Reviewing Time Sheets

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.

This should get you started on reviewing time sheets for employees, as well as modifying them. This will help you keep all your time sheets up to date and reporting correctly for your projects.