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Planview Customer Success Center

Adding New Time Entries

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Introduction

Reportable work items can have time reported on them by their Resources. If there are no Resources defined, the Owner is assumed to be the default Resource.

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Adding New Timesheet Entries

Because reporting time is the most accurate way to track actual effort, you can enter time on tasks in the following areas of AdaptiveWork :

To add time in the Time Tracking module:
  1. Open the Time Tracking module from the left navigation menu.
  2. Open a timesheet.
  3. Click on a day cell to the right of the task where you want to record time.
  4. In the pop-up that appears, enter a Duration and any Comment that you feel is necessary.
  5. If the task is complete, toggle Mark Complete to On.
  6. Click Save.

The time you entered is recorded against the task in the timesheet.

To add time to a task displayed in a Calendar view:
  1. In the calendar, click on the time bar that represents the task. A pop-up with task details appears.
  2. Click Report Time in the pop-up.
  3. Complete the fields in the Add New Timesheet pop-up and click Save.
To add time to a task in the Tasks module grid:
  1. Open the Tasks module.
  2. Click on a task's row in the grid.
  3. Click Report Time at the top of the grid.

               

    TIP

    You can also right-click on a task and then click Report Time in the pop-up that appears.

               

  4. Complete the fields in the Add New Timesheet pop-up and click Save.
To add time to a task from a Task Details page:
  1. In the Tasks module, open the Task Details page by clicking on the name of a task.
  2. Click Report Time at the top of the page.
  3. Complete the fields in the Add New Timesheet pop-up and click Save.

 

To add time on behalf of a different User:

Admins can report time on behalf of a different user:

  1. Click on Timesheets from the navigation bar
  2. Click Change User
  3. Report time on behalf of the selected user
 
To add time for assigned Assets

Assets cannot log in to the system, nor are they considered User.

To create a time entry for Assets, please create a custom action on Work Items or Task (as applicable) as follows (min. requirements)

1. User Input > Create Variables

  • Reported By - Reference to Object=Asset (Mandatory)
  • Reported Date - Date (Mandatory)
  • Duration - Duration (Mandatory)

2. Set Actions > New Item (Timesheet)

  • $ReportedDate = Variable Name of Reported Date
  • $Duration = Variable Name of Duration
  • $WorkItem = CurrentObject()
  • $ReportedBy = Variable Name of Reported By (this field needs to be added by clicking Another Field... at the bottom of this section)

You may of course define additional variables and/or set-up a success message.

Assign Yourself to Work Items

In System Settings > Resource Management, you can define if and how people can assign themselves to work items created by others anywhere in the system. If the work item is reportable, they will be able to report time for work performed.

The options are:

  • Assigns the resource and splits the work
  • Assigns the resource with 0 units – 0 units will only be applied when assigned from Time Tracking or when creating a new Time Entry, otherwise the work will be split equally
  • Don't Allow

The default value is 'Assign resource and split work'.

Note: The system setting applies to all time-entry options (from Tasks, Timesheet module, etc.). Prior to the April 4, 2021 release, the 0 units option did not apply when entering time from the Timesheets module.

Click here for more on Time Report Settings