The Timesheet allows Users to view all of their Actions that are due within a given week. The User is able to log time & comments; view existing time already logged, view their Holidays for the period, complete actions as well as link through the Actions and Milestones. To access the Timesheet page, click on the ‘Timesheet’ button from the ‘Progress Pad’ Tab on the Mission Control Console, in the ‘Log Your Time’ section, or go directly to the Timesheets tab. If you have not logged any time for the week in view, no values will be visible in the hours fields. However, once you have entered time, when you subsequently revisit the Timesheet, those hours will be visible. You can log your time, use the start/stop time tracking functionality and submit your timesheets. Roles with the ‘Manage Timesheets’ or the ‘Manage Subordinate Timesheets’ permission can also manage timesheets for other Roles. The Timesheet features three tabs, which are: Timesheet Calendar Converter Approvals Timesheet The Timesheet is the main way of entering Time Logs against your Actions. The new Timesheet is illustrated below. To enter time, you simply add the number of hours in to the appropriate billable or non-billable field for the relevant day. Note: If you want to add time to an Action you have previously entered time against, simply increment the number in the time field for that action. To add notes to your time entry, double click the field you’re entering time in and the following modal will appear. Edit existing Time Logs You’re able to edit existing Time Log entries directly from the Timesheet. If you click the  icon, you’ll access the ‘Time Log Summary’ component, as shown below. From here, you’re able to edit or delete individual Time Log records. You can edit the Hours Completed, Non Billable, Overtime and Exclude from Billable Capacity checkboxes, edit the Notes as well as view the Approval Status. Chatter Feed If you need to collaborate with colleagues whilst on the Timesheet, you’re able to click the  icon to open up the Chatter component where you’re able to post on to the Action, Milestone or Project Chatter Feeds. Checklist Items You can access the Checklist Items relating to each Action displayed on the Timesheet by clicking on the  icon. Hours The Hours column only shows the hours allocated to you as the Action Owner or a Contributor, rather than the total hours allocated to the Action. Suggested Hours The ‘Suggested Hours’ feature divides the Hours Scheduled across the working days between the Start Date and End Date of an Action. The Suggested Hours are displayed on the Timesheet as grey numbers, as illustrated below: If you would like to convert the Suggested Hours into actual Time Logs, simply click the ‘Save Suggested Hours’ button at the bottom left of the page and it will create Time Logs for each individual Suggested Hours entry. Save & Submit Timesheet Where you are using the Time Log Approval functionality, new Time Log records you create will be set with an approval status of ‘Pending’. The ‘Save & Submit Timesheet’ button allows you to change the status value from ‘Pending’ to ‘Submitted’ for all Time Log records displayed on the Timesheet. When a User clicks the ‘Save & Submit Timesheet’ button, if the total hours logged is less than the target, they will be prompted to see if they wish to continue with the submit process. This notification can be turned off within the Timesheet Settings if required. Clone Last Weeks Timesheet If you work on similar Actions from one week to another, the ‘Clone Last Weeks Timesheet’ feature will work well for you. The ‘Clone Last Weeks Timesheet’ button, located bottom left of the Timesheet, enables you to open up a modal window that will display a draft view of Time Log records for this week, based on the Time Logs you created last week. Prior to saving the Time Logs, you can if required, adjust the dates, hours, notes, etc. You also have the option to delete individual Time Logs if they’re not required. Daily & Weekly Summary The Daily & Weekly Summary figures enable you to see the Total Hours as well as a breakdown of Billable, Non Billable and Holidays. You’re also able to view a total of the hours logged per Action. Quick Search Actions If you need to add an Action to the Timesheet in order to log time against it that week, you’re able to do so using the quick search feature: You can type in a string of text and the results will filter to show any Actions where the search string has been found in the Project, Milestone or Action. Once you’ve found the Action you would like to add, click the icon and that Action will be loaded into the Timesheet. Customisation Options To provide you with as much customisation as possible, the Timesheet has a Settings section that you can access by clicking the  icon. Within the Settings section, you’re able to configure your own personal preferences, based on the following: Data Settings Show Overdue Actions – setting this field to TRUE will display Overdue Actions as well as those Actions scheduled to be worked on this week. Hide Billable Row for Non-Billable Actions – setting this field to TRUE will hide the ‘Billable’ fields where an Action is set as Non Billable. Hide Billable Row – setting this field to TRUE will hide