Timesheets Calendar View

Use on of the topics below to learn how to add each type of record

• Timesheets
• Cash Expenses
• Travel Expenses

The calendar panel opens to show the current month by default. You can see the number of hours entered in your timesheets, and the value of the expenses against each date.

The calendar view also has several colours that are shown:

• Green - Submitted timesheet hours
• Yellow - Not submitted timesheet hours
• Red - Expense dollar value

Click the image above to see the colours in the calendar.

The Submit button is found above the calendar, and is used to send the timesheet to Synergy so that it can be seen inside a Project. Only timesheets need to be submitted, for an expense this process happens automatically.

How this setting works depends on if the Timesheet Approval process to have a manager check all timesheets is switched on/off in the desktop application. IF:

• Approvals is OFF - Then Timesheets are automatically submitted, and you do not need to use this button.
• Approvals is ON - The you MUST use this button to submit each days timesheets for approval by your manager. Do this by:
  1. Enter your timesheets (see the add time instructions)
  2. Where you entered timesheets, the dates are now shown in yellow in the calendar.
  3. Selecting a date shown in yellow to display those items in the right panel. Timesheets will show in yellow as 'Time Non Submitted'.
  4. Click a Submit button or above the calendar.
  5. That days timesheets have now been submitted for approval and is shown in green in the calendar.
  6. Repeat this for each other day that shows in yellow in the calendar.

The undo submit button is found above the calendar, and is used to remove the timesheets entered on day from being 'submitted'. This means they stop showing as WIP within a project in the desktop application, and they cannot be invoiced or approved by your manager (when approvals is ON). When a day is changed to 'non submitted' it is shown as yellow in the calendar.

Approvals - Use the Undo Submit button when you need to edit a timesheet entered for approval. If the timesheet has not yet been approved you can use the 'undo submit' button to then make the 'edit' option for the timesheet available in the web application.

This button has no effect if you use 'undo submit' on a day that has already been approved. Once the day is approved you cannot amend your timesheets and will need to contact your manager to make any changes.

Use the print button to create an on-screen report which you can print or save as a PDF file. This report can be run to display either your entered timesheets, or your expenses (cash and travel).

Read step by step instructions on how to use the cloud reports.

Use the 'today' button above the calendar to return to viewing the timesheets entered for today, and the current month in the calendar view. This can be helpful when you have toggled back to see a few months ago, and want to now enter more items for this month/today.

Use the buttons above the calendar to switch which month is shown. Change to next month or last month .

If you need to switch back many months then try using the Year view. Click the Summary tab > select the Year report view from the list. There you can easily toggle back years, and select a certain month from the year calendar view.

1. Hours/TimeThe total number of hours you have entered in the timesheets is shown in the calendar for each date. This lets you see at a glance if you have entered the required number hours for each working day. i.e. that 8 hours of time has been entered. The number of hours are shown in green if they have been submitted, or shown in yellow if they are unsubmitted. Unsubmitted timesheets are not shown in the project, and are not shown in the timesheet approvals wizard.
2. Expenses valueThe total dollar value you have entered as a cash or travel expense for each date. The expense value is shown in red.

Select a date in the calendar where timesheets already exist. The right panel displays the details in a green box for each entered timesheet:

1. Project Number and Name
2. Sub Project Name
3. Rate
4. Task
5. Status - The status of the timesheet entry is shown in blue. The status options are 'approved', 'queried', 'invoiced' or 'not committed'. If using approvals additional status shown include 'pending approval' and 'declined'.
6. Number of hours
7. Overtime rate name (when a non standard rate is selected)
8. Note

Select a date in the calendar to view the already entered expenses (cash or travel expenses). The right panel displays the following details in a red box for each expense:

1. Project Number and Name
2. Sub Project
3. Rate - for Cash and Travel expenses
4. Expense Type
5. Note
6. Expense value (including tax)
7. Number of units
8. Status - The status of the expense entry is shown in blue. The status options are 'approved', 'queried', or 'invoiced' . If using approvals additional status shown include 'pending approval' and 'declined'.