Time planning

Introduction

From the Planning tab, add activity lines. The creation of a new line requires a unit of time, an activity, an employee, a start and end date, and a planned time.

On the case file, from the Planning tab, three buttons are available:

• Add new line;

• Add multiple lines;

• Remove lines.

Add a new line

Time planning allows you to plan time on a project or a business project.

Access: Project → Project / Business project → click on the Planning tab

Open the Planning tab. Here, you will have two options:

• Either create a new line by clicking on the button ‘Add a new line’.

• Or create multiple lines by clicking on the button ‘Add multiple lines’.

1. ‘Add new line’: click on the button ‘Add new line’.

2. A ‘Planned time planning’ pop-up window appears.

3. In the ‘Planned time planning’ window, enter a task.

4. If the unit of time is defined in hours, enter the planned time in hours. For example, enter 2 hours.

5. Enter an activity. For example, ‘Project manager’.

6. Enter the start and end dates.

7. Click on OK.

Add multiple lines

Time planning allows you to plan time on a project.

Access: Project → Project → click on the Planning tab

Access: Job costing → Business project → click on the Planning tab

1. ‘Add multiple lines’: click on the ‘Add multiple lines’ button.

2. A ‘Planned time planning’ pop-up window appears.

3. In the ‘Planned time planning’ window, enter a task. For example, ‘Writing’.

4. Enter an activity. For example, ‘Project manager’.

5. Enter the start and end dates.

6. % of time: for example, 30%. That is to say, 30% of the day will be allocated for the writing task (the percentage of time refers to the number of hours per day configured in the project).

7. Add lines: click on the ‘add lines’ button.

8. Planning tab: in this tab, you will find the planned lines. For example, you have three lines with a time unit equal to 2.10 hours. 2.10 hours corresponds to 30% of a working day.

note

You can also add time for a project in the Task tree tab.

Planning time on a task

It is also possible to plan time on a task. The missing information must be completed in the same way. Bear in mind that the Task and Time Unit are completed by default.

Click on the ‘Task tree’ tab.

1. In the ‘Task tree’ table, click on a task.

2. Planning tab: open the planning tab.

3. Add new line: in the Planning tab, click on the ‘Add new line’ button.

4. Planned time planning: the ‘Planned time’ pop-up window will open.

5. Planned time: enter the planned time. For example, 3 hours.

6. Activity: enter the activity. For example, project manager.

7. Start date/end time: enter the dates.

info

The planned time is transferred to the Time follow-up (Reporting tab).

caution

If you want this new activity that has been created at task tree level to be reflected in the Planned times table in the Planning tab, first open the Planning tab.

Then click on the cog icon on the right (table ‘Planned time’) and click on Refresh.

The new task will therefore be reflected in the Planned time table.

Time entry, time spent & computing project totals

There are three ways to enter time on a task:

• From the Timesheet in the MyHR app;

• From a Task assigned to you. The ‘Time spent’ button allows you to quickly enter time;

• From the Timer tab on a task file, it is possible to start a stopwatch. Once your task is finished, you can stop your stopwatch and enter the time in your timesheet. Click on the Reporting tab. Here, you will find all the times that have been calculated in the Time follow-up section.

In this table, you will find:

• The split time

• The updated time

• The planned time

• The time spent

caution

If you do not record it, the time that has been spent will be equal to zero.

• Remaining to be done: this time corresponds to the updated time. There are two ways to enter the time: via the task tree and via the timesheet.

caution

In the Reporting tab, you will notice that the time spent is always zero.

If the time spent is at zero, the timesheet must be validated for the time spent to be taken into account in the calculation.

• Via the task tree:

On the business project file, open a task tree tab.

1. Click on the ‘Task tree’ tab.

2. Click on the task that has been assigned to you.

3. Task: the ‘Task’ window will open.

4. Time spent: in this window, click on the ‘time spent’ button.

5. Timesheet line: the ‘Timesheet line’ pop-up window will open.

6. Duration: here, enter the time that has been spent. For example, you have spent half a day. This will be either 0.5 days or 3.50 hours (depending on the time unit).

7. Duration adjusted for customer: adjust the duration for the client, if necessary.

8. To invoice: tick the box ‘to invoice’, if this time will be invoiced.

9. Time spent: then click on the ‘time spent’ tab.

10. Refresh: click on the cog icon and then click on ‘Refresh’.

11. Tools: click on Tools.

12. Compute project totals: click on ‘compute project totals’.

caution

In the Reporting tab, you will notice that the time spent is always at zero.

Indeed, the timesheet must be validated for the time spent to be taken into account in the calculation.

• Via the timesheet:

Access: MyHR → Timesheet → find the timesheet with the clocking in/out.

Once you have found the right timesheet (for example, half a day / 3.5 hours), you can modify it.

1. To add more time to a project, click on + in the ‘Timesheet lines’ table.

2. Finish: click on the ‘Finish’ button.

Then return to the Project form.

• Project form

1. Click on ‘Tools’.

2. Click on ‘Compute project totals’.

3. Click on the ‘Reporting’ tab.

4. You will see that the spent time has been updated according to the time entered on the timesheet.

note

The progress time corresponds to the time that has been spent on the estimated time.

% consumption corresponds to the time spent once the time has been updated.