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Time Dashboard Overview

Introducing a time tracking dashboard that provides a swift overview of users’ billable entries for the day, week, and month. Users can seamlessly add, edit, or delete billing entries and make modifications within existing entries directly from the time tracking calendar. Blank dates on the calendar indicate that no time has been recorded for the currently logged-in user or any other users, depending on selections made through filtering.

Note: The visibility of time entries for other users on a specific date is subject to the permissions of the logged-in user.

Highlighted Dates on the Time Dashboard:

Specific dates on the time tracking dashboard will be marked with a number in blue, indicating the number of hours captured for the selected user or other users on that particular date; depending on the filters selected.

Weekly and Monthly Totals Summary:

At the end of each week, a totals table will provide a comprehensive summary of the total hours recorded for both the user and any other users included in the filters.  Please note that the hours of users who have not been filtered in will be excluded from the time-tracking dashboard.

The sum for each month will be presented as Totals at the bottom.  

  1. On the left-hand navigation panel, click on Time. 
  2. Underneath Time, click on the Time Dashboard.

Edit the filters to personalize your Dashboard View

FILTERS: 

  1. Select Timekeeper:
    • Select all timekeepers you’d like to view on your dashboard or toggle All to view all timekeepers.

 

2. Timecard Status:

    • All: View all timecards for the selected timekeepers with the following statuses; Unbilled, Hold, and Billed.
    • Unbilled: View all unbilled timecards for the selected timekeepers.
    • Hold: View all timecards on hold for the selected timekeepers.
    • Billed: View all billed timecards for the selected timekeepers.

3. Once you’ve selected your filters, be sure to click ‘Apply’ to view the selected filters and results on your time dashboard.

 

Adding Time

Add billable time entries with ease by clicking on the +Time in the top-right corner of the Time Dashboard. The billing user defaults to the currently logged-in user.

Editing Time

  1. Effortlessly modify any time entries by clicking on the day of the corresponding timecard.
  2. Scroll down to review all timecards associated with that date.
  3. Click on the three dots to the right of the timecard, and click Edit to edit the timecard details.
  4. Save the updated timecard.

Billable entries by day at a glance

  1. Effortlessly view all time entries by clicking on the day of the corresponding timecard.
  2. Click on the < arrow in the top right to expand and view all billable entries from the day selected.
  3. View all billable entries in further detail.

Exporting Time Dashboard

  1. Click on Export in the top-right corner of the Time Dashboard
  2. Choose from the available export settings.
  3. Click Export. 

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