Timesheet
==========

.. index:: Timesheet

**Goal:** you record working times (timesheets) for a project and have
them approved.

The timesheet module lets project members record the time they spent
on a project.

**Functions**

- Activity-related recording of employees' working time and remaining effort.
- Approval of recorded working times and remaining effort, based on the timesheet organization chart.
- Schedule adjustments in the project after taking over approved data.

**Access rights**

To **record timesheets**, a user needs:

- the **Project user** user role — allows reading portfolios and a resource pool,
- the **Root folder user** folder role — allows reading projects and entering timesheets.

To **accept timesheets**, a user needs:

- the **Root folder administrator** folder role,
- the **Project user** or **Project manager** user role.

The Root folder administrator folder role also includes functions such
as **Read project** and **Accept timesheet**.

Step by step: open the timesheet calendar
-----------------------------------------------

1. Click the **Timesheet** button and select the **Calendar** menu
   item.

   |image0|

Check the result
^^^^^^^^^^^^^^^^^^^

You see employees' scheduled, reported, and accepted working times in a
calendar bar, with time and resource filters.

|image1|

- **Green** — accepted timesheets.
- **Yellow** — reported but not yet accepted timesheets.
- **Blue** — scheduled working times.

Enter worked hours
----------------------

Worked hours can be entered in three ways: directly in the calendar
area, quickly via a predefined percentage in the **Actions** column, or
via an input form with more information.

**Enter in the calendar area**

1. In the calendar area, click the cell where you want to enter the
   timesheet.

   |image2|

2. Enter the corresponding number.

**Enter via a predefined percentage**

1. In the **Actions** column, click one of the icon buttons to quickly
   enter a completed percentage.

   |image3|

**Enter via an input form**

If you want to enter not just worked hours but also notes or working
times that differ from the schedule:

1. Click the **Note with a pen** button.

   |image4|

2. Enter the desired information in the input form.

   |image5|

The green tick in the **Actions** column shows that the reported hours
have already been approved or still need to be accepted.

Related topics
--------------

- :doc:`icalendar`
- :doc:`dms`
- :doc:`02-task-oriented-help/configure-add-ons/index`

.. |image0| image:: ../images/timesheet_menu.png
            :alt: "Calendar" menu item in the timesheet module
.. |image1| image:: ../images/timesheet_calendar.png
            :alt: Timesheet calendar with color-coded working times
.. |image2| image:: ../images/timesheet_calendar_in.png
            :alt: Entering a timesheet directly in the calendar area
.. |image3| image:: ../images/timesheet_percent.png
            :alt: Entering a predefined percentage in the Actions column
.. |image4| image:: ../images/timesheet_action.png
            :alt: "Note with a pen" button for opening the input form
.. |image5| image:: ../images/timesheet_form.png
            :alt: Input form for recording working times and notes