Office Timesheets Help

Contents

Welcome

About Office Timesheets

Features

Versions

System Requirements

Installing Office Timesheets

Office Timesheets Server Installation

Installing Office Timesheets with Microsoft SQL Server Express

Accessing Office Timesheets

Logging into the Office Timesheets Self-Installed Version

Logging into the Office Timesheets Hosted Version

Logging out from Office Timesheets

The Office Timesheets Application Interface

Configuring Office Timesheets

Setting Time Entry Options

Setting Company Information

Configuring E-mail Settings

Setting Auditing Options

Implementation of Auditing in Office Timesheets

Changing Regional Settings

Assigning Regional Options Settings to Other Users

Setting Up User Accounts

Understanding User Accounts

Adding User Accounts

Viewing or Changing User Account details

Resetting a User’s Password

Deleting a User’s Account

Changing your Password

Controlling Access with Security Policies

Understanding Security Policies

Using Security Policies

Creating a New Security Policy

Selecting the Interface Options

Providing access to Element-related Functions

Providing access to Task-related Functions

Providing access to Entry-related functions

Providing access to Lock-related functions

Enforcing Time Entry Options

Enforcing Regional and Language Options

Saving the Security Policy

Using Security Policies to allow members from different groups to share data

Making Changes to a Security Policy

Deleting a Security Policy

Configuring Password Options

Password Options for Office Timesheets Hosted Version

Password Options for Office Timesheets Self-Installed Version

Setting Up and Managing Processes

Understanding Office Timesheets Data and Process Framework

Defining the Elements to Track Time and Expense Entries

Defining Custom Fields for the Task Elements

Custom Field Types

Defining Task Rate Field Labels

Customizing Task Status Values

Customizing Entry Status Values

Customizing Approval Status Values

Defining Rate Table Labels

Holidays and Holiday Groups

Creating a Holiday Entry

Viewing or Making Changes to a Holiday Entry

Deleting a Holiday Entry

Creating a Holiday Group Entry

Viewing or Making Changes to a Holiday Group Entry

Deleting a Holiday Group Entry

Defining Task Rules and Dependencies

Understanding Approval Process Workflows

Managing your Approval Process Workflow

Adding an Approval Step Entry

Specifying the Email Notification Settings

Setting Time Entry Status Fields

Setting Expense Entry Status Fields

Saving the Approval Step Entry

Viewing or Making Changes to an Approval Step Entry

Deleting an Approval Step Entry

Managing Reporting Periods

Adding a Reporting Period

Specifying Timesheet Rules for the Reporting Period

Specifying Employee Notification Settings

Specifying Manager Notification Settings

Saving the Reporting Period Entry

Viewing or Making Changes to a Reporting Period Entry

Deleting a Reporting Period Entry

Employees and Employee Groups

Adding an Employee Entry

Setting the Pay Rates for the Employee

Assigning the Employee to One or More Groups

Specifying Dependent Element Items and Groups

Entering Other Details about the Employee

Saving the Employee Entry

Viewing or Making Changes to an Employee Entry

Deleting an Employee Entry

Creating an Employee Group Entry

Viewing or Making Changes to an Employee Group Entry

Deleting an Employee Group Entry

Element Items and Element Item Groups

Adding an Element Item Entry

Assigning the Element Item to one or more Groups

Specifying Dependency Element Items and Groups

Entering Other Details About the Element Item

Saving the Element Item Entry

Viewing or Making Changes to an Element Item Entry

Deleting an Element Item Entry

Creating an Element Item Group Entry

Viewing or Making Changes to an Element Item Group Entry

Deleting an Element Item Group Entry

Expense Items and Expense Item Groups

Adding an Expense Item Entry

Assigning the Expense Item to One or More Groups

Entering Other Details About the Expense Item

Saving the Expense Item Entry

Viewing or Making Changes to an Expense Item Entry

Deleting an Expense Item Entry

Creating an Expense Group Entry

Viewing or Making Changes to an Expense Group Entry

Deleting an Expense Group Entry

Managing Timesheets, Expenses and Task Entries

Viewing your Timesheet

Timesheet View

Day View

Time Clock View

Viewing your Expense Sheet

Configuring the Timesheet and Expense Sheet View

Adding Task Entries

Viewing or Making Changes to Task Entries

Copying Tasks between Timesheets

Adding Time Entries

Directly Typing Values into a Cell

Using the Time Entry Dialog Box

Using the Timer

Using the Day View

Using the Time Clock View

Viewing or Making Changes to Time Entries

Adding Expense Entries

Viewing or Making Changes to Expense Entries

Mass Updating Task, Time, and Expense Entries

Examples of Using Mass Update

Example—Marking Expense Entries as Billable

Example—Marking Time Entries as Overtime

Example—Rejecting All Submitted Timesheets and Expense Sheets

Example—Changing the Standard Pay Rate

Example—Changing the Due Date for a Task

Example—Marking a Project as Completed

Appendix

Using the Date Picker

Using the Select Element Dialog Box

Using the List Items Dialog Box

Home > Managing Timesheets, Expenses and Task Entries > Adding Time Entries > Using the Time Entry Dialog Box

Using the Time Entry Dialog Box

You can use the Time Entry dialog box to make time entries. This is useful when—

There is already an entry in the cell; or
You want to also enter other details for the entry such as the start and end time for the task, the status of the task etc.

Note: While making a time entry, you cannot change or select any of the task elements (in the Task Elements panel). This is because you are making the time entry for an existing task. If you want to change the task details, click Cancel to close the Time Entry dialog box, and double-click on the task (in the left-half of the timesheet).

To make time entries using the Time Entry dialog box:

Click on Timesheet in the View Sheets tab, to open your timesheet.
Click on a cell in any date column.
Click on the Add Time Entry button.

The Time Entry dialog box will appear.
In the Time entry data panel, specify the start time and end time for the task. Office Timesheets will automatically calculate the Time spent on the task.
In the Time entry data panel, specify the start time and time spent on the task. Office Timesheets will automatically fill in the end time for the task.

Note: If the Start time and End time fields are not visible, uncheck the Time Spent Only check box.

Make other selections in the Approval status and Status Fields panels.

Note: These items will only be visible if the Security Policy assigned to your account permits you to make these entries. (See Controlling Access with Security Policies for more information.)

Click the Notes button to display the Notes panel.
Type any notes or comments about the time entry.

Click on the Save & Close button to save the entry and close the Time Entry dialog box.

OR

Click on the Cancel button to return to the timesheet without saving the entry.

Note: While trying to save the entry if you get the following error message:

"This entry cannot be saved without an existing task because of insufficient security rights"

...it means that the Require existing task check box is checked in the Entries panel of the Security Profile attached to your user account. If this setting is checked, Office Timesheets will allow you to create an entry against an existing task only. (See Controlling Access with Security Policies for more information about Security Policies.)

Note: If you have added a note to the entry, Office Timesheets will display a red square symbol in the cell to remind you that there is a note attached to the entry.

See also

Directly Typing Values into a Cell
Using the Timer

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