Time Entry Worksheet Redesign
We would like to see a re-design of the time entry worksheet. The time entry grid is easy to follow, it would be great if the time entry worksheet could be something similar. The major complaint we are getting from users is that the line to enter a new entry is merged in the same section as Day 1 of that time sheet. It is confusing and difficult to work with, it would be nice if it was separated. In general though a more grid-like pattern would be easier as we often work on projects for multiple days. So if add a line for Customer A, Project X, I would like to be able to quickly add time across all days that week without having to add one line at a time (almost exactly like the time entry grid, as a PM though, many of my activities are meetings and emails, etc. and don't have a specific task lined up to them, so they don't appear in the grid)
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Thank you for your suggestion. The option to selectively add companies and projects to the grid might help with part of your request prior to a redesigned worksheet. We have updated the documentation for the Time Entry Grid to include the Group By Options and the Company Time Entries & Project Filter settings for these two options.
As a note to all interested in using this feature, the prerequisites for the time entry grid to accept entries directly to a company are set for each company in the Companies administration. The setting to enable time entries to be entered at the project level without a task selected are in the Time Entry Settings.
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Hi Wes,
I played with selectivity adding companies to the grid, this works nicely but doesn't give the option to select project so won't be overly useful to us. I also don't think a similar feature is there for projects, it appears like the project filter will just filter the tasks that are already showing up on the list. Therefore, I would still like the original request to stand as the team will continue to see the time entry worksheet as the most suitable tool and a simple redesign of it would help greatly.
Thanks,
Ashley
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Hi Ashley, Are you sure you have the box checked for "Show Project Time Entry input when grouping By Project" in the Group By options? That's a commonly-used setting and it worked in my testing. I can get online with you to test in your own workspace if that's not showing the time entry input for you.
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Hi Wes,
Yes, this is checked off. What I don't see is a listing of all projects that I put in the filter, this would be the ideal state, to see each of the companies and projects as a separate line the grid. Currently, I'm not seeing that. I can enable the companies to each have their own line, but don't see the projects under them. I'm available to go online, let me know what day/time works well.
Thanks, Ashley
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