How to Create a Timesheet & Timesheet Analysis from a Timeplanner

Users within a specific role have the ability to create Timesheets & Timesheet Analysis from a Timeplanner.

How to Locate the Time Planner Dataset

1. Go to the Operations category and select Time Planner:

Create a Timesheet & Timesheet Analysis from a Time Planner

2: Enter the job number into the Job Number field and select Search from the toolbar or hit Enter on your keyboard to return the record(s):

Note: The qty of records returned should match the amount of records on your Time Planner within the job details.

3. If all details are correct (Start and End Dates for example), select the row(s) (multiple rows can be selected by holding down the shift key) then select Functions>Create Timesheets.

You will receive the following window:

Enter the relevant End date and select OK.

Select Yes to continue, or No to cancel.

A window wil appear for each person you selected from grid view in Step 3. Click OK on each of these.

4. To view the timesheets which you have created, open a record by double clicking on the grey area to the left of the Job Number column:

Or open all records by selecting Open All.

5. Select the Timesheet Tab, you will see the timesheet(s) that have been added to that person:

6. To open a timesheet, double click on the grey area to the left of the Timesheet Date field:

Or to open all timesheets, select Open All.

7. Select the Timesheet Analysis tab:

8. To open the record, double click on the grey area to the left of the Timesheet Date column or select Open All: