About time tracking on the TIMESHEET page (project and task levels)

This article is for using the On My Plate (OMP) TIMESHEET page. If you want to track time at the task level inside the project, click here for the article on tracking time inside the project task.

This article also explains the time tags for categorizing and reporting. Check out the other On My Plate page help articles for the TASKS tab and the POSTS tab.

Time tracking is a premium feature for projects in workspaces under the Enterprise plan. 

How-To Video

Continuously show my scheduled work (project-level or task-level)

You can click a button for the TIMESHEET page to always display your scheduled work. This will show the tasks or projects (depending which option you choose) as line items on the weeks where you have been assigned to tasks with their start to due date range landing on those weeks. 

1. Go to the On My Plate page (fork and knife icon on menu).
2. Click on the TIMESHEET tab to open the time tracking page.
3. Click Add Time Item...
4. Click either one of these options
   " + Continuously show scheduled project-level work"
   " + Continuously show scheduled task-level work"
5. The tasks will then show up so you don't have to search for them manually.
6. To stop showing, just go back to the same popup and select the minus button for that line.

NOTE: If you manually add or remove a project or task time line item as explained below, they will not be affected by the above "Continuously show scheduled..." feature. For example, if you manually add a task line item and then later use the "Continuously show scheduled..." feature by turning it on and off, that manually added task will remain showing at all times. A best practice is to use the "Continuously show scheduled..." feature without needing to manually enter project-level or task-level time lines. However, you have the flexibility to use either one.

Enter time for the PROJECT LEVEL

Time can be added to a project level.

1. Go to the On My Plate page (fork and knife icon on menu).
2. Click on the TIMESHEET tab to open the time tracking page.
3. Click Add Time Item...
4. In the popup, click Add Project...
5. If Pie finds you have tasks assigned to you for this week in a project, it will give you the option to click a checkbox to automatically add those projects where you have work assigned for this week.
6. If you had entered project-level time items last week, it will also ask if you want to show those lines again for this week.
7. Otherwise, you can search for a project and to add it to a line.
8. You can add, remove, or create your own time tag. The purpose of using tags is for reporting. The default tag is "Billable". See Creating and Managing Tags section below.
9. Once the time tracking item line is added, click on a cell and enter your hours in whole or fraction hours. 
10. You can also add the same project line twice for the same week and two or more different hours for the same day. For example, you can have one line for billable work and a second line for non-billable work for the same day (using different tags).

Enter time for the TASK LEVEL

Time can be added to the task level of a project.

1. Go to the On My Plate page (fork and knife icon on menu).
2. Click on the TIMESHEET tab to open the time tracking page.
3. Click Add Time Item...
4. In the popup, click Add Project Task...
5. If Pie finds you have tasks assigned to you for this week in a project, it will give you the option to click a checkbox to automatically add those project tasks where you have work assigned for this week.
6. If you had entered project task-level time items last week, it will also ask if you want to show those lines again for this week.
7. Otherwise, you can search for a project, then search for your task, and to add it to a line.
8. You can add, remove, or create your own time tag. The purpose of using tags is for reporting. The default tag is "Billable". See Creating and Managing Tags section below.
9. Once the time tracking item line is added, click on a cell and enter your hours in whole or fraction hours. 

Enter time for NON-PROJECT time

Time can be added to non-project items, such as company meetings, training, events, administration work, days off, etc.

1. Go to the On My Plate page (fork and knife icon on menu).
2. Click on the TIMESHEET tab to open the time tracking page.
3. Click Add Time Item...
4. In the popup, click Add Non-Project Activity...
5. Select your organization to apply this time to.
6. Then either type in your activity name or select from previously defined activity names.
7. You can add, remove, or create your own time tag. The purpose of using tags is for reporting. The default tag is "Billable". See Creating and Managing Tags section below.
8. Once the time tracking item line is added, click on a cell and enter your hours in whole or fraction hours.

Adding TAGS

Tags are used as keywords or categories for reporting purposes. The default tag for each time line is "BILLABLE" and you will find them to the far right of the time lines. You can remove it from any line by clicking the "x" on the tag label. You can download a Data Download report to review logged time for different tags. All tags are managed at the organization level. When you create a tag to be used in one project, it will be available to be used in any other project in any other workspace within your organization.

How to add or remove a tag —

1. To the right of the time bar, click the Add Tag button to open the tag editor.
2. Click on the tag line to show the dropdown list of existing tags. Select the tag you need. If the tag is not in the list, type in the tag label and hit your enter key to add it to the list.
3. You can remove a tag by clicking the tag's "X".

How to update the tag dropdown list —
(Note: To do this, you need to have organization admin permission. You will need to contact that person and ask them to update it for you if you don't have this permission.)

1. Go to the Settings/Workspace page and hover over your organization's bar and click the tag icon button.
2. This page will show what is being used across your organization.
3. To add a new tag, click the Add Tag button.
4. Te remove a tag, click the "x" inside the tag bubble. This will remove the tag from the tag dropdown list inside the project or in the OMP Timesheet page. Note that this will not remove any tags that are already being used for time line items. It only removes it from the dropdown list of choices. 

• If your tag is misspelled, you cannot change the spelling of an existing tag. You can create a new tag with the correct spelling and remove the old tag, but since removing the old tag doesn't update the tags being used in the project timesheet line items, they won't get the update unless you open up every single timesheet item and change them there. As you can guess, this would be very time consuming to do, so be sure to label your tags correctly.

Extra tips for time lines

• You can either enter a time fraction such as 5.25  for 5 hours and 15 minutes, or you can enter the time as 5:15, which will convert it to the fraction for consistency.
• Move forward and backward each week with the left and right arrows on ends of the week headers.
• Click the month/year header to popup a calendar. This is useful for quickly navigating to a different week.