Timesheet Management - Cronologia

Francesco.bertuletti il 06:52, 8 giu 2018

2018-06-08T06:52:03Z

Francesco.bertuletti: /* Timesheet Manage Hours */

2018-05-23T07:07:14Z

‎Timesheet Manage Hours

Francesco.bertuletti: /* Timesheet Manage Hours */

2018-05-23T07:06:52Z

‎Timesheet Manage Hours

Francesco.bertuletti: /* Timesheet General Information */

2018-05-23T07:00:42Z

‎Timesheet General Information

Francesco.bertuletti: /* Timesheet General Information */

2018-05-23T07:00:24Z

‎Timesheet General Information

Francesco.bertuletti: /* Timesheet Billability */

2018-05-23T06:58:57Z

‎Timesheet Billability

Francesco.bertuletti: /* Timesheet Billability */

2018-05-23T06:58:40Z

‎Timesheet Billability

Francesco.bertuletti: /* Timesheet Billability */

2018-05-23T06:56:39Z

‎Timesheet Billability

Francesco.bertuletti il 06:55, 23 mag 2018

2018-05-23T06:55:12Z

Francesco.bertuletti: Created page with "== Timesheet == Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time a..."

2018-02-22T16:19:24Z

Created page with "== Timesheet == Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time a..."

Nuova pagina

== Timesheet ==
Timesheet is inserted by resource or from their manager to record the time spent on the activity to obtain a service costs and, if the sales contract is Time and Material the invoice detail.

The main feature available on timesheet are:
# Manage hours
# Manage Transfer costs
# Manage Group Declaration

Timesheet user interface can be split in the following session:
# Timesheet General Information
# Ticket information
# Resource Information
# Project Manager
# Manager

=== Timesheet General Information ===
The table below shown the general information present into the Timesheet.

{| class="wikitable"
! Field !! Content
|-
| <u>Creation date</u> || Date the Timesheet has been created
|-
| "Created by" || Timesheet creation Resource name
|-
| "Edit date" || Last Edit Date of Timesheet
|-
| "Edit by" || Last Resource that has modified the Timesheet
|-
| "Code" || Timesheet code, automatically assigned by system
|-
| "Resource" || Timesheet resource name. Project Manager can create a Timesheet also for their resources.
|-
| "Act. Date" || Timesheet Activity Date
|-
| "Purchase Role" || The system shown the list of possible ''[[Glossary | purchase role]]'' the resource is enable to at the activity date for the current '[[Glossary| project /service]]''
|-
| "Location" || This information identify the location where ''[[Glossary | resource]]'' activity has been performed
|-
| "Op.Status" || Timesheet Operative Status.Resource
|-
| "Purchase Contract" || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
|-
| "Adm. Status" || Timesheet Administrative Status
|}

=== Timesheet Manage Hours ===

Timesheet UI session is divided in three main section:

# Resource
# Project / Service Manager
# Manager

Based on user ''[[Glossary|role]]'' the timesheet sections are shown to the user.

Resource once inserted the Timesheet record has to set the Op. Status to "Declared" to enable it at system level. All the Timesheets in status "Inserted" are not taken in consideration in the cost management process. If an inserted Timesheet is no more necessary, can be moved in "Cancelled" status.

''[[Glossary| Project / Service Manager]]'' take in charge the "Declared" Timesheet to:
# Approve, changing the Op.Status in "Approved"
# Reject, asking the user to change it , modifying the Op.Status in "Change Required".

Resource is notified via email for a Timesheet to review, so he/she can process it.

=== Timesheet Manage Transfer Costs ===

=== Timesheet Manage Group Declaration ===

This feature enables the resource to declare on timesheet the group
they were working when they perform the activity.

Form the resource point of view in timesheet, will be possible to set the group
the user belongs to. This information can be used to profile costs per group of report.

To enable this feature administrator as to:
# Enable Group Declaration at company level
# Define a proper setting at service level

Enable Group Declaration at company level
in /General / Company tab Model Options / Timesheet there is a Group Declaration flag that enable the group management at company level

Project / Service setting
The enable the group declaration management at service level is necessary to configure
the following flags in Service Tab Settings / Timesheet:
# Mandatory group declaration
# Group Manager View
# Group Manager Approval

@@ Riga 39: / Riga 39: @@
 | <u>Location</u> || This information identify the location where ''[[Glossary | resource]]'' activity has been performed
 |-
-| <u>Op.Status</u> || Timesheet Operative Status.Resource
+| <u>Op.Status</u> || Timesheet Operative Status.
 |-
 | <u>Purchase Contract</u> || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.

