9. Time Sheets

Welcome to step nine of the getting started guide, Time Sheets. If you missed part eight feel to search 8. Budget.

This guide pertains to time sheets which is where you enter time for work being done that become your actuals. We will also touch on reviewing time sheets.

When you first log in to InScope you will likely land on the projects screen. Lets navigate to the Timesheets heading in the top navigation bar as highlighted below.

Now you'll be on the time sheets screen, this is where you can enter time for work you did or for other users if you have the permissions.

The first drop down field you will see in the top left is for Employee, this is where you will choose who you are reporting time for.

The next drop down field is for the Time Period you will be entering time for. You can set this is for as short or as long of a period of time as you need.

You may have multiple projects you are managing so the next selection is what project you are reporting the time to. Use the Select Project drop down menu to choose the project you will be reporting to. You can select another project in an additional row if you want to report time for another project in the same time period all at once.

After you have selected your project you can choose a scope element you have created to apply the time to. Use the scope element drop down menu to show you all the existing elements.

Activity code and Billing Category may have auto populated based on your selection and how you set your project up. Activity code could be changed from what you set the scope element as, in case you want to bill the time to a different activity code. Then for Billing Category if the user you are reporting time for has multiple roles on a project you could switch between which they are reporting as in the billing category.

Next you will use the calendar fields on the right to to enter the hours worked on the days you are entering for. As you do you can put in notes and a start time in the right hand panel. The blue lasso shows you what day you are putting in notes for or editing.

Once you have everything how you want it go ahead and click the green submit button on the top right and you will see a prompt asking you to confirm you want to submit your time entries. This is important for users that do not have permission to edit their time entries because once they submit if they need to make changes they will have to reach out to a role in their company that does have the permissions required to make edits on time entries.

Next we will review time sheet reporting. To get to reporting hover your mouse over the time sheets tab in the top navigation bar and when the drop down menu shows up click Reporting.

You will now be taken into the reporting side of the time sheets section.

In reporting you can use the left hand filters to narrow down whats displayed data-wise and search elements within a certain date range, project, scope element, or of a certain resource to better view the information you want to review.

The Grouping drop down menu allows you to group the results of your data by employee or project so you can better view the breakdowns as best for you.

You can click on a specific day in your time selection to review the notes or times related to the entry on the right hand side. The blue lasso shows you what day you have selected and are viewing the details of.

Also on the right if you scroll down past all the options you will find a blue unlock for editing button as highlighted below. This will allow you to edit a users time sheet entry if you have the correct permissions. Once unlocked you can add details, or modify any of the fields in that right hand pain to be as needed. To save your entry just click anywhere else and you will get a quick notification your modification has been saved. To re-lock the entry you will need to switch to the entry side of the time sheets section and submit the time sheet again. You can also delete the entry by clicking the red delete entry text now inline where the unlock for editing button was.

The last thing we will touch on in this guide is the reports function. To create a quick report of a specific type of information for review or client report, hit the blue Reports button near the top right corner as highlighted below. You can filter out all sorts of information similar to the filter section in case you want the report only to display your custom parameters for your specific scenario.

That's it you have now created, reviewed, modified, deleted, and reported on time sheets. We recommend continuing on to the next guide, Getting Started Guide 10. Activating a Project.