Record Hours Worked in the Time Recording Panel
Information
- Hours worked can be recorded in the Time Recording panel.
- In the panel, hours worked are also recorded on cards. Recording hours worked on, for example, boards or projects is therefore not possible.
- Hours worked can be recorded on:
- Cards to which the user has already been assigned
- Cards to which the user is not yet assigned, as long as the user has access to the board of the card.
- Cards on which hours worked need to be recorded regularly can be marked as time recording favorites.
Record Hours Worked on Cards in which One is Planned
Information
- If no hours worked have been recorded yet, initially only cards in which the employee is planned are displayed in the Time Recording panel.
- There is, however, the possibility to add cards in which one is not planned by clicking on the button. See also the section Record hours worked on further cards
Browse the calendar
- Menu → Time Recording
- In the upper left, you can switch to another week
- via the arrow buttons next to the Today button or
- by selecting the week in the date listbox
- By doing that, hours worked can also be recorded on cards which were not planned in the current but in the previous weeks.
- Via the Today button you can switch back to the current week.
Change time recording format
- Users can choose whether they want to record their hours worked in decimal format (e.g. 3.5h) or in HH:MM format (e.g. 03:30h).
- The setting can be changed in the User Settings → Time Recording Settings.
Change time recording method
- Users can choose whether they want to record their hours worked directly below the scale or via the time recording dialog.
- When recording directly below the scale, hours worked are entered directly in the fields for the according day and card.
- When recording via the time recording dialog, a dialog is opened when clicking these fields, in which hours worked can be recorded and comments can be added.
- The setting can be changed in the User Settings → Time Recording Settings.
- If the task the card belongs to is not postable in PLANTA project, an error message is displayed.
- The Time recording key date defined in PLANTA project in the Model and Model Parameters module applies for time recording in PLANTA pulse as well. Via the calendar, you can go back beyond the Time recording key date, however, it is not possible to record hours worked earlier than the Time recording key date. If a user tries to record hours worked before the Time recording key date anyway, the Recording not possible: date is earlier than key date. notice is displayed. Date lies before/on key date
Time Recording Directly Below the Scale
Procedure
- Menu → Time Recording
- In the row of the card, click into the field for a specific day.
- Enter the hours worked.
- Confirm by pressing Enter / CTRL + Enter or click the save button at the top.
- If needed, autosave can be activated in the User Settings → Time Recording Settings.
Details
- Using the tab key or the WASD keys, the individual fields can be navigated.
- If autosave is activated, entries are saved when leaving a field.
- By clicking on the individual cards, the time recording dialog can be opened to edit the entries afterwards.
Time Recording via the Time Recording Dialog
Procedure
- Menu → Time Recording
- Either click on the card title (to record hours worked on the current day) or click on a specific day in the row of the card (to record hours worked on the selected day).
- A dialog box to record hours worked opens.
- Here, enter the hours worked in the Hours Worked field and add a comment, if needed.
- If needed, change the date.
- Click Save or confirm by pressing CTRL/Shift + Enter.
Record Hours Worked on Further Cards
Procedure
- Menu → Time Recording
- Click on the next to the calendar field.
- A dialog box to record hours worked opens.
- Search for the required card.
- Select the required card in the search results.
- In the right area of the dialog box, enter the hours worked in the Hours Worked field and add a comment, if needed.
- If needed, change the date.
- Click Save or confirm by pressing CTRL/Shift + Enter.
Details
- Below the search field, there is a quick access area with the favorites and the cards on which the user has recently recorded hours worked (in the current or the previous week).
Search Cards
Information
- Cards to which the currently logged-in user is not assigned or which don’t have a start/due date in the current week are initially not displayed in the Time Recording panel.
- In order to still record hours worked on these cards, they can be searched via the search field or the search options after opening the dialog box via the as described above.
- You can only search for cards. Boards without cards are not found in the search.
Searching for a search term
- Menu → Time Recording
- Click .
- In the search field, enter the search term.
- Confirm the search query by pressing Enter or clicking the .
- The following attributes are searched:
- By default, cards from all projects are searched.
- In order to search within a specific project the Suchoptionen can be used.
- Via in the search field, the search parameters can be reset.
Search within a specific project via search options
- Menu → Time Recording
- Click .
- Click on the next to the search field to open the search options.
- Select a project in the listbox.
- By doing so, the key word “projectid” and the project key of the selected project are entered into the search field.
- If you know the project key, the key word “projectid” and the project key can also be entered directly into the search field.
- Enter an additional search term in the search field in order to search for specific cards within the project.
- Confirm the search query by pressing Enter or clicking the .
- Via in the search field, the search parameters can be reset.
Details
- Boards without cards will not appear in the search results.
- The case is ignored in search terms.
- If several terms are entered, cards are displayed which contain all terms in the provided order.
- The search results are displayed in 3 tabs:
- Recently Worked On: Cards on which hours worked have been recorded recently
- Planned: Cards to which the currently logged-in user is assigned and which have a start/due date in the current week
- All: All cards the currently logged-in is allowed to view
- The search results are first sorted by project key and then by card key.
Example
- Concept
- finds all cards which contain the term “concept”
- Create concept
- finds all cards which contain the terms “Create concept” (in this order)
- projectid:DEV
- finds all cards in the project with the project key “DEV”
- projectid:DEV Concept
- finds all cards in the project with the project key “DEV” which contain the term “Concept”
- When synchronizing tasks as board in PLANTA pulse new projects are created in PLANTA pulse. The cards of synchronized boards can therefore only be found via the PLANTA pulse project key and not via the functional ID of the project in PLANTA project.
Time Recording Favorites
Information
- Cards can be added as time recording favorites, e.g. if a user wants to record hours worked on them regularly.
- Time recording favorites are always displayed in the upper area and will also continue to be displayed in future and past weeks.
Add card as time recording favorite
- Menu → Time Recording
- In the right area of the card to be added as favorite, click the symbol.
- The card is moved to the Favorites area and is now displayed there until it is removed from the favorites.
Remove card from favorites
- Menu → Time Recording
- In the right area of the card to be removed as favorite, click the symbol.
- The card is removed from the favorites.
Record Hours Worked Directly on Tasks from PLANTA project
In PLANTA pulse it is not only possible to record hours worked on cards, but also to record hours directly on tasks from PLANTA project. This option is called the extended time recording for PLANTA Hybrid.