Each Abtrac user can choose how their timesheet looks like.
Linear Timesheets are line by line, with dates on the left.
Cross Tab Timesheets group similar entries together, and have dates in a table on the right.
In both types of views, you have the choice of entry through either the form view or grid view. With all views, you can show, hide and change how you see the columns, in the user control settings pages.
See below for details.
At the top of your timesheet screen, you can choose between the different views by clicking the ‘View’ button.
Choose linear view if you use the start/stop timer function, or if you work on a number of small tasks throughout the day that requires detailed comments.
Tabular Timesheet (Cross Tab)
Tabular timesheets are useful for entering blocks of time against a small number of projects. Tabular timesheets can only show a maximum of 7 days. (The comment detail is hidden but will display if you click in the units field.)
Cross Tab Form
Cross Tab Grid
How to show or hide the columns available in timesheets
An admin user can control the column widths and fields available in the timesheet screens from Administration >> Settings >> User Control Settings.
Click this link for more information on User Control Settings and grid layout.
If your company doesn’t use one of the optional fields available for timesheets in cross tab or linear view, then you can simply set the width to equal zero to hide it.
In the below example, the ‘Client’ field width is set to zero after clicking on the edit button.
Click save once you’ve edited the width.
You can also edit the Task Group, Task, Work Item, Charge, and Activity fields one by one in a similar manner to get the desired look for the timesheet – linear screen.
Required Fields for Timesheets
You can make fields compulsory to be completed by employees in timesheets.
Date and Job/ Job Details (includes Client Abbreviation and Job description) and Units are a system requirement.
Task, Activity, Work Item and Comment, can all be set as required in Abtrac.
You can also determine your company end of timesheet period day, sorting on the Job Details drop down box, auto fill features, rounding rules, prevent incorrect timesheet dates etc.
How to set compulsory fields
An administrator can set Job related requirements (Task, Activity, Work Item and Comment) as compulsory on timesheets from Administration >> Settings >> System Settings >> Clients and Jobs.
See this article Abtrac Quick Start Guide Clients and Jobs section under Defaults when Creating a New Job for more details.
An administrator can also determine business requirements (units, sorting, commit options) from Administration >> Settings >> System Settings >> Timesheets.
You can read more on what each option does in this article Abtrac Quick Start Guide Timesheets section.
Required timesheet units (hours) are set from the Employee details section.
Pop up Warnings when time exceeds a budget
Job Managers and System Admins in Abtrac can also set pop up warnings for staff in timesheets when time entered on a project exceeds the budget amount, or on reaching a chosen value (threshold).
Admins can also choose to receive an email alert letting them know when the threshold is exceeded.
See Threshold Warnings knowledgebase article for more on this.
Watch How to Enter Time in Abtrac
Abtrac Quick Tutorial:- Timesheet views Example and Entry
Abtrac KB# 2017