144 lines
14 KiB
Plaintext
144 lines
14 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
|
|
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
|
|
|
|
<script runat="server">
|
|
protected override void Init()
|
|
{
|
|
PageTitle = PageCaption = "How to track the work time efficiently?";
|
|
MetaKeyWords = "time tracking, track time, billed time, not chargeable time";
|
|
MetaDescription = "Projects. Track the work time more efficiently, manage billable and not billable hours.";
|
|
|
|
var guides = new GuidesModel();
|
|
|
|
guides.CaptionRelatedTips = "Related Tips & Tricks";
|
|
guides.Title = "Data Import from Basecamp";
|
|
guides.TitleVideo = "How to track time and payments in the online office";
|
|
guides.RelatedTips = "Are you a Basecamp user and wish to try managing your project via ONLYOFFICE?";
|
|
guides.LearnMore = "Learn more...";
|
|
(Page as BasePage).Guides = guides;
|
|
}
|
|
|
|
</script>
|
|
|
|
<div class="MainHelpCenter">
|
|
<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">How to track the work time efficiently?</h1>
|
|
<div class="keyword_block">
|
|
<ul>
|
|
<li><cc:LocalizeContent ID="LocalizeContent8" runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-projects/onlyoffice-projects.ascx" /></li>
|
|
<li><cc:LocalizeContent ID="LocalizeContent3" runat="Server" ControlName="~/Controls/Help/Tags/time-tracking/time-tracking.ascx" /></li>
|
|
<li><cc:LocalizeContent ID="LocalizeContent4" runat="Server" ControlName="~/Controls/Help/Tags/time-spent-on-task/time-spent-on-task.ascx" /></li>
|
|
<li><cc:LocalizeContent ID="LocalizeContent6" runat="Server" ControlName="~/Controls/Help/Tags/filter-data/filter-data.ascx" /></li>
|
|
<li><cc:LocalizeContent ID="LocalizeContent5" runat="Server" ControlName="~/Controls/Help/Tags/generate-report/generate-report.ascx" /></li>
|
|
<li><cc:LocalizeContent ID="LocalizeContent12" runat="Server" ControlName="~/Controls/Help/Tags/filter-bar/filter-bar.ascx" /></li>
|
|
|
|
</ul>
|
|
</div>
|
|
<div class="video_ground video_trips">
|
|
<h2 id="introduction">Introduction</h2>
|
|
<div class="video_ground video_trips">
|
|
<div class="video_text">
|
|
<div class="video_block">
|
|
<a onclick="showVideoContainer();" class="time_tracking"><span class="playbackbutton"></span></a>
|
|
</div>
|
|
<p>Regardless of the billing method you use (per hour or per project) tracking time is a great possibility to assess the productivity of your team and of each its member and make the necessary corrections to achieve the best result.</p>
|
|
<p>This article will show you how to track time and manage your time sheet using the <b>Time Tracking</b> feature offered by <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/projects.aspx")%>">Projects</a>.</p>
|
|
</div>
|
|
</div>
|
|
<h2 id="step1"><span class="style_step">Step 1. </span>Access the Projects</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>Enter your <b>ONLYOFFICE</b> portal and click the <b>Projects</b> link.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to track the work time efficiently? Step 1" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide24/step1.png")%>" />
|
|
<img alt="How to track the work time efficiently? Step 1" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide21/step1.png")%>" />
|
|
<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>In case you have already logged in to the portal and been using it for some time, to access the <b>Projects</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step2"><span class="style_step">Step 2. </span>Get a complete picture of the time spending</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>Click the <b>Time Tracking</b> link on the left-side panel. You will be presented with the whole list of the hours spent on your projects.</p>
|
|
<p>To see the total time spent on performing a certain task, on achieving a certain milestone, etc. or just to facilitate the monitoring process, make use of the <b>Filter</b> available at the top of the page. Click the <img alt="Plus Button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/FilterIcon.png")%>" /> button and select one of the options:</p>
|
|
<ul>
|
|
<li><p>use the <b>PROJECT</b> list to display the hours spent on <b>your projects</b> or on the projects you don't participate in, or on the projects with a specified tag,</p></li>
|
|
<li><p>use the <b>MILESTONES</b> list to display the hours spent on the tasks assigned to a specified <b>milestone</b>,</p></li>
|
|
<li><p>use the <b>RESPONSIBLE</b> list to display the hours spent on the tasks assigned to <b>you</b>, to a certain <b>user</b> or a <b>group</b>,</p></li>
|
|
<li><p>use the <b>PAYMENT STATUS</b> list to display the hours which are already <b>billed</b>, the hours which are <b>not billed</b> yet, or the hours which cannot be billed (<b>not chargeable</b>),</p></li>
|
|
<li><p>use the <b>TIME PERIOD</b> list to display the hours recorded during the <b>previous week</b>, the <b>previous month</b>, or a specified <b>time period</b>,</p></li>
|
|
</ul>
|
|
<p>You can also enter the hour description, entirely or partially, in the field and press the <b>Enter</b> key to display the necessary ones.</p>
|
|
<p>By default, the records are sorted by date in descending order (earlier dates first). If necessary, you can sort them by <b>Time</b> or <b>Description</b> opening the <b>Sort by</b> drop-down list to the right of the <b>Filter</b> field and choosing the necessary option. To change the sorting order from <b>Descending</b> to <b>Ascending</b> click the <img alt="Sorting Order Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SortingOrderIcon.png")%>" /> icon.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to track the work time efficiently? Step 2" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide61/step2.png")%>" />
|
|
<img alt="How to track the work time efficiently? Step 2" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide61/step2.png")%>" />
