Team & Manager Setup

Team Member

When thinking about our team and those providing timesheet information, we want to properly set up the their timesheet views and take into consider the level at which they report.

First level of reporting. When creating project templates and setting up your project plans, there’s a field called “Reportable” that dictates the level in which your end users report time against. When considering which level to use, think about how many work items you’ll assign to your resources, it’s generally best to keep your timesheet to no more than 15-20 items.

When creating and setting your views for timesheets, keep in mind the level you’re reporting at and the fields of data your end user needs to submit their time. It’s usually best to have the following:

  • Project
  • Name
  • Work
  • Remaining Effort

 

Managers

When it comes to managing your team’s timesheets, it’s mainly about visibility to keep up to date on your team’s activities via timesheet views and reports.

Timesheet View:

Use the timesheet view when need to see what your team is working on that week and see what hours they are adding. When setting up your timesheet view, it’s best to first enable the team panel in the view settings (upper right) and to start, use the following fields:

  • Project
  • Name
  • Work
  • Actual Effort
  • Remaining Effort

 

Reports:

Once a week is completed, it’s recommended that you create a report on your users that aggregates the timesheet data for that previous week. It’s also best to configure the scheduler in the report editor so you receive this data dynamically when you need it.

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