As a TM, I can report my timesheets
Team Members (TM) can report timesheets at tab TIMESHEETS. First, they need to prepare the grid for the week:
They can set as many timesheet rows for a week as they need. Follow these steps for each row:
- Click button [New Row]
- Choose Business Unit, Project, and Work Package
- Click button [Add]
Click button [All Rows] to automatically load all possible assignments for this week:
Any row can be deleted by clicking the “Delete” icon [🗑️] on the right:
Click button [Auto Fill] to automatically initialize the row with maximum hours allowed each day according to the assigned work calendar.
Click the button [Save] to save the right values. Actual work hours for the current week, or any other week, can be saved any time. Timesheets are effective only after clicking the button [Submit].
There are 4 possible timesheet statuses for a day:
- In Progress: User has not yet submitted a timesheet to the project manager.
- Submitted: User has submitted a timesheet to the project manager.
- Approved: Project manager has approved timesheet.
- Rejected: Project manager has rejected timesheet.
Click the button [Submit] to send data to the project manager for approval. Users can only edit “in progress” or “rejected” timesheets.
There are 4 possible timesheet statuses for a week:
- In Progress: Some timesheets of the week are in progress.
- Submitted: All timesheets for the week are submitted.
- Approved: All timesheets for the week are approved.
- Rejected: Some timesheets of the week are rejected.
Click button [Day] to see details of the timesheets for a day. Each row is a different assignment (project/package):
Click the “pencil” icon to edit timesheet details and change start or finish hours, or to add an explanation for the project manager:
Users can also attach files concerning the work done and the hours used. A medical leave document could be attached, for instance.
Team Members (TM) can report timesheets with the mobile application. Click the tab Timesheets, select the day, click the “plus” icon [+], select one of the possible assignments, and update Duration:
If needed, enter start and end time. Use the field Notes to add an explanation to be read by the project manager:
Click a day to see the timesheets reported for that day. Click the “information” icon to see a summary with the hours for this [Day], this [Week], this [Month], and [Today]:
Work hours can be entered any time, but they will be effective after submission:
Click the “menu” icon to submit the hours for the day [Submit Day] or for the week [Submit Week]. User can only edit “in progress” or “rejected” timesheets.
Time can be tracked automatically, via web or mobile application, using the timer icon.
You can start tracking time for assignations with the timer (icon is green) only if:
- Assignation is added to the timesheet grid for the week.
- Timesheet status for the day is “in progress”.
- System hour is within the calendar working hours.
If the conditions are met, you can click the timer (icon turns red) to track time. Click again (icon turns green) to pause tracking time.
If timer is running, you can see the timer icon in timesheet detail:
Frequently Asked Questions
What is the minimum requirement to track time using the timer feature?
The assignment must be in the timesheet grid, the day must be “in progress,” and the system time must fall within working hours.
Can I edit timesheets after submission?
No, only “in progress” or “rejected” timesheets can be edited.
What statuses can a timesheet have?
Daily and weekly timesheets can be In Progress, Submitted, Approved, or Rejected.