The Branch Timesheets Screen
Those with Branch Timesheet View/Add/Edit permissions have the ability to view all timesheet entries for the branch. Also providing three sub-tabs for a given date range period - The Overview provides a week overview for this week and last week only. The Summary screen displays a top-level view of your timesheet entries, with a range of filters, while the Details screen provides you with your detailed breakdown, and the ability to edit branch entries. Both screens allow you to add another timesheet entry to the left.
The Overview sub-tab
This is a week overview to see all entries by week (this week and last week). There is an option to filter by user and/or project. You can also tick the box to include users without a timesheet if required.
In the overview, you will see the hours logged for your users for each day of the date range selected.
The Summary sub-tab
Displays a top-level view of your branches timesheet entries, for a given Date Period. With a number of filters:
- The Report Type filter allows you to view an overview for the given Date Period, or a specific persons entries
- The Users filter allows you to select a specific user
- The Projects filter allows you to select a specific or multiple projects
Each specific staff member entry includes the date, day, status, expected duration, the hours logged, any breaks, and a total of hours logged less breaks. It includes colour coding:
- Black/Grey entries show the total hours are as expected
- Green entries show hours are under the expected total
- Red entries show that the total hours exceed the expected hours
Given the date period you are viewing, a totals line at the bottom of the page displays a total of each column.
The Details sub-tab
Provides you with your detailed breakdown - with a wider range of search and edit options and displaying the first 50 entries by default. From the branch Timesheets screen you can:
- Add an entry - similar to the Timesheet Widget but includes the User Dropdown
- Export data to a CSV or PDF (as a portrait or landscape layout)
- Reset Filters
- Filter by Date - with enhanced date selection
- Filter by User Type (excluding Clients)
- Filter by Project
- Filter by Tags
- Click on the project name/number as a shortcut back to that project
- Click on the 'Notes Icon' to view Timesheet notes
- Click on the notes column header '+ | - icons' to Show All Notes or Hide All Notes
- Edit or Delete a timesheet entry
Each entry includes the date, the timesheet user, project (as a clickable link), client, tag details, start and finish times, total time logged, any breaks, and a total of hours logged less breaks. And the 3 dot action icon to edit or delete an entry.
Given the date period you are viewing, a totals line at the bottom of the page displays a total of each column. Enhanced date selection means, if you select a date range Monday 19th to Friday 23rd (a 5 day range), then change the start date to Monday 12th, the end date will automatically move to Friday the 16th - maintaining the 5 day reporting range.
TIP: Hover over the '?' tooltip to the top left for instructions/tips.
For instructions on how to create a bill from a timesheet entry, check out this How to Convert a Project's Time Sheet Entries to a Bill Rave Help FAQ
SETTING USERS DEFAULT BREAK TIME:
