You can create time sheets in the following ways:
Directly within SI for projects.
Within Mobile Install for tasks and service orders, which then syncs to SI.
By importing time sheets from QuickBooks Time.
By importing time entries via a CSV file or whatever other timesheet software you use.
To use time sheets, you must enter a Burdened Labor Cost for your resources. Otherwise, the time sheets cannot be approved.
Directly in SI
1/ Go to Start > Time Sheets > Manage Time Sheets.
2/ Click the New button and choose the type of time sheet you want to create: project, task, service order, or company.
The screenshots below show the creation of a Project time sheet. You will be prompted to select a project (or a task or service order based on your choice.)
Project
If you select a project, the New Project Time Sheet form will open.
3/ Set the Date, choose a Resource, and then choose whether to add a Duration Entry or a Time In/Time Out Entry.
Shown below is a new duration entry.
Multiple time entries can be entered per time sheet.
The following are the fields for each time entry.
Field | Description |
Labor Type | This field is optional, but it is highly recommended that you enter a labor type for a time entry when creating or approving the time sheet.
Adding a phase makes for much more detailed Job Cost reporting. |
Sub-Labor Type | This field only displays if you have the following time sheet setting ticked.
This will give you even more granularity when running Job Cost reporting. |
Phase | This field is optional, but it is highly recommended that you enter a phase for a time entry when creating or approving the time sheet.
Adding a phase makes for more detailed Job Cost and Labor Utilization reporting. |
Type | This field will display "Duration" or "Time In/Out." |
Duration | This field is where you enter labor hours for a resource when adding a Duration entry.
It will auto-populate based on the Time In/Time Out entries when you add a Time In/Time Out entry. |
Time In | This field is editable for a Time In/Time Out entry. |
Time Out | This field is editable for a Time In/Time Out entry. |
Billable | This field is ticked by default for time entries for project, task, and service order time sheets, but you can uncheck this if the time entry is non-billable. |
Overtime | This field is used to mark a time entry as "Overtime." The person approving time sheets will likely change it as needed.
There is a time sheet User Group permission for whether your users can edit this field.
|
Description | This field is optional but allows you to add a description of the time entry. |
Tasks and Service Orders
Although resources in the Mobile Install interface will likely create time sheets for tasks and service orders, they can also be created directly in SI via the Time Sheet Explorer, as shown above, or when editing a task or service order in SI.
Within Mobile Install
For details on creating time sheets in Mobile Install, see Managing Tasks (MI) and Managing Service Orders (MI).
If you have enabled the QuickBooks Time integration, the default setting is to disable time sheets in Mobile Install. However, this can be changed to allow time sheets to be created in both places if necessary.
Importing from QuickBooks Time
If you have enabled the QuickBooks Time integration, you can import time sheets from QuickBooks Time into SI.
Check out this article for more details.
Importing a CSV
You can also import time sheets from a CSV file into SI.
Once you browse to your CSV file, you will need to map any CSV fields that don't automatically match those in SI.
When you click the Map link next to a field, you can choose from one of the available fields in SI, or you can choose to unmap any fields you do not wish to import by clicking the None button.
There is an option to designate hours as overtime based on your Business Hours and Holidays settings.
Once you have mapped all your fields, click OK on the Map CSV File form, and the Import Time Sheets form will open.
A time entry will be considered inadequate if:
It has not been mapped to a project, task, or service order, as shown in the image below.
The resource name in the CSV doesn't match a resource in SI, as shown in the image below.
You can use the buttons on the ribbon to assign the required fields.
There is also a Mass Update button available to update fields.
Once you assign the necessary fields, click Import to import the time sheets into SI.
Once imported, you can then approve the time sheets.