In the week view you can easily enter work hours, absences and time entries and check your weekly totals for current and past weeks. Use the week navigation to move from one week to another and return to the current week by using This week button. Completing the week can be done with just one click (excluding weekends). The view is divided into three sections: Work hours, Absences and Time entries. Rows are ordered alphabetically by customer, project, phase and work type.
From the daily and weekly totals (current and last week) you can easily drill down to a report where entries (work hours, time entries and absences) are sorted by date. On the report you can edit and delete the entries, change the date of the entries and add internal comments.
When the resourcing add-on is enabled, you can see the amount of hours left/over the estimated value in the last column/cell.
In the work hours matrix you can always see rows that already have hours, absences or time entries. In addition you also have the possibility to define what else is shown in the week view to make entering hours even faster. If you mainly work with specific projects check and edit the week view settings so that projects are automatically shown in the matrix.
To enter hours even faster you can select rows to be shown in the weekly hour matrix. This way you don’t have to search for a project in the phase tree. When project or phase is marked as complete it disappears from the suggested rows so you don't need to do anything to update your view.
Suggestions based on my recent entries
Shows projects where you have added entries on previous week(s) or day(s). You can set the amount of weeks or days you want to use as basis. For example Rows from previous 2 weeks shows all projects/phases where you have added entries in the past two weeks.
Projects where I am resourced
When advanced resourcing add-on is enabled, you have the possibility to show projects/phases where you have been resourced to on that specific week.
Suggested work hours from my resourcing
When advanced resourcing add-on is enabled you have the possibility to see the amount of hours resourced for that day. The hours are shown as cursive with light blue background so it's easy to notice the hours.
My favorite projects
Shows projects you have marked as your favorite.
You can choose if weekends are shown in the matrix or not. Note, that even if you have chosen to hide weekends but have entered hours to Saturday or Sunday, hours are calculated in the totals.
Work hour entry description can be entered manually or it can be copied from the previous entry for that specific project/phase/work type.
Adding and editing entries
You can add entries to projects shown in the matrix by hovering your mouse over the project/phase on the wanted date. If hours already exist for that project/phase/work type, a green indicator will appear and you have the possibility to either edit the existing entry or add another entry by clicking the indicator. Add amount of hours and description if needed. If you have selected in the Settings to copy the description from the previous entry, the description is prefilled.
Work type comes by default primarily from phase/project and secondarily from user but it can be changed under More settings. There you can also enter an internal comment and mark the hours as overtime.
Editing an individual entry can be easily done from the matrix by clicking the amount. If you need to edit all entries for one row (move entries to another project or phase or change the work type) hover your mouse in the last cell and click Edit.
When hovering your mouse over the last column/cell edit row, copy row and delete row actions appear.
When the resourcing add-on is enabled, you have the possibility to see the amount of hours resourced for a day. The hours are shown as cursive with light blue background so it's easy to notice them. To change the suggested hours as actual work hours click to open the entry and Save.
Completing a day and week
In the week view you can either complete the whole week or complete individual days. When using the Complete week action, all days are marked as complete excluding weekends. If you need to do any chances after completing a day/week, you can either reopen the week or individual day/s. After you are done with the changes you can complete the week again (all open days are marked as complete).
Green color indicates that a day is marked as complete. When you need to reopen a day like that in the weekly view just click on the green icon on top of the column.
There are several indicators to give more information about work hours. This way you don't have to open an entry to see if it has internal comment etc.
- Internal comments: Speech bubble icon in the bottom left corner
- Overtime (when overtime is use): Clock icon in the bottom right corner
- Approval status (when work hour approval is in use). If cell has multiple values, icon indicating not approved is always shown so user immediately sees some action is needed.
- Approved: Green icon in the top left corner
- Not approved: Red icon in the top left corner
In addition there are also other indicators to ease your day:
- Public holidays are indicated with orange color (date) and gray background (cell)
- Absences like holidays and sick leaves are indicated with orange color
- Suggested hours (when using advanced resourcing add-on) are indicated with cursive and light blue background
- Completed days are marked with green background color