Editing Time Entries

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You can add time entries for any day (including previous days) and modify or delete previous time entries using the Edit Time Entries window. To access the window click the edittime button on the toolbar or select Edit Time Entries from the Tools menu.

 

From the Edit Time Entries window you can Add, Modify and Delete time entries and display and fix Gaps and Overlaps.

 

Time Entry Details

 

Time entries record a specific task performed in a given period of time by a specific user. They have the following details:

 

Item

Description

Category

This defines what task was performed by dividing time entries into a hierarchical category such as by client, project, task, system or any user-defined type.

User

The user that performed the task. This is only visible to users that have access to view time entries from other users.

Start Date and Time

When the task started.

End Date and Time

When the task finished.

Duration

The actual duration of the task (difference between the start and end date and time).

Rounded Duration

The automatically or manually rounded duration. A manually rounded duration overrides an automatically rounded duration and a manually rounded duration of zero effectively "cancels out" the duration and charge amount of a time entry. This is only visible if the manual or automatic duration rounding options are enabled.

Percent Complete

A user-entered record of progress for the selected category. When this is modified the percent complete status of the selected category is also modified.

Tags

User-defined tags allow additional categorization or grouping of time entries.

Notes

Free-form notes allow users to detail the work performed or record information related to the task. Notes can be displayed in detail reports.

 

The Duration and Rounded Duration are formatted according to the configured Duration Display Format.

 

Daily View

 

The Daily view provides quick access to the time entries on a specific date. The Daily view looks like this:

 

screen-edit-time-daily-med

 

All time entries for the selected category and date are displayed in the time grid in the lower right section of the window. The total duration and total charge amount (based on the charge hourly rate for the category for the time entry) for the time entries on selected date are displayed below the time entry list.

 

Time Entry Search

 

As an alternative to the Daily view you can search for time entries using several criteria. Once the search criteria are selected click the Search button or press the F5 key to display the search results. If you change the search criteria you will need to perform the search again to display the results matching the new criteria.

 

screen-edit-time-search-med

 

Category Selection

Select a specific category or group category from the category tree. Only time entries from the selected category and its sub categories will be included in the search results. This allows you to find time entries for a particular customer or project for example. To include time entries for all categories select the top-level ALL category.

 

Date Range

Only time entries falling between the selected start and end date are included in the report. You can enter the dates manually, select them from the start and end date calendars, or choose a pre-set date period.

 

Pre-set Date Periods

Any pre-set date period with the term Last refers to a period of time up to the current date, for example Last 7 days.

Any pre-set date period with the term This refers to that current period of time, for example This Week.

Any pre-set date period with the term Previous refers to a period of time prior to the current period, for example Previous Week.

 

Periods include today, yesterday, 7 days, week, month, 3 months, 6 months, year and all dates.

 

For example, if today's date is June 15th then:

Last 1 Month refers to the period May 15th to June 15th.
This Month refers to the period June 1st to June 30th.
Previous Month refers to the period May 1st to May 31st.

 

Time Entry Notes

Only include time entries with notes containing the fragment of entered text.

 

Time Entry Tags

Only include time entries matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used time entry tags.

 

Category Tags

Only include time entries for categories matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used category tags.

 

Options

 

Show time from sub-categories

When this option is checked time entries are displayed for the selected category and all sub categories. When this option is not checked only time entries for the selected Group category are displayed.

 

Show Group category names

By default only the name of the actual category that the time entry was recorded for is shown in the time entry list. When this option is checked the full Group category name hierarchy is displayed.

 

 

See also:

Tracking Your Time

Adding Time Entries

Modifying Time Entries

Deleting Time Entries

Fixing Gaps and Overlaps

Reports Overview