Location: View Timesheet
Overview:
Through this menu, it is possible to view the total of hours entered by the resources in a given period.
Specific buttons:
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Click on this button to analyze the result obtained from the search.
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Click on the arrow next to this button to configure and issue the desired simple or detailed timesheet reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.
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Click on the desired option to generate the Regular X Overtime X Capacity comparative chart or the Planned X Actual X Capacity comparative chart of the resource selected in the list of records. For further details about the chart configuration resource, refer to the Chart configuration section.
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Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the objects in which the resource entered time in the period selected in the second quadrant.
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Click on this button to change the main screen layout to two quadrants.
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Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the button to add filters.
For further details about the "Search panel" and other view operations, refer to the "User guide Views" section.
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In the Group field, select the corresponding option by which you wish to group the timesheets performed by the resources displayed in the list of records. In the Start and End fields, select the desired range of dates of the timesheets you wish to search.
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Click on the Add components button, select in the Search in field the object type (project or nonproject task, project, verification activity, calibration activity, meeting, isolated action, or action plan etc.) and in the Value field, the object in which the resource performed the timesheet you wish to search. To use more than one component in this search, use the Add components option at the bottom of the panel and repeat the procedure described previously. After adding the desired components, click on the Apply button.
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Search in: Expand the list and select the options that correspond to the objects in which the timesheet you wish to search was added to. Use the other buttons on the side of the field to check all available options and clear the checked options.
Hour types: Expand the list and check the corresponding options to indicate if the timesheet you wish to search are straight time and/or extras.
Approval status: Expand the list and check the options corresponding to the possible status where the approval of the timesheet you wish to search is found.
Billing: Expand the list and check the corresponding options to indicate if the timesheet you wish to search is billable and/or non-billable.
Comment: Expand the list and check the corresponding options to indicate that a description, explanation and/or comment was entered.
Updated by: Select the user who changed the timesheet you wish to search. Use the other buttons on the side of the field to fill it with the logged user data or clear it.
Highlight: Check this option for the days on which the time entered is above, below, or equal to the capacity of the resource hours, or that are overtime to be highlighted in the list of records. Use the buttons next to each field to select a different color to highlight the desired information and clear the field.
Display capacity column: Select this option for the system to display, in the list of records, a column with the capacity of hours that the user may enter in a given period.
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Use the fields of this filter to find the time you wish to search the task in which they were entered. To do that, enter the ID # and/or name of the task which the timesheet you wish to search was added to.
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Use the fields of this filter to find the time you wish to search through the object in which they were entered. To do that, enter the ID # and/or name of the object in which the timesheet you wish to search was performed.
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Click on the Add resource button and select the resource whose timesheet you wish to search. To use more than once resource in this search, use the Add resource option at the bottom of the panel and repeat the procedure described previously. After adding the desired resources, click on the Apply button.
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Click on the Add department button and select the department to which the resource whose timesheet you wish to search belongs to. To use more than one department in this search, use the Add department option at the bottom of the panel and repeat the procedure described previously. After adding the desired departments, click on the Apply button.
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Click on the Add position button and select the position exercised by the resources whose timesheet you wish to search. To use more than one position in this search, use the Add position option at the bottom of the panel and repeat the procedure described previously. After adding the desired positions, click on the Apply button.
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Click on the Add functional role button and select the functional role assigned to the resource whose timesheet you wish to search. To use more than one functional role in this search, use the Add functional role option at the bottom of the panel and repeat the procedure described previously. After adding the desired functional roles, click on the Apply button.
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Click on the Add attribute button and select the attribute associated with the resource type whose timesheet you wish to search, an operator and a value for it. To add more than one attribute in this search, use the Add attribute option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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Click on the Add attribute button and select the attribute associated with the Attribute Timesheet tab of the object type whose timesheet you wish to search, the operator and a value for it. To add more than one attribute in this search, use the Add attribute option at the bottom of the panel and repeat the procedure described previously. After adding the desired attributes, click on the Apply button.
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Use the fields of this filter to find the time you wish to search through the customer of the object in which they were entered. To do that, enter the customer ID #, name and/or code of the object whose timesheet you wish to search.
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Use the fields of this filter to find the time you wish to search through the comments performed when they were entered. To do that, enter the description, explanation and/or comments entered in the timesheet you wish to search.
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After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The system will list the results on the right side of the search screen.
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