Timesheets

Timesheets serves as the central hub for team member timesheets to streamline time tracking and ensure accurate reporting and forecasting. Timesheets enables team members to manage their personal timesheets, log work hours, and track time spent on internal activities such as meetings, company events, and team stand-ups.

This article covers:

• Accessing Timesheets
• Using Timesheets
• Creating a New Time Entry
• Managing Time-off

Accessing Timesheets

1. Click My Work in the navigation bar.
2. Select My Timesheets from the dropdown.

Using Timesheets

Register, edit, and delete time entries all in one place. Timesheets combines your calendar, timesheet, and AI-driven features to make time reporting easier and more efficient than ever.

Calendar View

The Calendar displays all time that you have reported.

• Weeks begin on Sunday or Monday, depending on the Language setting in your user profile.
  • (For Europe, week start is Monday. For US, week start is Sunday).
• Week Total is Registered Hours / Total Working Hours. 

Days appear shaded with the following colors:

• A warning icon appears for past weeks where total time registered is less than total working hours.

Timesheet View

Located below the calendar, your Timesheet consists of two main sections: Find Tasks and Timesheets.

Find Tasks

Find Tasks displays tasks and subtasks based on your current filter settings. Apply a filter or use the additional features to easily find tasks.  Enter time directly into the cell corresponding to the task and date.

• Search: Search for tasks by name.
• Eye: Show or hide columns such as Client, Phase, Project ID, Project Name, or Remaining Time.
• Favorite Tasks: Quickly access tasks you’ve starred.
• My Tasks: View tasks assigned to you that have due dates in the selected day/week or in the future.
• Filter: Filter tasks by Client, Project, Phase, Task Status, and more. Save filter configurations for future use.

Best Practice: Star your frequently used tasks, then use Favorite Tasks to access them when entering your timesheet.

Timesheets

Timesheets displays tasks and subtasks that have time registered within the selected time range as well as internal time entries and time-off. 

• Use Copy Previous Day/Week to duplicate your prior time entries for the current week.
• Reveal predictive AI suggestions based on your work patterns and machine learning models with Show Suggestions. 

Creating a New Time Entry

While there are several ways to register time in Forecast, Timesheets provides the most intuitive and comprehensive user experience.

To register time using New Time Entry

1. From My Timesheets, click New Time Entry.
   • When screen width ≥ 1720px: Create Time Entry opens as a side panel to the right of the calendar.
   • When screen width < 1720px: Create Time Entry opens as a pop-up centered over the calendar
2. Click the Search bar to find a task, project or internal time type.
3. Use Show All to filter by Task, Project, or Internal Time Type or enter a Task ID, task name, keyword, or select from Suggestions.
   
4. Complete the form by adding your hours and any notes for the time registration.
5. Click Save Time Entry. 

The new time entry will appear in Timesheets and on the calendar. The Timesheet Total updates to reflect all time entries and the total working hours for the week.

Managing Time-off

Time-off is registered by using Create or by creating a time-off allocation in People Schedule. When a schedule allocation is created, a corresponding entry will appear automatically in Timesheets. 

To register time-off using Create

1. Click Create at the top right of the navigation bar.
2. Select Time Off.
3. Complete the New time off form.
4. Click Add. 

Editing time-off requires appropriate permissions and can only be done through My Schedule or People Schedule. If you don’t have access to edit time-off or view either Schedule, a user with the necessary permissions will need to make the changes on your behalf.

To edit time-off from My Schedule or People Schedule

1. Navigate to the schedule.
2. Right-click on the time-off allocation
3. Select Edit to make changes.
4. Save.

• For detailed instructions on creating time-off allocations in People Schedule, see Managing time-off using schedule allocations.

Related articles

• Registering Project Time in Forecast
• Time Registration Helpers
• Using your Calendar Events inside Forecast (Beta)
• Managing time-off using schedule allocations
• Your personal Forecast profile