Time Card

Note: If you are not using PositiveWare for time tracking the Time tab will not appear.

The Time tab provides access to PositiveWare's time-tracking tools:


PositiveWare's time tracking facility is fully integrated with both budget and resource management - allowing you to manage project teams from a single interface.

Entries into either of the time-tracking tools (Time Card or Time Sheet) are correlated with budget allocations, ensuring that client bills automatically reflect the actual number of hours logged to that client's plans and tasks.

Introduction to Time Card

The Time Card provides an intuitive, user-friendly interface for recording Employee activities and makes it easy to enter multiple records for different dates.


Follow these steps to enter or view time records through the Time Card.

  1. If you have access to the records of employees other than yourself, select the appropriate employee from the panel in the bottom-left of the screen (circled red above).

  2. To view or enter records for a day, select the appropriate date from the calendar panel on the left (circled green above).

    Any existing records for that employee and day will now be displayed on the right-hand part of the Time Card.

  3. If you wish to enter a new time record, click on the Add button at the top-right of the Time Card:


4. Fill out the Add Time Card Entry form:


You will need to provide the following information:

Value

Description

Client

Choose the appropriate Client/Plan/Task from the tree view on the left (click on the arrowheads to expand the tree view)

Category

Choose an appropriate category for the work

Hours

Indicate how many hours' work has been completed in decimal format

Billable

Check or uncheck the box to indicate whether the work is billable

Comments

Add any additional comments necessary about the work

Note: Time-tracking categories can be modified by administrative users. See Setup / Time Tracking Categories for more details.

To complete the Time Card Entry, click the Add button at the bottom of the form. This will save the entry and return you to the main Time Card screen.If you do not wish to save the entry, simply click the Cancel button at the bottom of the form. Your entry will be discarded and you will be returned to the main Time Card screen.

Using Time Card To Record Expenses

It is also possible to record expenses through the Time Card interface.

Follow this procedure to record expenses:

1. Switch the Time Card into Expenses mode using the button in the top-left:



2. Select the date and employee to which the expenses apply, using the calendar and Employee panels on the left. You will now be able to view the details of any existing expenses for that date and employee.

3. To add a new expense record, click on the Add button in the top right:


4. You will now be presented with
the Add Expenses Entry form:



Enter the following information:

Value

Description

Client

Choose the appropriate Client/Plan/Task from the tree view on the left (click on the arrowheads to expand the tree view)

Category

Choose an appropriate category for the expense

Expense

Provide details of the expense

Amount

Enter the amount of the expense

Billable

Check or uncheck the box to indicate whether the expense is billable

Comments

Add any additional comments necessary about the expense

Note: Expense categories can be modified and added to by administrators. See Setup / Expense Tracking Categories for details.

Using Timers in Time Card

Instead of manually recording the time spent on tasks and later entering them into the Time Card, it is possible to use PositiveWare's built-in timers to record how long you spend on an activity.

To do this, you first need to activate the timers by clicking on the Show Timers button at the bottom of the Time Card:


You will now see any timers you currently have running, together with a drop-down list from which you can select a Client/Plan/Task to begin timing:



To start timing, select a Client/Plan/Task from the list and click the Add Timer button. Timing will begin automatically and you will see a timer like this at the bottom of your Time Card:


You can add a comment to the timer session by clicking on the icon:


When you stop timing, you will be presented with an Add Time Card Entry window with the time and Client/Plan/Task details and any comments you have entered already populated into the appropriate fields.

Make any necessary changes to this and then click the Save or Cancel buttons to save or cancel the Time Card entry.

Running Multiple Timers at Once

Switching between several different tasks during the course of a day is a common scenario for many people. However, accurately keeping track of the time spent on each task can be difficult under these circumstances.

The solution to this is to run multiple timers at once. You can run as many timers as you like simaltaneously and need only indicate the active timer for all other timers to be automatically paused.

Starting each timer is simple - use exactly the same procedure as in Using Timers In Time Card above.

1. Start your first timer, as usual:

 



2. Start your second timer. Notice how each time you add a new timer it is made active and any other running timers are paused:


3. Continue to start further timers until you have one running for each task you need to track. In this example, we will start three timers in total:


4. So far, you have remained on the Time Card screen. However, you are free to move to other sections of PositiveWare - your timers will remain active and visible. Here is a scren shot of the timers at the top of the Plan Manager screen:

 
You can continue to switch between timers on different screens. Just click the icon to activate a timer and pause all other running timers.

5. When you need to stop a timer, just click on the icon and follow the same procedure as for a single timer. Each timer will need to be stopped separately.