The SapphireOne Resource Time Sheet in the Job Projects Resources menu allows you to enter time sheets and allocate time or labor to a specific Project. The process is as follows:
- Navigate to Resource Timesheet:
- Go to Job Projects > Resources > Resource Time Sheet.
- Select Relevant Resource and Period:
- Choose the resource for which you want to manage timesheets.
- Select the appropriate period for the timesheet entry.
- Enter and Review Timesheet Data:
- Enter the required timesheet details, including Resource ID, Activity, Date, Start and Finish times, Cost, Quantity, Rate, and any additional notes.
- Review the entered data to ensure accuracy and completeness.
- Save the Timesheet Record:
- Click the Save button to record the timesheet entry.
- Ensure that the timesheet is saved correctly and verify that it appears in the summary list below.
- Post the Timesheet:
- Navigate to Job Projects > Resources > Post Transactions.
- Select the relevant Timesheet(s).
- Select ‘Process’.
Resource timesheets need to be posted so that they can be utilised within working transaction timesheets.
For more detailed instructions, please refer to the Job Projects > Resources > Resource Time Sheet and Job Projects > Resources > Post Transactions articles.