@@ Riga 64: / Riga 64: @@
 Resource is notified via email for a Timesheet to review, so he/she can process it.
-For each ''[[Glossary|timesheet]]''  the resource can specify the '[[Glossary|purchase tariff]]'' that will be used to calculate the hours costs.
+For each ''[[Glossary|timesheet]]''  the resource can specify the ''[[Glossary|purchase tariff]]'' that will be used to calculate the hours costs.
 === Timesheet Manage Transfer Costs ===

← Versione meno recente		Versione delle 07:06, 23 mag 2018
Riga 64:		Riga 64:
	Resource is notified via email for a Timesheet to review, so he/she can process it.		Resource is notified via email for a Timesheet to review, so he/she can process it.

		+	For each ''[[Glossary\|timesheet]]'' the resource can specify the '[[Glossary\|purchase tariff]]'' that will be used to calculate the hours costs.

	=== Timesheet Manage Transfer Costs ===		=== Timesheet Manage Transfer Costs ===

@@ Riga 41: / Riga 41: @@
 | <u>Op.Status</u> || Timesheet Operative Status.Resource
 |-
-| <u>Purchase Contract" || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
+| <u>Purchase Contract</u> || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
 |-
 | <u>Adm. Status</u> || Timesheet Administrative Status

@@ Riga 95: / Riga 95: @@
 To enable the ''[[Glossary|timesheet ]]'' for billabilty is necessary:
-Valorize the Timesheet Manager section
+# Valorize the Timesheet Manager section
-Set the ''<u>Adm. Status</u>'' to billable
+# Set the ''<u>Adm. Status</u>'' to billable

@@ Riga 23: / Riga 23: @@
 | <u>Creation date</u> || Date the Timesheet has been created
 |-
-| "Created by" || Timesheet creation Resource name
+| <u>Created by</u> || Timesheet creation Resource name
 |-
-| "Edit date" || Last Edit Date of Timesheet
+| <u>Edit date</u> || Last Edit Date of Timesheet
 |-
-| "Edit by" || Last Resource that has modified the Timesheet
+| <u>Edit by</u> || Last Resource that has modified the Timesheet
 |-
-| "Code" || Timesheet code, automatically assigned by system
+| <u>Code</u> || Timesheet code, automatically assigned by system
 |-
-| "Resource" || Timesheet resource name. Project Manager can create a Timesheet also for their resources.
+| <u>Resource</u> || Timesheet resource name. Project Manager can create a Timesheet also for their resources.
 |-
-| "Act. Date" || Timesheet Activity Date
+| <u>Act. Date</u>|| Timesheet Activity Date
 |-
-| "Purchase Role" || The system shown the list of possible ''[[Glossary | purchase role]]'' the resource is enable to at the activity date for the current '[[Glossary| project /service]]''
+| <u>Purchase Role</u> || The system shown the list of possible ''[[Glossary | purchase role]]'' the resource is enable to at the activity date for the current '[[Glossary| project /service]]''
 |-
-| "Location" || This information identify the location where ''[[Glossary | resource]]'' activity has been performed
+| <u>Location</u> || This information identify the location where ''[[Glossary | resource]]'' activity has been performed
 |-
-| "Op.Status" || Timesheet Operative Status.Resource
+| <u>Op.Status</u> || Timesheet Operative Status.Resource
 |-
-| "Purchase Contract" || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
+| <u>Purchase Contract" || The system retrieve the actual ''[[Glossary|resource]]'' ''[[Glossary|purchase contract]]'' that will be used to valorise the time spent.
 |-
-| "Adm. Status" || Timesheet Administrative Status
+| <u>Adm. Status</u> || Timesheet Administrative Status
 |}

@@ Riga 96: / Riga 96: @@
 To enable the ''[[Glossary|timesheet ]]'' for billabilty is necessary:
 Valorize the Timesheet Manager section
-Set the Adm. ''''Status'''' to billable
+Set the ''''Adm. Status'''' to billable

← Versione meno recente		Versione delle 06:55, 23 mag 2018
Riga 90:		Riga 90:
	# Group Manager View		# Group Manager View
	# Group Manager Approval		# Group Manager Approval
		+
		+
		+	=== Timesheet Billability ===
		+
		+	To enable the ''[[Glossary\|timesheet ]]'' for billabilty is necessary:
		+	Valorize the Timesheet Manager section
		+	Set the Adm. ''''Status'''' to billable