Entry Column management is located under Management-->Entry Columns (see figure 20.1).
Entry Columns include the selectable items within the dropdown selections located in users' timesheets, expense sheets, and custom entry sheets. They allow you to manage the selectable values for object dropdowns such as Activities, Pay Types, Bill Types, Expense Codes, Source, etc.



Figure 20.1. Entry Columns default page

To create a new item, you must select the create option for the Entry Column type from the navigation menu under Management-->Entry Columns (see figure 20.1). You will be directed to the Entry Column Creation screen for the selected column (see figure 20.3).

Figure 20.3. Entry Columns creation


Specify the name, description, and status of the item. 'Loggable and Reportable' indicates that the item is fully active (i.e. users can log time to this item and all time logged to this item can be reported on). 'Reportable Only' indicates that the item can no longer have time logged against it, but that any historical time, expense, or custom entries already logged will be displayed in reports. 'Hidden' indicates that the item can neither be logged against nor can it be reported upon. Next, select the Groups that will have access to the item when those users in the Groups log time, expense, or custom entries to the item. Furthermore, you may select whether the item will be automatically added to new Groups that are created. You may also specify values for any Custom Fields that the Administrator has setup for the items. When finished, click the 'Save' button.

Alternatively, on the Entry Column Creation screen you can copy the settings of another item by selecting an item and then clicking the Load button located at the top right corner (see figure 20.4). This will prepopulate that item's settings (with the exception of MS Project and QuickBooks Custom Fields) which you can use as a template of sorts. After clicking the Load button, you can modify the attributes that will be unique to the new item. When finished selecting and specifying attributes for the new item, you can simply click the Save button.



Figure 20.4. Copy Entry Column Items

To modify existing items, you must first specify the search criteria for the item that you wish to modify in the main management screen (see figure 20.1). From the search results you can click the name of the item to modify. You also have a few Batch Modification options which allow you to make changes to multiple items more efficiently. For example, you can select multiple items from the search results section and assign all the selected items to Groups in the Batch Modifications section. Similarly, you can select multiple items from the search results section and change the status of the selected items from the Batch Modifications section.



Figure 20.5. Entry Column batch modification

To delete an item, check the item to delete from the search results and click the Delete button (see figure 20.1).