Every individual can review and manage their personal timesheet, where they can register time, track their annual leave, sick days and internal time spent that has taken time out of their regular working hours (such as internal meetings, company events, stand-ups etc).
This article covers:
Viewing your timesheet
Register, edit or delete your time registrations all in one place. Coordinators, managers, controllers and admins also have the possibility to access the timesheets of other team members and add, edit or delete time entries on their behalf.
To view your personal timesheet
- Find the My Timesheets tab under My Work.
- In the Header located at the top:
- Choose a Team member from the dropdown (only applies to Coordinators and higher)
- Select the month
- Choose between daily or weekly view
- Export as CSV
- Hide calendar
- See the Calendar on the left-hand side.
- See the Time entry panel on the right-hand side.
- You can also find a list of tasks at the bottom.
Viewing your Calendar
You will find all your time entries displayed in the calendar, with them being color-coded based on the category. Here you can see:
- Time registrations for a day or a week.
- Days where all time registrations have been completed are filled out in blue.
- Days with some time registrations are only partially filled with blue.
- Days without time registrations are in all white.
- Days with time off are filled with grey.
- Weekends and holidays are marked with diagonal grey lines.
Registering time
Registering time can be done in two ways within your timesheet, via the time entry panel and the task list. Team members with the permission level of a Coordinator and higher also have the opportunity to register time on behalf of other team members by selecting them from the dropdown menu. Collaborators can only register time for themselves.
To register time through the time entry panel:
- Choose between task, internal time or time off.
- Next steps depend on whether you log time on a task or logging internal time/time-off
- If logging time on a task:
- Select the project and the task from the dropdown menu.
- Type in the time entry manually or use one of the 3 suggestions by the AI.
- Add additional notes.
- If logging internal time or time off:
- Select the category from the dropdown menu.
- Type in the time entry manually or use one of the 3 suggestions by the AI.
- Add additional notes.
- If logging time on a task:
- Click Add.
Below your calendar you will find the Quickly find and add section, which presents you with five (5) additional categories to make logging time on tasks easier:
- Suggested - task, internal time and time off categories suggested by AI.
- Starred - highlights your starred tasks.
- Recent - includes tasks that you have recently logged time on.
- Planned - tasks planned to be worked on during the day/week you have selected.
- In progress - tasks assigned to you with a workflow status set to in progress.
To register time on the task list
- Select one of the five categories.
- Select a task.
- Type in the time entry.
Managing your time entries
Time entries can't be edited or deleted if the parent project had already been invoiced.
To edit or delete a time entry
- Go to My Work.
- Click on My Timesheet.
- Select the day.
- Pick a task you wish to edit or delete.
- Click the three-dots icon.
- Choose edit or delete.
Comments
0 comments
Article is closed for comments.