Timesheet Flashcards

1
Q

Timesheet: You have your combination.

A

Your total is at the bottom.

So you can see how much time you’ve actually used in the day, I can see that I still need to book some time against the amount of hours, which I’m due but what’s really great as well is there’s an automatic Outlook integration.

I’m going to go back to my Outlook calendar. You know there’s various sessions here, discovery session, project update - Inmind.

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2
Q

Timesheet: When I click on my Outlook retrieval, it goes ahead and it takes that data and it puts it into my timesheet.

A

The great thing about this is we work with Outlook on such a daily basis and we plan our projects around there and we set up meetings but here, you can bring in the data and you can now assign this to specific projects.

So for example, I’ve got this specific one. Purely by double clicking on it, I can take the specific project that I’m working on. I can take my hour type. I want analyst. If you’ve got a specific expense that you’ve agreed with the clients, you can introduce that and when you save, it basically updates that Outlook agenda meeting into Unit4 PSA.

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3
Q

Timesheet: Now, we don’t want to show, for example, that we’re having lunch on a daily basis because that’s got nothing to do with anyone else.

A

So by just refreshing my screen, what happens is it just keeps my core data that i’ve imported and assigned to projects and it eliminates everything else and it gives me a clean environment to work from

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4
Q

Timesheet: It’s very easy to actually allocate time within the solution.

A

You allocate it on a project. It’s a click and drag environment. For example, today, I’m going to do this. I’m going to click it down like that so it’s a full area component.

What’s great as well is if you know that this is something that runs on a recurring basis, I can copy and paste that entry.

So it’s very easy to manage your time. Now that we’ve allocated some time, what we need to do now is to approve the time

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