Bulk Time view

Enter your total hours worked for the day or week in this view. This weekly grid lets you quickly distribute hours worked across one or more days or projects. Use it to copy and paste work from previous weeks or to edit timesheet information. This view shows rolled up time entries per project and task for each day of the week.

You can add or edit time entries for any day in this view until they have been sent to Track-IT. Days that have been sent are marked in yellow (see Figure 1 below). You can however add new entries for those days from the Timesheet or Timer views.

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Figure 1: This is a screen shot of the Bulk Time view. Notice that for Thursday, Sept 30, the day is highlighted in yellow. This day cannot be edited from this view because the time entries have been sent.

Ü If you edit a day where time entry was done using the Timesheet or Timer views, time entered will be rolled up (i.e. if you have two time entries for the same project and task, it will be rolled up into one). Time entries for the day will start at the time specified in your "My day starts at" setting (or the first available time), overwriting any specific "start" and "stop" times, custom field or description data entered.

Ü Use the Auto-display projects and tasks to view (or hide) previously used projects and tasks.

To enter a time entry or distribute time over multiple days/projects:

1. Select View, Bulk Time from the menu (or click the Bulk Time button $image\bulk.jpg$ on the side shortcut bar). The Bulk Time view will be displayed.

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2. Select the Date from the Week ending box.

Ü Click the red circle to automatically select today’s date.

3. Click the Add button $image\add.jpg$ on the top toolbar (or select Edit, Add Row from the menu, or right click and select Add Row). A pop-up box will be displayed.

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4. Select the task from the list and double-click the task to add a new row in your weekly timesheet grid. Double click any other item to add as many rows to the grid or click the Add All button to add all items. Click OK when done.

5. In the weekly grid, enter the total number of hours worked in the appropriate white box corresponding with the project/task.

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6. As shown below you can enter additional information for the time entry in the lower half of the view, this includes Descriptions, Overtime Rates and Custom Fields.

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7. To quickly distribute hours worked for multiple days or projects, add projects/tasks to your worksheet (steps 3 and 4 above), select the applicable rows or columns, right click and select Add Total Time from the menu.

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8. Enter the Total hours worked.

9. Click OK when done.

Task Progress Statistics

In the Bulk Time view, Task Progress information is displayed in the bottom pane. This information displays a task’s progress against budgeted time and the timesheet entry tool user’s estimate.

Click on a task to display its Task Progress information. If a task is a global task then "No Estimate information available for this Task" appears.

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Task Progress description

Ü The task’s scheduled Start and Finish dates. The Task start and finish dates can be changed in the Project Budgets and Gantt views in Track-IT pro.

Ü Budget – Actual. Displays the Budgeted hours required to complete a task, the Actual hours worked against that task and the difference. Note that Budgeted hours are entered in the Estimated Hours column of the Project Budgets view in Track-IT pro web or Track-IT pro.

Ü Displays the employees Estimate to Complete entered in the Estimates view of Track-IT light or Track-IT web edition. Changes made to the Estimate to Complete are sent to Track-IT pro and Track-IT pro web and are displayed in the Project Budgets view.

To edit a time entry:

1. Select View, Bulk Time from the menu (or click the Bulk Time button $image\bulk.jpg$ on the side shortcut bar) if you’re not already there.

2. Select the Date from the Week ending box.

Ü Click the red circle to automatically select today’s date.

3. Go to the appropriate box and edit the time entered.

Ü You can add or edit time entries for any day in this view until they have been sent to Track-IT. Days that have been sent are marked in yellow. You can however add new entries for those days from the Timesheet or Timer views.

Ü If you edit a day where time entry was done using the Timesheet or Timer views, time entered will be rolled up (i.e. if you have two time entries for the same project and task for the day, it will be rolled up into one), and time entries for the day will start at the time specified in your "My day starts at" setting (or the first available time), overwriting any specific "start" and "stop" times entered. Descriptions and Custom Fields from the same Project/Task combinations for one day will take the values of one of the multiple entries. To preserve the existing detail, edit time through the Timer or Timesheet view.

To delete one or more time entry:

1. Select View, Bulk Time from the menu (or click the Bulk Time button $image\bulk.jpg$ on the side shortcut bar) if you’re not already there.

2. Select the Date from the Week Ending box.

Ü Click the red circle to automatically select today’s date.

3. Select one or more boxes to delete.

4. Right click and select Delete Selected Cells to delete all entries in the selected boxes or simply enter 0 in the appropriate box.

Ü Deleted items cannot be recovered.

5. To delete a row, select the row and right click to select Delete Row. When you delete a row, it will only delete time entries for the displayed week.

Ü When you delete a row, it does not delete projects or tasks, only time entries displayed in the current week.

Ü You can only delete one row at a time. If you have more than one row selected, the row marked in bold is the one which will be deleted (see Figure 2 below).

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Figure 2: In this case, the "ACME-Development: Bug fix" row is the one that will be deleted.

To Copy/Paste time entries:

1. Select View, Bulk Time from the menu (or click the Bulk Time button $image\bulk.jpg$ on the side shortcut bar) if you’re not already there.

2. Select the Date from the Week ending box.

Ü Click the red circle to automatically select today’s date.

3. Select one or more boxes to copy, right click and select Copy.

4. Select the first box to paste, right click and select Paste.

Ü You do not need to select the same number of boxes to paste. Simply select the first box to paste.

Ü If you’ve selected time entries across multiple days, they will be copied to following days but will not go beyond the displayed week.

To create a row filter:

1. Add the rows that you would like to display each time you open the Bulk Time view.

Ü You can add a row using the "Edit, Add Row" menu command or you can hide rows by using the "Edit, Hide Row" command.

2. Click New, enter a Name for the filter and select OK.

Ü You can delete a filter by selecting the remove button or edit the filter by adding/hiding rows and selecting Save.