Timesheet Section
The Timesheet Section enables users to generate and manage timesheets based on various criteria, including task, project, role, template, or designation. It helps in tracking hours worked and billing hours for tasks or assignments during a specific period.
Create Timesheet Modal
Fields
Timesheet Type
Dropdown to choose the type of timesheet with multiple options:
Task
Designation
Template
Project
Role
Select Contact
(Shown when applicable) Select a contact related to the chosen timesheet type
Date Range
Choose From Date and To Date to filter timesheet entries for specific periods
Users
Add one or more users to include in the timesheet report for team tracking
Actions
Cancel closes the modal without saving, while Next proceeds to timesheet entry view
Timesheet Entry Table
Timesheet Overview
Title Format: "TimeSheet – Task Sep 30 – Oct 06"
The Timesheet Report allows users to track and manage hours worked on various tasks with manual billing hour adjustments.
Entries Include:
- Task name and identification
- Start and end dates
- Total hours worked
- Billing hours for invoicing
- Manual adjustment capabilities
Task Details Example:
Task Name: "Create monthly marketing plan"
From Date: 01-10-2025 (starting date)
To Date: 07-10-2025 (end date)
Total Hours: 144:00 hours worked
Billing Hours
Editable Field: 144:00 hours
Billing hours can be manually entered in editable fields and modified as needed. These adjustments are reflected in the timesheet report for accurate invoicing and task tracking purposes.
Actions
Remove timesheet entries when needed
Create final report after updates
Once entries and billing hours are updated, use Generate to create the final timesheet report
Add Time Sheet Modal
Manual Timesheet Entry
This modal allows users to manually add timesheet entries with precise time tracking and task associations.
Fields:
Task
Dropdown to select a task from the system database
Start Date & Time
Date and time when the task began with precise timestamp
End Date & Time
Date and time when the task was completed or paused
Actions:
Add
Add the new timesheet entry to the main table for tracking and reporting
Close
Cancel the action and close the modal without saving changes
Types of Timesheets Explained
| Type | Description |
|---|---|
| Task | Generate timesheet entries based on individual task assignments with specific time allocations |
| Designation | Create timesheets filtered by user designations (e.g., Developer, QA, Manager) for role-based tracking |
| Template | Timesheets are created from predefined task templates for standardized workflow reporting |
| Project | Aggregate all tasks within a project for consolidated project-level timesheet reporting |
| Role | Track time by user role across multiple projects and tasks for comprehensive role-based analysis |