Dashboard > Time Center OR
Dashboard > Select a project > Timecards
Exploring Time Center and Timecards: A Guide to Tabs and Views
SiteMax Systems offers a comprehensive Time Center and Timecards feature, providing users with efficient ways to manage time entries for People, Equipment, Material, and generate Reports. Let's delve into the different tabs and available views within each tab for a clearer understanding.
1. People Tab
a. List View
The List View in the People tab organizes time entries in rows, allowing users to easily scan and review entries sequentially. Here are some smart tips to enhance your experience:
Column Customization: Use the gear icon to manage column visibility and order. You can rearrange columns and customize your view.
Scrolling Options: Horizontal and vertical scroll bars help navigate through large datasets.
Filters and Period Selection: Utilize filters and the "Select Period" option for quick and precise time entry retrieval.
Sorting: Alphabetically or numerically, sort entries by clicking on the respective column header.
Entries Display: Adjust the default entry display limit (up to 500) in the "Show" field at the lower right corner.
a.1. Status Icons
Unshaded Globe: Entry made outside GeoFence
Shaded Globe: Entry made within GeoFence
Form and a person icon: Manual entry
Form and a pencil icon: Entry already approved
Form and a gear icon: Entry already processed
Padlock: Entry locked or unlocked
a.2. Bulk Actions
In List View, users can efficiently perform bulk actions for both the People and Equipment tabs:
Approve/Undo Approve
Process/Undo Process
Bulk Edit
Bulk Delete
Bulk Lock/Unlock
Bulk Push to QuickBooks
a.3. Individual Actions
For specific time entries (with correct permissions):
Edit and Save fields
Delete Entry
Approve and Undo Approve
Process and Undo Process
View detailed changes through the history function
b. Tile View
Tile View organizes entries by user names, offering a summary of time entries. Users can quickly locate a user using the search bar, tags, titles, or the "Select Period" feature. Clicking a user's name in Tile View transitions seamlessly to List View, filtered for the selected user and period.
What you can do in Tile View:
Add Time Entry: Click the "+" icon on the user's tile to add a time entry.
c. Grid View
In Grid View, entries are sectioned by user names, detailing hours and dates for the selected period. If in Time Center, different project details are included. Users can add entries using the "Add Time" button or the "+" button in each user's section.
Tips for Grid View:
Search and Filters: Utilize search, tags, titles, order by, and "Select Period" for efficient navigation.
Sorting Options: Alphabetically, numerically, or by status, choose how entries are sorted.
2. Equipment Tab
a. List View
Similar to the People tab, the Equipment tab's List View allows users to manage time entries efficiently. Customization options, Smart Tips, and status icons are consistent with the People tab.
a.1. Bulk and Individual Actions
Bulk actions and individual actions for equipment entries mirror those available in the People tab.
b. Grid View
Grid View for the Equipment tab organizes entries in section by equipment names, detailing hours, dates, and projects (in Time Center). Users can add equipment entries using the "Add Equipment" button or click the field below the dates in the section.
Smart Tips for Grid View:
Efficient Navigation: Use search, classification, category, and filters to quickly find equipment logs.
Sorting Options: Alphabetically sort entries by tool name.
3. Material Tab
a. Table View
The Material tab offers a single Table View, displaying time entries in rows. Smart Tips, customization options, and sorting features make it easy to navigate and manage material logs. Individual logs can be modified by clicking on the material name within the table.
Smart Tips for Table View:
Customization: Manage column visibility and order with the gear icon.
Efficient Navigation: Use filters, "Select Period," and filtering options for seamless exploration.
Modification of Individual Logs:
Edit Material Logs: Click on the material name within the table to modify individual logs.
4. Reports Tab
a. Tile View
The Reports tab features a Tile View, where each tile represents a template with customized reports for user time entries, equipment entries, material logs, or a combination.
What you can do in Tile View:
Template Editing: Click on the gear icon (each template or tile has) to edit report templates.
Detailed Summary: Click on a tile, and at the bottom, it will show a summary of all entries for the selected duration, exportable in CSV, XLSX, or PDF format.