The toggle buttons help you filter the information visible on your timesheet.
Switch the button to the right (green button) to activate the display.
Weekly meetings only
Recurring meetings display all meetings with one meeting per line. Depending on the period and frequency of your recurring meetings, many lines may be displayed.
With this option, you only display meetings for the week displayed on the screen.
Closed items
Switch the button to show closed tasks. Archived tasks.
Done items
Switch the button to show completed tasks. With left work to 0.
Items not started
Switch the button to show unstarted tasks. The macro state in progress must be activated and saved for the tasks for this option.
Paused items
Switch the button to show show tasks that have been paused. the pause macro state must be activated and saved for the tasks for this option.
ID
Show ID to identify all single task.
Planned work
Planned work is indicated on each input cell, in the upper left corner, in light blue.
Allows you to display the planned working time per day for the resource assigned to the task.
ProjeQtOr offers a system of validation of charges which makes it possible to follow the information of the real work of resources by a hierarchical manager.
After sending the actual work, you can no longer change the actual working time for the week.
You must cancel the validation request to make a change.
Validate work
Project managers can validate the work or any other personalized profile authorized to do so.
Only people with the necessary permissions can see this button
When the work is validated, then the resource can no longer modify its work on this week. Likewise, the cancellation of validation will no longer be available.
The validation system is optional and can therefore be hidden.
Task Zone
The list displays the tasks assigned to the resource selected in the list.
Click on the activity name to access the activity details screen.
Tasks assigned with actual work are always displayed, even when closed.
The function of the resource on this task is displayed at the end of the line.
You can trigger alerts on the entry of actual work for different collaborators.
These messages can be sent at a frequency defined by email or displayed as an alert directly in the application.
You can automatically fill in the actual work from the work scheduled up to a given date and then trigger the automatic calculation of the projects from the day after that date.
The task status can be changed automatically according to data entries on real work and left work.
Set to first in progress status: if the parameter value is set to “Yes”, when real work is entered on a task, its status will be changed automatically to the first status “In progress”.
Set to first done status: if the parameter value is set to “Yes”, when left work is set to zero on a task, its status will be changed automatically to the first status “done”.
Change status validation
An icon will be displayed on the task if a status change is applicable.
Due to real work is entered, the task status will be changed to the first ‘In progress’ status.
The real work is entered, but the task status will not change because at issue is occurring.
Due to no more left work, the task status will be changed to the first ‘done’ status.
No more left work, but the task status will not change because at issue is occurring.
Warning
Common issue
If a responsible or a result are set as mandatory in element type definition for the task. It’s impossible to set those values by real work allocation screen.
The change status must be done in treatment section on the task definition screen.
The timesheet validation screen allows the project manager to receive, verify and validate the time allocated weekly by the resources to an activity for all the projects.
Selection and filters
You can filter the display of this screen by resource, by team and by period.
The visibility of resources in the list is defined according to your rights defined by your profile.
You can increase the display restriction with the possibility to show only some of the validation request.
Color code
According to the work completed by the resource, and according to the expected workload for this resource.
The project leader receives the timesheet with a precise color code.
Green: The completed job is the same as the expected one.
Red: The filled workload is shorter or longer. It does not match the expected work.
Orange: the job is not the same as the expected job but the load is the same.
Example of completed charges which generate the orange color code¶
Validation
In the “Timesheet submitted” column you see the date and time when the resource to send the submission.
In the “Timesheet validation” column you have the possibility to validate the work or to cancel the submission so that the resource can correct his work.
Monthly consolidation allows you to view, control and validate resource allocations to a particular project for an entire month.
This screen will list all the projects on which the user has visibility.
Project to restrict the listed projects to this project and its sub-projects
Project Type to restrict the listed projects to projects of this type
Organization to restrict the listed projects to the projects of this organization
Month and year to restrict to this date
Note
By default, this will be the last month for which projects are still blocked, or failing this it will be the current month.
This screen will display for each project not validated:
The currently known CA
The currently known validated load
The total actual load currently known to the project
The actual load consumed on the project for the selected month
The remainder to be done currently known
The currently known reassessed load
The currently known margin (load) = load validated - load reassessed
For validated projects, the data displayed is that stored during validation.
Block a project over a month
The and buttons allow you to block or unblock charges beyond the month-end date. When the project is blocked for a given month, you cannot enter a charge for the following month, even if it has started. The block will be propagated recursively to sub-projects.
Validate a project over a month
The and buttons allow you to block or unblock charges beyond the month-end date. When the project is blocked for a given month, you cannot enter a charge for the following month, even if it has started. The block will be propagated recursively to sub-projects.
Warning
Access to the blocking / unlocking and the validation button will be configured by a specific right.