Entering activities

Users can enter activity data to view all workloads on a project or phase. This includes all the hours or days (depending on settings) entered by the user. Everything is consolidated at the level of the resource associated with the user on the project.

The timesheet entered is added to the theme Resources of the project once summed up by month, in representation completed. It is therefore possible to compare this representation with the target entered when the project was created.

There is a list of activity entries for all users: Activity entries

Access to activity entry can be pinned to the top right of the screen Pins.

For budgets: representation corresponding to the amount of expenses booked (asInvoiced") For resources: representation of activity entries

⚙️ Formula: RAF = capacity - completed For resource scheduling : this is the estimated number of working days remaining for the resource to complete its mission on the phase, from the scheduling date.

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

🚩

Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

🖇️

For more information: notion://custom_emoji/a24e5d14-db71-48bb-8066-1fd12a27b0c5/12a00e20-3c68-8063-ba13-007a6401ff44List of filter criteria

Modify density

Choice between Normal and High. With a high density, more entry sheets will appear in the list (without changing page). Lines will appear thinner than with normal density.

Export

This button instantly downloads an .xlsx file containing :

• the Wording of the resource
• the different weeks of the selected period ( period selector) with the entries of completed
• the completed of the resource per week
• the capacity of the resource for the selected period

Submit in bulk

By ticking several activity entries, you can submit them en masse. The status of these entries must be : Draft

Refuse en masse

This button allows the manager or resource manager to reject activity sheets at status Submitted.

The timesheet status (top left) changes from Submitted à Refused. An e-mail notification is sent to the resource so that it can make changes and resubmit the activity entry.

This action is possible for activity entry sheets for resources attached to the same structure level as the manager.

Mass validation

This button allows the manager or resource manager to mass-validate activity entry sheets at status Submitted. The status of the timesheet (top left) changes from Submitted à Validated.

This action is possible for activity entry sheets for resources attached to the same structure level as the manager.

Modify density

Choice between Normal and High. With a high density, more entry sheets will appear in the list (without changing page). Lines will appear thinner than with normal density.

Working week

By clicking on this button, Saturday and Sunday will no longer appear in the entry sheet.

Days described as not worked in the resource calendar (Monday to Friday) will remain visible in the sheet. Calendars

Week

By clicking on this button, Saturday and Sunday will appear in the entry sheet. This button is available in the contextual menu from the activity entry sheet, if the week displayed is the work week.

View by month

This button displays the monthly activity entry sheet. Activity entries - Activity entry sheet (month)

This button is available in the contextual menu activity entry sheet.

previous period

You can switch from one period to a previous period by clicking on this button. The current period will then be modified in the period selector - Retroactive mode

next period

You can move from one period to the next by clicking on this button. It is not possible to access the next period if the current period is the active period . The current period will therefore be modified in the period selector - Retroactive mode

Fold

To the left of a project line, this button folds the phases belonging to the project. To the left of a break line, use this button to fold the projects and phases contained in the break.

This changes the display only. Once the element is folded, it can be unfolded.

Unfold

To the left of a project line, this button unfolds the phases belonging to the project. To the left of a break line, this button unfolds the projects and phases contained in the break.

Folding a level

This button folds a level of lines: phases and projects. Only breaks will be visible, even though everything is folded. This button is accessible from the timesheet header line on the left.

Unfold a level

This button unfolds a level of lines: projects and phases. Only breaks will be visible, even though everything is folded. This button is accessible from the timesheet header line on the left.

Unfold all

This button unfolds all the lines: breaks, projects and phases added to the timesheet. This button is accessible from the timesheet header line on the left.

Fold everything

This button folds all lines: breaks, projects and phases added to the timesheet.

This button is accessible from the timesheet header line on the left.

Suggest remaining work

This button is used to show/display the remaining work for each day and each phase : it appears in gray on each box where remaining work has been planned. schedule le remaining work

Inform when work is finished

This button sends an e-mail to the resources assigned to this phase, notifying them of the end of work for the resource associated with the logged-in user.

Planning

This button links to the Planning theme in the project area of the timesheet line. Planning This button can be accessed from the contextual menu of a phase already added to the timesheet.

Export

This button instantly downloads an .xlsx file containing :

• the Wording project and phase
• the different days of the selected week (of the selected period ) period selector - Retroactive mode) with completed
• the total of completed for each day of the week: sum of project and phase entries
• the completed of the resource per week
• the completed of resource per month
• the remaining work of the resource

Contextual information

A tooltip is displayed when hovering over a project or phase added to the timesheet. For projects, you can see: status, start date, end date and description, as well as project attributes added to the view . For phases, you can see: parent phase , manager, status, start target, end target and message , as well as milestone attributes added to the view.

Add

This button provides access to a search engine for adding phases to the activity entry sheet. In principle, projects are added automatically, with all phases to which the resource is assigned and which have already started.

Register

Validates your changes. This may redirect you to the previous page on some screens.

Adding notes

Notes can be added to the activity entry sheet to provide more information about the activity carried out.

This button is available on every line of the timesheet.

A window showing the phase entry for the week currently being entered appears.

Visit Date shows you the day of the week on which to add notes, as well as a Load if not already seized.

The field Comment allows you to add information about the desired date.

The week displayed is the one displayed before clicking on Adding notes. To change it, if you have not entered anything, click on Canceland click on Apply if you want to save what was already entered.

It is possible to Close one day to reduce its size in the window and stop editing it. It is then possible to Edit again.

Once the fields have been filled in Cancel or Apply

Edit

This button allows the manager or resource manager to modify an activity entry sheet in status Submitted. The status of the timesheet (top left) changes from Submitted à Draft (after registration)

Remove

This button is used to remove a phase already added to the activity entry sheet.

A confirmation window will appear, asking you to confirm the removal of this phase from your entry. This button can be accessed from the contextual menu of a phase already added to the timesheet.

Add all phases

This button is used to add the other phases of the project already added to the timesheet. It is possible to add phases to which the user has been added. This button is accessible from the contextual menu of a phase already added to the timesheet.

Submit

The timesheet status (top left) changes from Draft à Submitted.

Your manager can then Confirm or Refuse this entry.

A confirmation message is displayed to ensure that the activity entry has been submitted correctly.

Confirm

This button allows the manager or resource manager to validate an activity entry sheet at status Submitted. The status of the timesheet (top left) changes from Submitted à Validated.

This action is possible for activity entry sheets for resources attached to the same structure level as the manager.

A warning is displayed: the activity entry sheet can no longer be modified.

Refuse

This button allows the manager or resource manager to reject an activity sheet at status Submitted.

The timesheet status (top left) changes from Submitted à Refused.

This action is possible for activity entry sheets for resources attached to the same structure level as the manager.

A window appears: an e-mail must be sent to the resource to notify them of any changes made to the activity entry sheet. If the resource modifies its activity entry sheet again, it will return to status Draft.

It is possible to check/uncheck notes entered on days and phases to help the resource know which entries need to be modified.

Disable

This button allows a platform administrator to invalidate an activity entry sheet with the status Validated. The aim is to be able to modify the sheet again (comment or completed entry). After modifications, the entry sheet will return to its status Draft The timesheet status (top left) changes from Validated à Submitted.