The Timecard tracks hours allocated entries entered against each goal, action step or task. The Timecard provides statistics of the amount of time such as Hours to-date, Hours this month, and Hours this week that has been expended against the identified line item. Timecard entries are stored in the Goal Details View and People and Meetings view .
We will first discuss timecard entries for records.
Note: Hours Allocated found in the Statics bar above will only be populated with hours if hours are allocated. This is achieved by
allocating hours in the Resource Allocation tab.
To add a Time Card entry for a record follow the steps below:
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Generally, in the Main Workspace View, double-click the record or right-click on a highlighted record and select Edit Details
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Click the Timecard tab, if there are no previous entries, a blank window appears. In this case, right-click and select the Add menu option
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If previous records exist, you may see the entries with "red-locks" which means you can only view the entry and cannot make changes but can add new entries.
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To view an existing timecard entry, double click the record.
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To Add a new record, right-click and select the Add menu options as shown above
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Enter comments in the free form text field
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The date and time can be changed by accessing the calendar date picker
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You can make the time entry for yourself (the logged in user), or click the Who drop down to access a list of Users
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Working with Timecard Entries in the People and Meetings View
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Navigate to the People and Meeting View
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High-light a name and Right-click and select Timecard
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The display below illustrates hours for AmyM, you can modify existing hours, or add new hours
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Additionally, you can print the timecard by printing a selected record or a range of records by using the
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Shift or CTRL keyboard commands.
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When in the Print Preview, you can print, save, email or print the output to various formats.
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