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 Multiple Dates
Select Team Member: Choose the team member for whom you are adding R&D hours.
Select Multiple Dates:
Select and hover over a date.
Click the checkbox in the upper left corner to trigger multiple date selection.
Select other dates by hovering over them and clicking the checkbox in the upper left corner.
Alternatively, you can select all working days.
To unselect a date, uncheck the checkbox in the upper left corner of that date.
To unselect all dates, press the “Unselect All” button on the upper right corner of the table.
3. Add R&D Hours:
Once done selecting the dates, press the “Add R&D Hours” button.
Select the Activity from the dropdown menu.
Enter the number of R&D hours.
Add Description details and attachments/evidence (applied to all selected dates).
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.