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View Timecard Summaries in Company Level Timesheets

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Objective

To view the summary of project timecards in the company's Timesheets tool.

Things to Consider

Prerequisites

  • For a person to appear in this tool, they must be added to a Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a User Account in the Project Directory.
  • Employees who are only entered in the Company Directory can be selected if the 'Can company employees be tracked on all projects?' setting is enabled. See Configure Advanced Settings: Company Level Timesheets.
    • With the setting 'Can company employees be tracked on all projects?' enabled, you must have at least 'Read Only' permissions on the Company Directory tool to see all employees and workers.

Steps

  1. Navigate to the company's Timesheets tool.
    The timesheets page automatically opens to the current work week. See Configure Advanced Settings: Company Level Timesheets to configure your company's work week. 
  2. Click the Weekly Summary tab.
  3. Click the caret icon next to the person's name to expand the summary and see hours by time type.