Important to note that you won't be able to assign a team resource if the user doesn't have an Hourly cost, Weekly expected hours, Discipline or Grade. All of these can be added to a users profile in teams by an admin user.

Navigate to Resources

Select which of the Resource types to allocate

Select the + button to assign a resource to a line item

Select the user(s) or Asset(s) to be assigned then select update

This guide only applies to tenants with Asset Tracker activated

Select Asset Tracker

On the Asset tracker you can assign resources to Weeks during the project which can then be allocated to WIP for Invoicing

Select the Units/Price toggle to view the total/left in both units or price

Select the cell for the week you wish to book time to then add the hours

Lock the week(s) when all time has been assigned

This locked hours will now move to WIP ready to be invoiced

Select ‘Tracking’ form the Blue menu bar on the Left of the screen

You will land on your timesheet page. Here any Projects (and corresponding tasks) that you have been assigned to will appear on this page. If any are missing, reach out to the Project Manager/Admin to attach you to the Project

Select the Project you want to record time towards

Select the Task within the project

Add time on the appropriate days and add comments if applicable

You can type manually in the drop down menu to select the hours/minutes/days required. For example typing ‘4’ will give you 45m, 1.45, 2.45 etc or type 4h.

Repeat for all other tasks / Projects / non billable

Select ‘submit’ (day/week)

Once submitted, your billable time will be visible to the Project manager for review

For non-billable time only your Line manager can view and approve this, find your line manager from your profile via teams

You will receive a email notification if they reopen your time

You can copy your time from previous week. Only do this if your weekly activity is similar in nature to ensure data quality and simplify approval process

If you have Asset Tracker activated for your tenant ignore this guide

Navigate to ‘Software' or 'Equipment’ from white horizontal menu bar in the top of the screen

Select the item you want to manage and click ‘Manage’

Select the dates (From and To), days per week and Hours per day, The Total hours will get calculated automatically and if correct then select ‘Save’

Select ‘Submit’

Select sub heading ‘Expenses’ from white horizontal menu bar on top of the screen

Select ‘+ Add’

Complete details in the form

For project expenses, only expenses budgeted on work packages you are assigned will be available to use. If any are missing, reach out to the Project Manager/Admin to attach you to the Project.

Select submit or edit further if required using the 3-dots menu

Navigate to sub heading ‘Utilisation’ from white horizontal menu bar on top of the screen

Create your group if it does not yet exist by clicking ‘Add’, each user has a personal group view

Complete name of your Group and select team members in your group and ‘Save’

Team members for a Group can be edited after creation or deleted if not required

A date range can be selected manually through the calendar function. This can be for any date range from one day onwards

For each Group the average utilisation is shown as per the date range selected along with the utilisation for individual team members comparing non billable and billable time

PDF - The PDF will be a copy of the view on Proteus only displaying approved time and utilisation %

Excel - The Excel report will give a detailed view of each users time; booked, submitted, approved, utilisation % and missing time.

Navigate to sub heading ‘report’ from white horizontal menu bar on top of the screen

You have the option to download a PDF if you wish.

Select Project, type, period and filter then select ‘submit’