Record a Resource Time Sheet

The Resource Time Sheet allows you to enter and allocate time or labour to specific projects. This is essential for accurate project tracking and resource management. The steps are as follows:

  1. Navigate to Job Projects > Resources > Resource Time Sheet.
  2. Select Relevant Resource and Period:
    • Choose the resource for which you want to manage timesheets.
    • Select the appropriate period for the timesheet entry.
  3. Enter and Review Timesheet Data including:
    • Resource ID
    • Activity
    • Date
    • Start and Finish times
    • Cost
    • Quantity
    • Rate
    • Additional notes (if any)
  4. Review the entered data to ensure accuracy and completeness.
  5. Click the Save button to record the timesheet entry.
  6. Verify that the timesheet appears in the summary list below.

Post the Timesheet

  1. Navigate to Job Projects > Resources > Post Transactions.
  2. Select the relevant timesheet(s).
  3. Click Process.

For more detailed instructions, please refer to the Job Projects > Resources > Resource Time Sheet and Job Projects > Resources > Post Transactions articles.

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