Crew Time Report

Overview

This flow can be used to time report for crew members or employees attached to the selected project.
A supervisor can report the employee's time one by one or in bulk mode, check the reported hours for the week, and even modify the already reported project transactions.
The complete overview of the flow:
Crew Time Report Cloud.pdf
294KB
PDF

Steps

Crew Selection

This screen shows the current project and the Account Date which can be selected.
The available crews are listed in the dropdown list.
  • To check a crew's time reporting, select a crew and click Next
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Crew selection is optional. Users can also select specific employees in the next step if no crew is selected in this step.

Employee Selection

This screen shows the project and work task time transactions on the selected Account Date.
The available employees are listed in the dropdown list.
  • To check one or more employees' time reporting, select one or more employees and click Next
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Day Time Sheet

On this screen, supervisors can check the reported and remaining hours of the selected crews. The Employees list contains the crew members, project, and work task transactions on the selected account date.
Meaning of icons:
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    βœ…
    : all scheduled hours are reported
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    ⏳
    : not all scheduled hours are reported
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    ⚠
    : there are no reported hours for the employee
  • To change the Account Date, click Change Date
  • To see the whole week's reporting, click Weekly View
  • To copy the current day transactions to another day, click Copy To
  • To add new time reporting to the selected employees, click Add Time
  • To edit a selected project transaction, select a project transaction(s) and click Next
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Add Time

On the selected Account Date, current project supervisors can report new time entries to crew members and employees.
There can be two types of time transactions saved:
  • Project Time
  • Work Task Time
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Add Project Time

  • If there were crew or employees selected in the previous step, then the Employees list automatically preselects those employees
  • Select an activity from the Activities list
  • Provide the number of hours
  • Add internal and/or invoice comments (optional)
  • Click on the Save button to create project transactions
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Add Work Task Time

  • If there were crew or employees selected in the previous step, then the Employees list automatically preselects those employees
  • Select a task from the Work Tasks list
  • Select Time Type and Resource Group
  • Provide the number of hours
  • Add comment (optional)
  • Click on the Save button to create project transactions
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Change Date

  • Select a new Account Date and click Next
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Weekly View

To see the whole hours reported per week for the selected users.
  • To change the current week, use the Previous or Next Week buttons
  • To check a more detailed view, select one or more employees from the grid and click Details
Color Indicators:
  • Green: no more remaining scheduled hours
  • Yellow: there are remaining scheduled hours or there are no scheduled hours
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Weekly Detail View

This screen shows a detailed view of the selected employees' time reporting, it shows how many hours were reported on each day of the schedule.
  • To go back to the Weekly View, click Back
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Copy Transactions To

To copy the current day project transactions to a selected day.
  • Choose which transaction type will be copied
  • Select the date and click Save
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Modify Activity

To modify an existing project or work task transaction, select the transaction from the list and click on the Next button.
  • On the screen, the fields will be automatically filled out with the actual data in IFS
  • Edit the data and click Save
  • Or it is possible to delete the project transaction by clicking the Delete button
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