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Adding R&D Hours in Monthly View (Single Entry)

C
Written by Calvin Ferrando
Updated over 10 months ago

Understanding the Monthly View in the Timesheet Module

The Monthly View in the Timesheet Module allows you to track and manage your R&D hours on a monthly basis. It is also the quickest way to backdate hours in the system.

Here’s a step-by-step guide to using its functionalities:

Adding R&D Hours to a Single Date

  1. Select Team Member: Choose the team member for whom you are adding R&D hours.

  2. Select a Date: Pick a date from the calendar in the Monthly View.

  3. Add R&D Hours:

  • Click the “Add R&D Hours” button.

  • Select the Project from the dropdown menu.

  • Choose the Activity from the dropdown menu.

  • Enter the number of R&D hours, ensuring they correspond to the selected date.

  • Enter the Description details.

  • Upload any supporting evidence for the R&D claim (optional).

  • Press the “Submit” button.


Editing R&D Entries

  1. Select a Date: Click on a date in the Monthly View.

  2. Edit Details:

  • The side panel will pop up, showing the activities and the corresponding R&D hours for that day. Activities are color-coded: Blue for core activities, Purple for supporting, and Gray for unallocated.

  • Click on an activity to view the R&D time entry details.

  • To edit a field, hover over the input field name and click “Edit”.

  • Modify the value and click “Save” below the field once done.

  • Note: Bulk editing of multiple dates is currently not supported.


Deleting R&D Entries

  1. Select a Date: Click on a date in the Monthly View.

  2. Delete an Entry:

  • The side panel will pop up, showing the activities and the corresponding R&D hours for that day. Activities are color-coded: Blue for core activities, Purple for supporting, and Gray for unallocated.

  • Click on an activity to view the R&D time entry details.

  • Press the “Delete Entry” button located at the bottom of the panel.

  • Note: Bulk deleting of multiple dates is currently not supported.


Viewing R&D Entries

  • To view R&D time entry details, select a date in the Monthly View.

  • The side panel will pop up, showing the activities and the corresponding R&D hours for that day.

  • Click on an activity to view the R&D time entry details.

  • Note: Bulk viewing of multiple dates is currently not supported.

The Monthly View is designed to provide a comprehensive overview of your R&D activities, making it easier to manage and track your time entries over a longer period.

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