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Using Timesheets to update a Project

2,406 bytes added, 16:12, 13 March 2008
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=Overview=

In the proceeding artciles you will create timesheets and submit the timesheets to the project.

1. Click the [[Applications]], '''Time Tracking''' [[Menu|menu]].

The '''Time Tracking''' [[Application|application]] is displayed.

2. Click the '''New Timesheet''' button.

The '''New Timesheet''' window is displayed.

[[Image:Ajob109.png]]

The following fields can be set.

* '''Description''' – A general description of the work or period covered.
* '''Approval Process''' – The [[Workflow|workflow]] to be attached to this timesheet. The [[Workflow|workflow]] created in the previous article is displayed.
* '''User/Contact''' – Because you are a '''Timesheet Administrator''' you can select any resource. For non-administrators this field defaults to their name.
* '''Start''' – Start date for the timesheets to be created.
* '''Finish''' – End date for the timesheets to be created.
* '''Complete By''' – the name of the person adding the timesheet, either the [[User|user]], or a timesheet administrator.

3. Set the description to '''Weekly Timesheet'''.

4. Set the '''Start''' and '''Finish''' dates.

5. Click the '''Lookup''' button.

6. Lookup '''Robert Smith'''.

The '''Timesheet''' window will look as follows:

[[Image:Ajob110.png]]

* '''Timesheet''' items are added using the '''Quick Item Entry''' section of the screen.
* Once the entry is saved, it will be displayed at the bottom of the screen.
* If you need to create a batch of similar entries, you can use the '''Create Batch''' button.
* Because the resource selected is a team member, you can assign their time to any task in the project.
* If the [[User|user]] was not a team member, you could only assign their time to the specific tasks that they are assigned to.
* As the tasks displayed can be taken from multiple projects, the '''task''' combo box displays the name of each project and the name of each task, separated by a dash.

7. Set the task to '''LAN Installation''' – '''File Server Install'''.

8. Set the '''Time Code''' to '''Configuration'''.

9. Set the '''Date'''.

10. Set the '''Hours''' to '''8'''.

11. Click the '''Save Item''' button.

The item is added to the '''Item''' list.

[[Image:Ajob111.png]]

12. Set the same hours and task for the following day.

[[Image:Ajob112.png]]

[[Category:Project and Job Costing]][[Category:Applications]][[Category:System Management]]
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