Timesheets > [Timesheet name] > Enter time Modify | Shift bi-weekly time periods by one week To enter time into a timesheet: 1. Select the appropriate time type(s) from the drop-down menus. (Note: You can choose to have your clients/projects, services, and tasks appear in drop-down menus on your main timesheet grid by going to My Account > Company > Settings, and checking the appropriate boxes in the "Timesheet options" section of the "Settings" dialog. The services drop-down will not appear, however, unless you create one or more services; the task drop-down will not appear unless the user has assigned tasks in Projects.) 2. If you have enabled the client/project, services, and/or task drop-downs, make your selections. 3. Enter (by time type) the number of hours worked in the appropriate date cells. Enter partial hours as decimals, i.e., 5.5 hours, not 5 1/2 hours. 4. Click on the blue buttons assigned to the date cells you use, and enter a description of the work activity and/or notes, if desired. You can also correlate the time entry with any relevant drop-downs not appearing on the main timesheet grid.* 5. Once you've made your entries in the description form, click on "Ok." You will then return to the timesheet grid. 6. Repeat this process until you have accounted for all your work hours for that week, and then click on "Save." Important: Buttons for date cells with entries in the Description, Notes, and/or drop-down fields available in the pop-up dialog will turn green once the timesheet has been saved; however, entries in date cell description windows will not be saved unless you have entered hours in that date cell. Note: Users with the role privilege "Customize forms" can modify the information that appears on all timesheets by clicking the "customize" link at the bottom of any timesheet (Timesheets > [any subtab] > [select a timesheet] > Enter time). Any changes will impact all timesheets for all users in the account. Currently, the only customization options are Message and Message Location. Example usage: create a message, placed at top or bottom of form, with codes to assist in time entry. *Note: Approved timesheets cannot be changed. 1. Click on the "Timesheets" tab, and then on "Open timesheets" (or "All timesheets"). 2. Click on the name of the timesheet to which you want to make changes. 3. Make changes or additions to the relevant date cells and description fields in the timesheet grid by following the same procedures as in entering time into a timesheet, above. (Note: You *cannot* make changes to a date cell that is surrounded by a solid blue rectangular field. The blue field indicates that the hours in the date cell have already been charged to a client invoice. See also "To modify a timesheet" for instructions about renaming a timesheet and making other kinds of *global* changes.) 4. Click on the "Save" button. How would I estimate the remaining work hours I have left on tasks for which I have entered time? How would I view a timesheet report? |