the Time-sheet Activity Form View, click on button Take Time-sheet as Template"
- Go to Setting / Time-sheet Template
- Your template will be created
3
Your template will be created
4
(Create Time-sheet from Time-sheet template)
Go to Time-sheets → Configuration → Time-sheet Template - Create new Time-sheet Template.
Then when we create a timesheet report, we can choose the template
Update v18
I. Day-by-Day Timesheet Template
1. Update Automatically
1.1
Look at the detailed information in the second picture
EX: Open the details pop-up for Monday
1.2
Create a new timesheet sheet based on the above timesheet template > Try changing some information > Submit to Reviewer > Approve
EX: Edit the information for Monday - 6/1/2026
1.3
Go back to the timesheet template from which the above timesheet sheet is created > Can see the corresponding detailed information automatically updated here
Note:
All information on the template needs to remain after submitting and approving the timesheet if there are no changes in the timesheet
2. Not Update Automatically
If the check box Is Automatic Update? is not selected, all information on the timesheet template will remain unchanged after the timesheet sheet is modified, submitted, and approved
II. Whole Week Timesheet Template
1. Update Automatically
In this case, should not change any information in the timesheet sheet which is created from a whole week timesheet template because changing the information would not align with the logic here
2. Not Update Automatically
If the check box Is Automatic Update? is not selected, all information on the timesheet template will remain unchanged after the timesheet sheet is modified, submitted, and approved
