Record and submit your Time
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 to
Select the Task within the project
Complete time on appropriate day and add comments as applicable
Notes:
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)
Notes:
Once submitted, your time will be visible to the Project manager for review
You will receive a 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
Record and submit Software/Equipment
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’
Record and submit Expenses
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
How do you view Utilisation
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’
Complete name of your Group and select team members in your group and ‘Save’
Notes:
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
You also have the option to download a PDF or XLSX as required
Generate a Project Timesheet Report?
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’