the Billable Row for all Actions. Hide Non-Billable Row – setting this field to TRUE will hide the Non-Billable Row for all Actions. Hide Non-Billable Row if ‘Hours Scheduled – Non Billable’ = 0 – setting this field to TRUE will hide the Non-Billable Row for any Action where the ‘Hours Scheduled – Non Billable’ field is 0. Hide Holidays – setting this field to TRUE will hide the Holiday Rows. Hide New Action – hides the ability to search for Actions not already loaded on the Timesheet Hide Save Button – hides the Save Timesheet button if a customer wants to enforce Users to always click the Save & Submit Timesheet button Hide Save & Submit Button – hides the Save & Submit Timesheet button if a customer does not use the approvals and wants to enforce Users to always click the Save Timesheet button Hide Suggested Hours – hides the grey ‘suggested hours’ values within the daily hours fields, along with the Save Suggested Hours button Hide Clone Last Weeks Hours – hides the ‘Clone Last Weeks Hours’ button on the Timesheet. Shade Non Working Day Columns Grey – setting this to TRUE will shade non working days grey Disable ‘Save & Submit’ Timesheet Notification – setting this to TRUE will prevent the User from receiving a warning dialog notification when they click the Save & Submit button and they have not logged sufficient hours Timeline Scale By default the Timesheet will show 1 week. This timeline scale can be adjusted to show 1 month. This is controlled within the Timesheet Settings, which can be controlled by the individual User or centrally on the Control Pad of the Mission Control Console. When set to 1 month, the User will scroll to the right to find the appropriate day to log time against. Hours Source By default, the ‘Hours’ column of the Timesheet will display figures relating to the hours allocated to your Role for the Action. For example, an Action may have 8 ‘Hours Scheduled – Billable’ and Mick Fanning maybe the Action Owner, but has Kelly Slater as a Contributor with responsibility for 6 hours. In this example, Mick would see a value of 2 in the Hours column. The Hours can be set to ‘My Hours’ or ‘All Hours’. The My Hours setting will display only your contribution. The All Hours setting will display all hours relating to the Action. This feature is controlled within the Timesheet Settings, which can be controlled by the individual User or centrally on the Control Pad of the Mission Control Console. Column Settings The Column Settings provide you with the ability to choose which columns you have visible on the Timesheet. For example, if you don’t want to see the ‘PAN’ column set the checkbox to FALSE and that Column will no longer appear on the Timesheet. Field Settings There is a provision for you to be able to include one additional field from the Action Object to be visible on the Timesheet. The field you select here will be displayed directly underneath the Action Name, as shown below: Time Log Information Modal – Custom Fields When logging time from the Timesheet, you can access the ‘Time Log Information’ modal to enter further information relating to the hours, such as Notes, relating the Time Log to a Checklist Item, setting it as Overtime, etc. You can choose to hide standard fields from the Time Log Information Modal. By default, the Modal provides Users with access to the following fields: Within the Timesheet Settings, you are able to select specific fields to be hidden, as shown below. You can specify up to 5 additional fields from the Time Log Object to be accessible from this modal. Users can set the fields they would like to be included in this modal from within the Timesheet Settings, as shown below. The Timesheet Settings by default can be managed by each individual User on their own Timesheet. However, if you wish to manage these centrally for your entire business, you can do so on the Control Pad of the Mission Control Console. Set the ‘Timesheet Settings Override’ field to TRUE and configure the settings as required, then click Save and these settings will be applied to every User’s Timesheet. Calendar Converter The Calendar Converter provides you with an alternative way of logging time by dragging and dropping on the calendar, or by converting Mission Control Actions or Salesforce Events you may have in your Salesforce Calendar. For example, if you’re entering events into your Google or Outlook Calendar to capture your project work, and syncing your Google or Outlook Calendar to Salesforce, these Salesforce ‘Events’ will be displayed on the Calendar Converter tab on the Timesheet, as shown below. To create a Time Log from any of these Event records, you simply need to click the  icon. This will open up the Time Log component that lets you select the Project / Milestone / Action, enter your Notes and then click the ‘Log Time’ button. Once the Time Log has been created, the Event on the Calendar Converter will be displayed in the Colour relative to the Project, so you’re able to identify that the Event has already been converted to a Time Log. Actions with Start Times Actions that have the Start Hour and Start Minute fields populated are visible on the Calendar Converter. You can identify an Action based on the icon displayed in the top right corner of the calendar