Using Project Plan Steps with Timesheet
This procedure describes how to add project plan steps to the weekly view of the Timesheet and how to record working time in them.
Content of the instructions:
Adding Steps to a Timesheet
In order to record hours for a phase of the project plan, the task must be added to the weekly view of the Timesheet.
Open the weekly view of the Timesheet.
Click on "+ Add" in the bottom left corner .
Project and task selection
Use the search box on the right side to search for a project, e.g. with the name of the customer or project.
Activate "My tasks" if you want to see only the customers and projects that you are responsible for.
From the drop-down menu, you can limit projects by employee – you can only see the projects where you have joint responsibilities.
Add tasks for a stage
Select the desired project from the "Add task" tab.
The tasks of the project and the phases of the plan are displayed.
Click on the desired step to see a list of tasks associated with the stage.
Add the desired tasks to the stage by clicking "+ Add" for each task.
When all the desired tasks have been added, close the view.
If necessary, you can delete all pinned tasks from the Timesheet by selecting "Delete Attachments".
Using Steps with Timesheet
Added steps and related tasks are now displayed in the weekly view of the Timesheet, and hours can be logged in them as usual.
Information displayed
The first line of the project plan shows the total budget (internal).
The line for each stage shows the possible date and the budget (internal) for the stage.
On the right side of the step, there is a "Done" button that can be used to mark the step as completed. When the step is completed, the button will be replaced by "Completed".
With the help of the timesheet, you can track the implementation of the budget in stages and mark the steps as completed directly in the posting.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.