Some quick fire FAQ’s for Hub Planner Timesheets.
What are Hub Planner Timesheets?
Can I report time against a Project with multiple Booking Categories?
Yes, You can add as many categories as you like.
Simply click ‘Add Project Time’ and select the category you wish to report time against. A new row will appear. Add the time in the relevant day(s).
These need to be set up by an Admin user via Settings.
What are Booking Categories?
Can I change a Booking Category?
Yes, if you wish to change the booking category, click the 3 dots at the end of the row and choose Change Category. Select the category you wish to report time against. The row will now automatically change with the new booking category selected.
How do I reset a Row?
Click the 3 dots at the end of the row and choose Reset Row. This will revert the row to what it was before (suggested time) you started to add Actual Time.
Can I download Timesheets?
Why should I display Scheduled Time?
This will add a row of scheduled time to the time entry. This will aid you visually as you report time, you will still have sight of what was scheduled.
How do I display Scheduled Time?
Timesheets -> Options -> Display Scheduled Time. To restore, simply tick Display Scheduled Time again.
What’s Compact View?
How to access Compact View?
How do I navigate to a particular date in Hub Planner Timesheets?
There is a small calendar icon located to the right of the timesheets header. Clicking this will reveal a date picker where you can choose the week you want to view.
Can I toggle timesheets between weeks?
Where is the Timesheet Status Table?
Can I filter the Resource list in Hub Planner Timesheets?
Yes. From the sidebar make sure you have the filter activated from the tools menu. The use the filter to type or check from a list of resources to filter.
How can I see Resource Groups in Hub Planner Timesheets?
Yes, Use the sidebar to view groups of resources at once. Note you will need permissions to see the groups.
Can I hide Projects which have no Booked and Actual Time Report?
Absolutely, to enable / disable the setting, navigate to the sidebar, and you will find it under Tools / Options.
Can I add a Note to Time Entry?
Yes. You can either hold down the SHIFT key and click any time entry and have the possibility to enter a note view the menu. Alternatively you can use the tools menu located to the right of each row to access a tool menu and access the notes. Each note will auto save for you.
Will my notes be displayed in Reports?
Yes. Ensure to add ‘Time Entry Note’ column to the report.
What does Un-submitted State mean?
This is a visual reference to you that time has not been reported/submitted by you. The system remembers the state of this time and when you submit it, it turns green (orange if Approval mode is on) and gets a state of Submitted (Pending if Approval mode is on).
Who can see Un-submitted Time?
What is Suggested Time?
Do I need to have booked (scheduled) time to use Hub Planner Timesheets?
What does the red “Filtered” tag displayed above a resource mean?
This is displayed when you have the setting enabled to hide projects with no booked and actual time. It is visually explaining to you the affected rows where you are hiding rows based on this setting. To enable / disable the setting, navigate to the sidebar, and you will find it under Tools / Options.
How Can I View Booked Time on Hub Planner Timesheets?
In the sidebar there is a group called Tools | Options. In here you can check a box which will display a small box top left with the booked time as a reference.
Can I View just 1 Day?
No, the smallest view in viewing a week of booking and reporting information.
Can I view / edit other resources Hub Planner Timesheets?
Where is Timesheets located?
You will find Timesheets in your header navigation.
Time sheets is missing from my Header, where is it?
Can I report time on Events like Sick leave, Vacation, Meetings etc?
Yes. If not already scheduled, you can add a new time entry directly from your Timesheet. Simply select the ‘Add New time Entry’ button at the top left of your timesheet. A popup will open. Click the Events tab and select the event you want to report time against. A new row will appear in your Timesheet under the Event name. Add the time to the days as required and submit when ready.