Timesheet
The Timesheet module is used to record, manage, and monitor the time spent on projects, tasks, and daily work activities within the Time Management App.
This module helps users:
- Track daily working hours.
- Record effort spent on tasks and projects.
- Maintain accurate work logs to improve productivity tracking.
- Support reporting and billing processes.
- Monitor time utilization across teams and projects.
Accessing the Timesheet Moduleโ
To open the Timesheet section:
- Click the Menu (โฐ) icon from the top-left corner.
- Select Timesheet from the sidebar navigation.
Timesheet Screen Overviewโ
The screen is divided into the following sections:
- Header Section (Add Icon, Back Navigation, Search Icon).
- Timesheet Filter Tabs.
- Timesheet Overview Panel.
- Timesheet Details Panel.
- Swipe Actions.
- Floating Action Button (FAB).
Timesheet Filter Tabsโ
- All: Displays all timesheet entries.
- Active: Displays currently active or ongoing timesheets.
- Draft: Displays saved draft timesheets awaiting completion.
Timesheet Overview Panelโ
Displays records in a list format, summarizing: Timesheet Title, Project Name, Task Info, Logged Hours, Entry Date, Assigned User, and Priority.
Creating a New Timesheet Entryโ
Click the โ Add Icon or tap the Floating Action Button (FAB) and select Create. Fill in the information and click the โ Save Button.
Timesheet Creation Fieldsโ
- Account, Project, Subproject, Task, Subtask: Link the entry to specific organizational and work items to support accurate reporting.
- Priority: Importance level (Important/Urgent (1), Important/Not Urgent (2), Urgent/Not Important (3), Not Urgent/Not Important (4)).
- Time Tracking Mode:
- Manual: Users manually enter working hours.
- Automated: The system timer automatically tracks time.
- Timer: Features Start, Pause, and Stop buttons. Updates automatically while running and adds duration to the entry.
- Date: Working date for chronological tracking.
- Description: Detailed info about work completed, updates, resolved issues, and meetings attended.
Viewing and Editing Timesheetsโ
Select a timesheet from the overview list to display complete information in the Details Panel. To edit, open the entry in edit mode, update fields, and click Save.
Timesheet Status Managementโ
- Active: Currently ongoing or recently updated.
- Draft: Saved temporarily before final submission.
- Completed: Finished and finalized entries ready for synchronization.
Automated Timer Save as Draft Processโ
When using Automated tracking, clicking the Stop Button automatically opens the Add Description to Timesheet dialog box.
Dialog Box Actions:
- Displays total tracked time and allows users to enter work details.
- Save as Draft Button: Saves the tracked duration and description in Draft status. It is not finalized, but becomes visible under the Draft tab for future editing.
- Cancel Button: Closes the dialog without saving and discards the timer data.
Completing a Draft Timesheetโ
Draft entries can be finalized directly from the overview screen:
- Open the Draft tab.
- Swipe the required entry toward the left.
- Tap the โ Mark as Done icon.
A success message appears: "Timesheet is now ready to be synced to Odoo." The entry moves from the Draft tab to the All tab, changes to Completed status, and becomes available for Odoo synchronization.
Timesheet Swipe Actionsโ
Right Swipe Action (Delete):
- Reveals the Delete option to quickly remove unwanted or incorrect entries.
Left Swipe Actions (Quick Controls):
- Edit: Opens the timesheet in edit mode.
- Start Timer: Begins automated time tracking directly from the list; the entry may appear under the Active tab while running.
- Mark as Done: Finalizes a draft timesheet for synchronization.