entry, as shown below. To convert this into a Time Log, click the Action icon and it will open up the Time Log entry component, with the Action, Date and Hours Completed pre-populated as shown below. Once you have created the Time Log, the Action icon will be replaced with a red clock icon. Clicking on this icon will open the Time Log Summary component, enabling you to edit / delete the Time Log details as required. If you delete the Time Log, the Action icon will re-appear, enabling you to log time again if required. Drag n’ Drop to add Time Logs You can create a brand new Time Log entry simply by dragging and dropping the duration you’re wanting to log time for, as shown below. Once you stop dragging, the Time Log entry component will open with the Date and Hours Completed fields pre-populated. Once you select the Project and Action you can log your time and that new Time Log will appear on the Calendar, as shown below. Drag n’ Drop to edit Time Logs If you need to edit the number of hours, or the date of an existing Time Log on the Calendar, you can drag and drop to resize, which will change the ‘Hours Completed’ value, or from one date to another, which will change the Date. Approvals Time Logs can be put through an Approval Process. If using the approval process, Time Logs will not be calculated against the billable/cost values of a project until the Time Log has been approved. There are two approval options that can be used: Role Manager: On an individual’s Role record, you will be able to specify the ‘Timesheet Approver’. This field will link to another Role record and will be referenced on the Time Log record if ‘Role Manager’ approval is required Project Owner: The Role record specified as the ‘Project Owner’ on the Project will be referenced on the Time Log if ‘Project Owner’ approval is required. Both options can be set for each Project by ensuring the following Checkbox fields are set to TRUE. Each approval option contributes to the overall ‘Approval Status’ of the Time Log. The Time Log has three approval status fields as follows: Role Manager Approval Status Project Owner Approval Status Approval Status All fields are picklists with values: Pending Submitted Approved Rejected Both ‘Role Manager Approval Status’ and ‘Project Owner Approval Status’ fields must be set to Approved in order for the ‘Approval Status’ to be ‘Approved’. Once the master ‘Approval Status’ is set to approved, the Hours Completed Value (Billable) and Hours Completed Value (Cost) will be calculated and accounted for on the parent Action. If you do not wish to utilise this feature, simply ensure the Project fields ‘Role Manager Timesheet Approval Reqd’ and ‘Project Owner Timesheet Approval Reqd’ are FALSE. All Time Log records will automatically default to an Approval Status of ‘Approved’. A List View is available, which is called ‘Time Logs Requiring My Approval’. This list view will display all Time Logs where the ‘RM Approver Current User’ or ‘PO Approver Current User’ is TRUE. The columns displayed on the list view are: Project Name Date Hours Completed Notes Role Manager Approver Role Manager Approval Status RM Rejection Comments Project Owner Approver Project Owner Approval Status PO Rejection Comments The approving User will be able to review and approve Time Log records using the inline edit functionality within the List View. You can also submit all of your pending Time Logs in one go via the Timesheet. The Approvals tab on the Timesheet provides you with an efficient way of approving any Time Logs that are submitted for your approval. Note, the Approvals tab will only be visible on the Timesheet if you have Time Logs to approve. When you click on the Approvals tab, you’ll see a list of the people that you need to review / approve Time Logs for on the left-hand side of the page. Clicking on to one of the Roles listed will then display the Time Logs that require your approval, as shown below: The main section of the page will show you all of the Time Logs that require your approval. The Time logs are grouped by Project > Milestone > Action. The Date, Hours, Non-Billable, Overtime and Notes fields are visible for each Time Log. You also have access to the Time Log Chatter Feed should you need to collaborate with colleagues to clarify anything. There are sections for approval that is required as the ‘Project Manager’ or the ‘Role Manager’. You will only have the ability to approve as either of these, if you are specified as that approver. For example, if I’m not the Project Manager, but I’m the person’s Role Manager, I will only be able to approve the Time Logs as the Role Manager. There are Checkboxes to ‘Approve’ or ‘Reject’ the Time Logs, as well as a field for entering ‘Rejection Comments’ Approvals Tab Settings You are able to select which fields are visible on the Approvals Tab of the Timesheet. By default, the following fields will all be displayed: Within the Timesheet Settings, you are able to select specific fields to be hidden, as shown below. This can be controlled by individual Users by modifying their own Timesheet Settings directly on the Timesheet. Alternatively, if you are using the Timesheet Settings on the Control Pad to override individual User preferences, it can be managed there as well.