Excerpt | ||
---|---|---|
| ||
learn how to find time cards |
...
Tip | ||
---|---|---|
| ||
Projector Fundamentals: Time and Cost Management webinar is a great resource to learn about Time Approval Workflows and Permissions in Projector. |
Permissions and Settings
To find time in Projector you must be one of the following:
...
Saved searches are accessible from the dropdown in the upper left.
Once you choose a saved search from the list, the criteria is immediately loaded. You'll then need to click Run Search to execute the query.
...
In the screenshot below you can see a time card search grouped by resource. The darker rows show rolled up information. The lightest rows show individual time cards. If a column can't be rolled up into a single value, we display multiple as a placeholder.
Result Columns and Result Grouping
When you get your search results, you can customize your columns. Resize or reorder by dragging them. Or, click to add/remove columns, set order, and apply grouping. You can save your columns settings as part of your saved search.
To group a column, tick the checkbox next to it.
...
Column | Description |
---|---|
Billing Adjusted Rate | |
Billing Adjusted Revenue | |
Hours | |
Project Code | |
Project Name | |
Project Role | |
Project Task Name | |
Resource | |
Status | |
Time Off Reason | |
Work Date | |
Approval Workflow Flag | |
Approved By | |
Approved On | |
Billable | |
Billed Days | |
Billing Title | |
Chargeable | |
Client Name | |
Client Number | |
Contract Rate | |
Contract Revenue | |
Created By | |
Created On | |
Credit Time Card | |
Description | |
Engagement Code | |
Engagement Cost Center | |
Engagement Currency | |
Engagement Manager | |
Engagement Name | |
Engagement Stage | |
Engagement Time Contract Terms | |
Engagement Time Contract Amount | |
Estimated Remaining Hours | |
For Reporting Only | |
UDFs | |
Invoice Number | |
Primary Approver | |
Primary Approver Email Address | |
Productive | |
Project Location | |
Project Manager | |
Project Rate Type | |
Project Stage | |
Project Task Type | |
Project Task WBS Code | |
Rejected By | |
Rejected On | |
Rejected Reason | |
Resource Cost Center | |
Resource Department | |
Resource Email Address | |
Resource Location | |
Resource Title | |
Resource Type | |
Standard Rate Type | |
Standard Task Type | |
Submitted By | |
Submitted On | |
System Revenue Recognized | |
System Revenue Recognized Rate | |
Work Location | |
Write Up/Down Amount | |
Write Up/Down Percent |
Summary Search Results
For most users, you won't need to leverage summary results. The pivoting capabilities of the normal results grid is sufficient. However, power users and those executing searches on very large numbers of time cards will want to use summary results.
...