I like the Time and Expense layout that another staff member uses, how can I copy that to my workstation?

Time and Expense Layouts are the ‘spreadsheet-style’ area of the Time Entries and Expense Entries workspace.  Users can create custom layouts that include filters and subtotals that are very convenient for viewing and reporting on entries.

Plan Ahead

Ask your Juris Suite Administrator to create and copy several commonly needed types of layouts. This will make these items available to users who might not be comfortable creating their own layouts.

To copy a Time or Expense Layout

In order to share a layout, first the layout must be copied:

1. Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > My Time or View > My Expenses.
2. In the spreadsheet area of the Time or Expense workspace, click the Layouts button to open the layouts list unless the List is already in view.
3. Find the name of the layout that you wish to copy.  Right-click on the name and select Copy Layout >Copy Layout to Employee.
4. You may copy the Layout to the selected Employees.  Select which Employees the layout should be copied to by moving the Employee name from the Available Employees List on the left to the Copy to Employees list on the right side.
5. Click Save to save your selections and copy the layout to the Employees selected.

To View a Time or Expense Layout

After the layout is copied, employees that were copied to may use the layout:

1. Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > My Time or View > My Expenses.
2. In the spreadsheet area of the Time or Expense workspace, click the Layouts button to open the layouts list unless the List is already in view.
3. Find the name of the copied layout that you wish to view.  Click the name to view the layout.