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
Select Team Member: Choose the team member for whom you are adding R&D hours.
Select a Date: Pick a date from the calendar in the Monthly View.
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
Select a Date: Click on a date in the Monthly View.
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
Select a Date: Click on a date in the Monthly View.
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. a