Time entry for tasks may be entered in a grid format using My Insight and clicking on Time Entry Grid within the Time section.
Each time entry period (weekly, monthly, etc. depending on the setting predefined by your administrator) will only contain those tasks assigned to you in that period. For example in the image below, there were only 3 tasks assigned to this person during this particular week. Access to other weeks can be reached through the use of the Previous / Next Week links.
Time entered in the grid will also be viewable from the Time Entry Worksheet.
Using the Icons (top right corner)
Using the page display icon in the upper right corn will allow you to customize Page Display Options on your Time Entry Grid however, be careful not to remove any columns that your administrator deems critical.
Using the Save icon will save the work you have completed within the time sheet.
Using the Time Sheet icon will open a dialog box to submit your time sheet.
Previous Week | Next Week
The Time Entry Grid gives the ability to move backwards and forwards through the previous and next weeks. Clicking either will then display the week so that you can put time in other than just the current week.
Name is the name of the task assigned by the project manager. Name is a link that you can click on and go to the Task Details page.
My Work Hrs is the total number of hours originally assigned to you for the task.
% Complete or Work Status Depending on how your administrator you will see either % Complete or Work Status.
- % Complete is an integer from 0-100. If you have completed the task, enter 100% and the task will be closed. Otherwise, enter an approximate % of the work you have completed as of the end of the time period.
- Work Status is a drop down of predefined statuses configured by your Administrator. If the fields are not clear to you, please discuss them with your Project Manager or Administrator for clarification.
Time Code is a drop down of predefined codes configured by your Administrator. If the fields are not clear to you, please discuss them with your Project Manager or Administrator for clarification.
Days of the Week are shown along with the corresponding date for that day. Entries can be made for each day that work was performed. As you click into the box for entering time, you'll notice a blue tab appears at the top left of the box. If you click on the tab, you will be able to enter a description for your time. Depending on how your administrator has configured Project Insight, the description may or may not be required.
Total all the time you enter is then added up and displayed at the end of the row.
Group By Options
Show Project Time Entry input when grouping By Project is available for time entry directly to a project without selection of a task. You must check the box and set Project as a group by option.
Company Time Entries & Project Filter
Company Entries selections will place those companies on the grid for entry directly to the company. most commonly your own company, for entry with selection of a project or task.
Entered Sub-totals shows the time entered during this particular session. You can enter time to the grid many times prior to submitting it. Some organizations prefer time be entered each day, others once a week.
Unsubmitted - Actual Sub-totals shows time that has been entered during other sessions but not yet submitted.
On Other Time Sheets - Actual Sub-totals allows you to see time entered for the tasks on other time sheets.
Totals is a total of all time for the tasks for the day.
Save will save and take no further action.
Save & Submit Time Sheet will save and open a dialog box to allow you to submit the time sheet.
Save & View Worksheet will save and then open your time sheet in Worksheet View.
Cancel will close the time sheet without saving your entries.