Track progress using timesheets

Consistent with your organisation’s policies and procedures for Timesheets, you should record both time spent on specific projects, as well as time spent on non-project items such as training and vacation, on a daily basis.


To submit a timesheet:
 

Complete timesheet
 

  1. Under the Work area of the left navigation menu, select Current Timesheet.

     
  2. Validate the Timesheet period and adjust as needed using the back/forward buttons or the Data picker.

     
  3. Enter the appropriate number of hours into each cell on the timesheet to record time worked on Project and Non-Project Tasks.
  4. If applicable, add a comment to the entry using the comments bubble feature.

     

Add non-project rows to timesheet
 

  1. Add additional Non-Project rows into the timesheet by selecting +Add and then Non Project Time.

     
  2. Select the appropriate non-standard category.

     
  3. Record the hours into the appropriate cell on the Timesheet.

     

Add new project rows to timesheet
 

  1. Meet with your Project Manager to discuss the requirement for additional tasks. 


    Tip: Once the Project Manager has added the additional tasks to the project plan click refresh and load any missing default tasks from the right side of the Timesheet sub ribbon to add the new tasks into your Timesheet..

     
  2. If you are adding a task planned in the future, click + Add > Project Tasks then select and add the future tasks you wish to track time against in the current tiemsheet period.

  3. Record the hours into the appropriate cell on the Timesheet.

     

Save and submit the timesheet for approval
 

  1. Once all time has been recorded (for the day), click Save and Close to record the daily updated or click Save if it’s the end of the time periods and you’re ready to submit the completed timesheet for Approval.

     
  2. Once the timesheet is completed, click Submit for Approval on the bottom right of the screen to submit the timesheet to your timesheet manager for approval.  (Depending on organizational configuration, your timesheet may be auto approved, but you must still click Submit for Approval).


    Tip: Cicking the My Timesheets button from the command bar will display all your timesheets across multiple period.


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