|
|
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step3"><span class="style_step">Step 3. </span>Edit the records, if necessary</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>Making the changes is an integral part of any process. While tracking time you might need to correct some data (time, hours) or complete the description. To do that, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the record you need to edit and select the <b>Edit</b> option from the drop-down list. The <b>Time Tracking</b> window opens:</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to track the work time efficiently? Step 3" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide61/step3.png")%>" />
|
|
<img alt="How to track the work time efficiently? Step 3" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide61/step3.png")%>" />
|
|
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>Here you can check the total time spent on this task and make some changes: change <b>time</b> and <b>date</b>, select another <b>responsible person</b>, modify <b>description</b>.</p>
|
|
<p>To apply all the changes you made, click the <b>Save Changes</b> button.</p>
|
|
<p>To delete the record you don't need anymore, click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right and select the <b>Delete</b> option from the drop-down list.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<h2 id="step4"><span class="style_step">Step 4. </span>Manage billable and not billable hours</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>The <b>Billable</b> time is the hours you are paid for spent on client project. It can be billed or not billed. The <b>Non Billable</b> (Not Chargeable) time is the hours you are not paid for directly spent on performing administrative tasks.</p>
|
|
<p>Being a project manager or a Projects administrator you can easily set the payment status for each record/activity: <b>Billed</b>, <b>Not Billed</b>, <b>Not Chargeable</b>.</p>
|
|
<p>To do that, click the <img alt="Status Button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/StatusButton.png")%>" /> button to the left of the necessary record/activity and choose the status you need from the drop-down list.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to track the work time efficiently? Step 4" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide61/step4.png")%>" />
|
|
<img alt="How to track the work time efficiently? Step 4" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide61/step4.png")%>" />
|
|
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>If you need to set the payment status for several records at once, select the records you need checking the boxes to the left and use one of the buttons at the top of the list.</p>
|
|
<p><em class="example">You have been paid for the hours you spent on achieving a certain milestone. To quickly change the status of all the records/activities which belong to the tasks assigned to this milestone, first of all make use of the <b>Filter</b>. Click the <img alt="Plus Button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/FilterIcon.png")%>" /> button and select the necessary filter option: 'Milestones with my tasks' or 'Other milestones', then choose the milestone you need. All the records/activities matching this criterion will be displayed. Check all of them clicking the very first checkbox to the left of the list and use the <b>Billed</b> button. The status of all the records will be set to <b>Billed</b> <img alt="Billed status" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/BilledStatus.png")%>" />.</em></p>
|
|
</div>
|
|
</div>
|
|
|
|
|
|
<h2 id="step5"><span class="style_step">Step 5. </span>Generate reports</h2>
|
|
<div class="block_of_step">
|
|
<div class="screen_text">
|
|
<p>To get a report of the time spending and assess the productivity, click the <b>Reports</b> link on the left-side panel and select the <b>Time Tracking</b> report type from the list which opens.</p>
|
|
<p>Now you need to specify what you wish to include to your report configuring the report parameters:</p>
|
|
<ul>
|
|
<li>select a <b>Group</b> or a <b>User</b> who's productivity you wish to assess,</li>
|
|
<li>specify a <b>Payment Status</b> of the activities you wish to include in your report,</li>
|
|
<li>set a necessary <b>Time period</b>,</li>
|
|
<li>check the <b>View by user tasks</b> radiobutton if you wish to include the tasks and the project the user spent time on, or leave the <b>View by user</b> radiobutton checked, if you don't need any details about the spent time.</li>
|
|
</ul>
|
|
<p>When all the parameters are set, click the <b>Generate Report</b> button.</p>
|
|
</div>
|
|
<div class="screen_block">
|
|
<img alt="How to track the work time efficiently? Step 5" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide61/step5.png")%>" />
|
|
<img alt="How to track the work time efficiently? Step 5" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide61/step5.png")%>" />
|
|
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="screen_text">
|
|
<p>The generated report will be opened in a new tab. </p>
|
|
<p>To print it, just click the <b>Print Report</b> button in the top right corner. If you need to edit your report (for example, add some comments or insert a chart), save your report as a <b>.CSV</b> file clicking the corresponding button. The file will be saved in <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/documents.aspx")%>">My Documents</a> folder and you will be able to edit it as you wish using the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a>.</p>
|
|
<div class="notehelp">To regularly receive automatic reports by email on certain date and time, create a template. To learn how it can be done refer to our <a href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/report-templates.aspx")%>">Tips & Tricks</a> section.</div>
|
|
</div>
|
|
</div>
|
|
</div> |