TRACKINGTIME PRO HOW TO
TRACKINGTIME PRO UPDATE
TRACKINGTIME PRO CODE

Work Date: The date that is being attached to the timeslip.Time Worked: The number of hours entered for the work performed.Description: A description of the work performed.Time Code: This dropdown list displays the Time codes and descriptions for those codes that have been entered through the Application Menu in the Maintenance/Time Codes menu.This field will appear when a Plan is selected. Plan Cycle: The plan cycle for which Time is being entered.Task: The name of the task in the task grouping for which Time is being entered.Task Group: The name of the task grouping for which Time is being entered.In the line item “Include Completed Projects on Time Entry, set the default as desired To manage default settings for completed projects, go to the Application menu at the top of the screen and select Maintenance/Preferences/Workflow/General Tab. Include Completed Projects: Checkbox to Include Completed Projects in Project dropdown.Use the dropdown to select the Project that is attached to the Plan that was entered. This field will appear when a Plan is selected and will default to none. Project: The name of the Project for which Time is being entered.Plan: The name of the Plan for which Time is being entered for.The Time Slip slider will be pre-populated with all fields described below except for the Description Field and the Time Worked field.Click the Clock icon and the Add Time Slip pop-up will appear.When entering Time from a Task, a clock will appear in the upper right corner of the grid next to the Completion status.When all the fields are complete in the slider, click Save or click Save & New to open a new Time entry.If a Start Time is entered, the Set Time Worked button will automatically calculate the Time since the last Time Slip entry.At the bottom of the slider, the user is given the option of entering their start Time.

TRACKINGTIME PRO CODE

Enter the Plan if applicable, choose the Time Code from the dropdown menu, add a description, time worked, work date, check the billable checkbox if applicable.

An Add Time Slip slider pop-up will appear.

To add a new time entry, click the Add icon located in the upper right corner of the grid.From the Navigation Panel, click Dashboards > Time.

TRACKINGTIME PRO UPDATE

Update the Display Name, Description, and/or check the Active box if necessary.The Edit Billing Time Code pop-up menu will appear.Hover over the Billing Code and click the Edit icon to the right of the row.Enter the Display Name, Description, check the Active box if necessary.The Add Billing Time Code pop-up menu will appear.Click Maintenance> List Values > Core > General > Billing Code.Check the Billablecheckbox if the Time Code is billable.Update the Name, Description, and select the Billing Code from the dropdown menu.Hover over the time code to be edited and click the Edit icon.To make the Time Code inactive, un-check the Active checkbox and it will no longer be available in Time entries.Check the Active checkbox so the Time Code is active and click Save.Check the Billable checkbox if the Time Code is billable.Enter the Name, Description, and select the Billing Code from the dropdown menu.The Add/Edit Time Code menu will appear.Select Maintenance> Time Codesfrom the Navigation Panel.Select Yes to Enable the Show Timeslip Prompt.Hover over Show Timeslip Prompt and click the Edit icon or single click it and click the Edit icon in the top right corner.Click Maintenance> Preferences > PensionPro.This is helpful because it helps to ensure that all time has been tracked at the end of the Day. Users can enable the Show Timeslip Prompt preference to create a popup, asking if time has been entered when employees complete a Project Task.

TRACKINGTIME PRO HOW TO

By understanding how to enter Time and learning how to use the Time feature efficiently, managers and users of the systems can evaluate and streamline their workflow, making their operations more efficient. PensionPro’s Time Reports and Power Tools help managers review Time and Time management by being able to analyze Time data and metrics for all activities. Using Time and Billing codes helps to categorize Time activity with various classifications for reporting purposes. Looking for the Desktop version of this article?īy tracking Time in PensionPro, users are able to evaluate the amount of Time spent on projects and interacting with clients, as opposed to other non-client facing duties. 1 out of 1 found this helpful Feature feedback

Trackingtime pro