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Version: 8.2

Time planning

Introduction​

On a business project file, click on the ‘Show planning’ button in order to open the Planning tab. In the Planning tab, you can add new 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 business project file, in the Planning tab, there are three buttons available:

  • Add new line;

  • Add multiple lines;

  • Remove lines.

Add a new line​

Time planning allows you to plan time on a project.

Access: Project management → Project / Business project → on the Business project file, click on ‘Show planning’ button in order to open the Planning tab

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

  • Add new line: either create a provisional activity line by clicking on the button ‘Add new line’.

  • Add multiple lines: or create several activity lines by clicking on the button ‘Add multiple lines’.

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

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

  3. In the ‘Planned time’ 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 management → Business project → on the Business project file, click on ‘Show planning’ button in order to open the Planning tab

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

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

  3. In the ‘Planned time’ 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’ tab.

Time entry, time spent & computing project totals​

There are three ways to enter time on a task:

  • From the Timesheet in the MyHR module;

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

  • Time follow-up tab: in the ‘Time follow-up’ tab, you will find more information on time (time unit / estimated time / sold time etc). At the same time, you will find there a Timer. By clicking on ‘Start” button, you can start a timer. Then, you stop it once your task is finished and you can enter the time in your timesheet.

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:

  1. Click on the ‘Task tree’ tab on the Business project file.

  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’ tab. Add a new line in there.

  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: click on ‘Information’ section to open additional fields. Here, adjust the duration for customers, 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 ‘calculate project totals’.

  • 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 ‘Log times’ tab.

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

note

The progress time corresponds to the time spent on the estimated time.

% consumption corresponds to the time spent on the updated time.