Adding and Maintaining Timesheet Data
When you choose to add time to a submitted timesheet, an input screen appears:
Resource |
Enter or search for the resource logging the time.. |
From/To Date |
If amending an entry, only a single date appears whereas, when adding, default dates apply. In either case, you can change the dates. You can input a range of dates when adding so that the time you input is recorded for several dates. |
NOTE: |
Days to Include |
When adding data, you will specify the days of the week to which the input applies. By default, this is set to the normal working week of Monday to Friday. Click on the appropriate check boxes to set and unset the days and check ‘Exclude Non-Working Days’ to prevent time being recorded against holidays or similar days that are identified on the calendar. By using the ‘From/To Date’ and ‘Days to Include’ in combination, you can record several time entries with a single input. You may have done the same job on three consecutive days of the week. |
Department |
These entries only appear if specified through your login profile. If so, they may show the default settings for the selected resource. You may be able to enter or select different codes for which work was carried out. |
Role |
Each resource has a default project, activity and role. You can select others from the drop-down lists. These lists only show the projects that your login allows you to access and the activities and roles that apply to your resource and project. |
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You can only select a different role if change is allowed through your login profile. If not, your default role will always be used and is only shown if you are allowed to view it. |
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If the required project or activity is not listed, click Add Projects or Add Activities to find and select others that the resource has available. |
Task |
This entry is only selected if you chose to record work against tasks or assignments for the project. You will have set them up for the project or downloaded them from a linked Microsoft project plan. In this case, you can enter or select a valid task or assignment so that you can then record work against it for this project. Depending on settings, input may be mandatory and you can choose to include assignments that are marked as complete. In the case of tasks, you may be able to select all those for the project or only the ones to which the resource is assigned. This depends on the ‘Record work against’ settings (determined through Projects maintenance). |
Hours |
Depending on system settings, enter the new time as hours and minutes, hours and decimals or as a percentage of the original activity so that the time to record can be calculated. |
NOTE: Hours may be negative if permitted through your Login Profile). |