- the connected user has a resource associated with at least one phase,
- the user has rights to the project (right to view and enter completed data),
- The applied filters show the phases,
- The phase a code (if the setting is enabled in
Global configuration).
Create your data entry sheet
When you first log in, your activity entry page will be empty. This is because being a resource on a project does not mean that you will necessarily have an activity on that project. It is therefore necessary to create your own time sheet.
- Add a project or phases by clicking on Add.
- Select the project or phases for which you wish to declare an activity during the active period .
- Check selected phases.
Register your activity entry sheet.
- Optional : Remove a phase from my sheet. It is possible to remove the phase if it has no entries on the period from the contextual menu of the activity entry line.
A pop-up window appears.
Project phases appear.
Phases are added to your timesheet.
Select periods in your timesheet
The weeks of the active period are displayed in the header of the activity entry.
By default, the current week is displayed in bold (1).
To select another week, click on the desired week, and the entry dates will be displayed accordingly (2).
Simply click on the navigation arrows before the first week of the month (3) and after the last week of the month (4).
The active period is automatically modified accordingly in the period selector (5). Entry dates will be displayed according to the selected week (1).
Manage your Timesheet
Should I enter my activity in hours or days?
How to enter your activity in hours?
In your activity entry sheet, several project and phase lines appear.
Each of these lines is made up of a cell corresponding to each working day of the week.
You must enter in these cells the time corresponding to the duration of work completed on the project phase at this date.
Your platform is set up for time entry, so you will need to enter 1 for 1 hour.
If you worked on a single project during the day, you'll need to enter 8 hours on a single project. (depending on the number of hours worked per day in your organization)
If you've worked on several projects, you'll need to divide your hours between the different lines.
How do you enter your daytime activity?
In your activity entry sheet, several project and phase lines appear.
Each of these lines is made up of cells corresponding to each working day of the week.
You must enter in these cells the time corresponding to the duration of work completed on the project phase at this date.
Your platform is set up for day entry, so you will need to enter 1 for 1 day.
If you've worked on several projects in one day, then you'll need to divide that day between the various project lines according to the number of hours expected in a day.
For example, a day consists of 8 hours and you have worked 2 hours on the project "Setting up Project Monitor ", your entry will be :
- Or in decimal
0,25representative2h(8x0.25 =2) - Or in hours by entering "
2h"which will automatically transform into0,25
You can perform a quick search at project or phase level to find a phase or project more easily.
Comment on entry
You can add a note to your activity entry to provide contextual information on every line of your timesheet.
- Access your activity entry sheet.
- Click on Add a note.
- Enter or modify your initial entry for the week in the field
Loadfor each day of this phase. - Add your comment for the day(s) concerned.
- Click on Apply.
An add comment window appears.
View your progress
Three different alerts help you complete your activity entry.
Find alerts
- Day alarm
- For example, 4 hours have been entered out of the 8 hours expected, i.e. 50% of your entry has been completed. Your entry is partial.
- Weekday alarm
- The same principle applies, and the weekly colorindicator will be applied according to the same principles as the daily indicator.
- Alarm month
- All your entries made during the month update the entry progress in the gauge.
Month
Each entry is made in a cell on a project for one day. The sum of your entries is calculated for the day and compared with the number of hours expected for the day.
Each daily entry is summed up at weekly level and compared with the expected number of hours for that week.
Understanding alerts
A color code shows you the progress of your entry:
