Content Comparison

To enter time worked, it’s easiest to enter it directly on a work order/phase. From the Work List, click on a phase you worked on.

Clicking on a phase opens the Phase Details window. Click on the clock icon at the very bottom.

When you click on the clock icon, a window opens up with a list of time entries you’ve entered so far for this specific phase.

Info

How the time entry screen from the Phase Details screen differs from the general time entry screen This Time Entry list is now for a specific work order (aka Proposal) and phase, instead of for a specific date. This time entry screen is for the user entering their own time, and not time on behalf of Direct Reports. You don’t enter Leave Time here, because time entered from the Phase Details should only be for work done on that specific Phase.

At the bottom of the Time Entry screen is the Add New Entry section. The Time Type defaults to Regular. Click on the drop-down arrow for the field to view the other options.

Examples of other Time Type options include on-call, inclement weather (IWCH) and overtime (OT). Click on your selection.

The Labor Class field auto-populates according to your profile. But if you click on the drop-down arrow, you can view all of the other values under this field.

Click on the Work Date field, directly on the date to adjust it. Be sure you’re entering time under the correct date.

Select the Work Date you’re entering time for by scrolling to the correct month, day and year. The day of the week appears in light gray at the bottom-center of the pop up screen. Click Done to make your selection, or Cancel to close the pop up.

The Time Description is optional, but check with your manager to see what they prefer. This gets added to your timecard and not to the phase. If you want to also add it to the phase notes, click Copy to Phase Note, but you can also type in a separate Phase Note, unique to the Time Description.

Click on the drop-down arrow next to the Action Taken field to categorize your Time Description entry. If nothing happens, that means there are no options.

The Phase Note field adds a note to the phase’s public notes log. Click the dropdown arrow to select the Note Type.

If the work you performed for this time entry falls under one of the four categories listed under Differentials, click on the check box under the correct option.

If the type of work performed falls under one of these categories, you are entitled to additional hourly pay. Check with your manager for a full description of differentials.

Lastly, don’t forget to enter the time worked in the Hours field.

When you are finished, click Save to add your time entry.

The entry is now added to the top of the Time Entry screen. Because I clicked on Essential under Differentials, there is one line with 4 hours at the regular rate, and an additional line with the same 4 hours entered at the Essential rate that’s added on.

Repeat the steps above to create additional entries, or hit Close to return to the Phase Details window.

I entered notes using the Time Entry screen in the optional Phase Notes field. That note is added to the phase’s Notes Log, and can be viewed by clicking on Notes Log in the Phase Details screen.

Click on the Notes Log. The last note in the list was entered via the Time Entry feature. Click Close when done viewing.

That same note is automatically added to the WO Notes, for the work order this phase is attached to. Click on WO Notes.

Anything added to the phase Notes Log is also added here, because it’s relevant to the linked work order.

Another way to access the Time Entries feature is by left-swiping a phase from the Work List, and then clicking on Add Time.

Click on Add Time. From here, you can add time the same way as we did in the previous section (clock icon from the phase details screen).