Configuring Time Tracking Settings

Revision as of 10:52, 13 March 2008 by Julia Decker (talk | contribs)

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Revision as of 10:52, 13 March 2008 by Julia Decker (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

1. Click the Applications, Time Tracking menu.

The Time Tracking application window is displayed.

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The following tabs are displayed:

  • New Timesheet – Create a new timesheet.
  • Drafts – List of timesheets that have been created, but not submitted for approval. You can edit any timesheet that is at the draft stage.
  • Submitted – List of timesheets that are in the process of being approved. You cannot edit any timesheet that has been submitted for approval.

If a timesheet is rejected, then it will automatically be moved back to the draft list from the submitted list.

  • Completed – The list of timesheets that have been submitted and approved. A user cannot edit any timesheet that has been completed. However, as a timesheet administrator you can roll back a completed timesheet.
  • Settings – Available only to the timesheet administrator to configure the application.

2. Click the Settings tab.

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The following settings are available:

  • Time Codes – you define a set of time codes used to allocate the time independent of the project. For example: design, consulting, or programming. This will allow you to summarize time in different ways.
  • Custom Fields – you can add custom fields to the timesheet items, and thereby gather additional information. For example, if you were to add a ledger type field you could summarize time by your company’s accounting codes.
  • You can choose to enter time in two ways:

Enter Start Time and End Time – Each timesheet item requires start and end time.

Enter Number of Hours – Each timesheet requires number of hours only.

3. Set the following time codes:

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4. Set the Entry type to Hours.

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5. Click the Save button.