Team Timesheet
How can I get the Team Timesheet feature?
The Timesheet is a feature available with the GetPaid bundle. It shows your team's time records throughout the weeks.
Who can see the Team Timesheet tab?
This feature can be viewed by those who have Owner and Member+ roles with the option to create projects, manage people and use reports.
What can I do/see in the Team Timesheet tab?
- All ActiveCollab users can be found on the left.
- Expand their fields to see which projects and tasks they have been working on.
- All projects and tasks are clickable.
- The time records will be displayed week by week.
- Filter in the upper right corner allows you to choose which week you'd like to look at.
- There are no time limits, regarding the past or the future.
- Weekends, holidays, and days off are marked differently so they’re easy to notice.
- All the users can still track time on these days, and those hours will be considered as overtime.
- Sort by Name and Total amount of time tracked.
- Zoom in by Day, Week, Month, Quarter.
- Export the Timesheet to a .csv file.
What does the Color Code mean?
The numbers are colored differently, depending on the user's daily capacity.
- Red means fewer hours were tracked than their daily capacity.
- Orange is tracked time exceeds the daily capacity.
- Regular text color means a person tracked the exact amount of hours as their daily capacity.
- The same color-coding applies to the weekly totals in the column on the far right.
How can I filter by User in the Team Timesheet?
- Step 1: Click on the Time tab.
- Step 2: Click on the "People" in the upper right corner
- Step 3: Select the Users you wish to see in the timesheet table
- Video tutorial: https://vimeo.com/1193989359
How can I filter by Teams in the Team Timesheet?
- Step 1: Click on the Time tab.
- Step 2: Click on the "People" in the upper right corner
- Step 3: Click on the "Select Teams" icon that has appeared.
- Step 4: Select the Teams you want or don't want to see.
- Video tutorial: https://vimeo.com/1193989338
How can I set a users daily capacity from the Team Timesheet tab?
- Step 1: Click on the Time tab.
- Step 2: Click on a user's name for whom you wish to change their daily capacity.
- Step 3: Click on the grey number field next to their name.
- Step 4: Enter the new values for each day of the week.
- Step 5: Click on "Save" once you are done.
Note: Only Owners and Member+ roles can do this. - Video tutorial: https://vimeo.com/1193989323
How can I track time in the Team Timesheet?
- Step 1: Click on the Time tab.
- Step 2: Click on the Desired Date or on the Add Time icon in the upper right corner.
- Step 3: Select the desired project.
- Step 4: Select if you wish to track time directly on a project or a task
- Step 5: Enter the Time amount, User, Job Type, is it billable or not and enter the description (optional)
- Step 6: Click “Add Time Record” to confirm.
- Video tutorial: https://vimeo.com/1193989302
What are some general tips about the Timesheet tab?
- Member+ who is not included in a Project will be listed as Uncategorized.
- Tasks will appear in the Timesheet only if users tracked time on them.
- Time records on completed tasks are stricken through.
How can I export the Team Timesheet?
- Step 1: Click on the Time tab.
- Step 2: Click on the “Export CSV” icon in the upper right.
- Step 3: You can use/import the .csv file in your Google Sheets or Excel.
- Video tutorial: https://vimeo.com/1193989299
How can I sort the Team Timesheet?
- Step 1: Click on the Time tab.
- Step 2: Click on “Sort” icon in the upper right corner.
- Step 3: Select from Name (From A to Z or Z to A), Total (From largest to smallest or from smallest to largest) or Total on Day and select the desired day from the week.
- Video tutorial: https://vimeo.com/1193989300
Where is the TimeSheet located in ActiveCollab?
- Step 1: Click on the "Time" tab
- Step 2: Select the "Timesheet" from the middle options between Capacity and Utilisation.
- Video tutorial: https://vimeo.com/1193989369
What time ranges can be selected in the TimeSheet?
- Step 1: Click on the "Time" tab.
- Step 2: Select the desired period in the upper left corner. You can choose from: Weekly, Monthly, Quarterly, Yearly and Custom.
- Video tutorial: https://vimeo.com/1193989301
How can I change the scale of data shown in the TimeSheet?
- Step 1: Click on the "Time" tab.
- Step 2: Click on the magnifying glass icon in the upper right corner.
- Step 3: Select between: Day, Week, Month, Quarter as the desired period.
- Video tutorial: https://vimeo.com/1193998484