ProjectLoad Blog

After diligently filling out your timesheet each day, you may wish to review the information before closing the period. There are several ways to get an “overview” look at your timesheets for a month or pay period, and all of these methods will allow you to jump directly to particular days if you need to make adjustments.

The most common method of reviewing your daily timesheets is from the Monthly tab on the ProjectLoad Menu bar. The Monthly page lists each day of the month in calendar format, and displays the total hours worked on each day. The total is broken into how much time when into each project on each day to give you a feel for where your time went. The system will also include forecasted hours on each day into the future to show how many hours you are projected to spend on each day. You can jump directly to any day in the month simply by clicking on the date in each box.

A second method for getting a quick snapshot of how much time you have entered for the month is to go to the Settings page and set your Home Page Options to display the Monthly Timesheet. You will need to decide if you want it shown on the right or left side of the page (right is usually best since it fits nicely under the Active People box). Once you set this option, your Home Page will include a small calendar of the month that shows the total number of hours you have entered for each day. You can jump directly to any day in the month simply by clicking on the date in each box.

A third method is available from the Reports menu. If you run a Timesheet Report you will get a detailed display of how you spent each day in the pay period. The report is organized as a table that lists the dates across the top and the individual activities (organized by project) down the left side. From this report, you can see exactly how you entered your time for each day of the period. You can also jump directly to any day by clicking in the column heading for that day. The Timesheet Report is opened in a pop-up window, but if you click on a column heading in the report, the underlying ProjectLoad browser will automatically move to the timesheet for the day you picked. You can make changes for that day, save them, and then click the Refresh button in the Timesheet Report to see the effect of your changes.