The resource tracking feature allows actual time worked to be recorded against the allocated time in a resource request. There are two ways to do this:
Via User Profile
Click on User Profile > Resource Tracking.
The first time you access the Resource Tracking screen via your User Profile, the view will automatically display the current month along with all resource requests for that period. Use the filters on the left-hand side to adjust your view as required.
Filter options:
- Start Date: select starting month
- End Date: select finishing month
- Scale: select daily, weekly or monthly view
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Filters:
- Projects: By default, this filter will include all projects you have been allocated to, both current and historic. Untick any projects you do not wish to view.
- Resource Requests: By default, this filter will include all resource requests you have been allocated to, both current and historic. Untick any requests you do not wish to view.
Via Project
From within a project, click on the Resourcing icon in the left sidebar and then click on the flyout.
Select Resource Tracking from the menu.
The first time you access the Resource Tracking screen via a project, the view will automatically display the current month along with all users and all resource requests for that period. Use the filters on the left-hand side to adjust the view as required.
Filter options:
- Start Date: select starting month
- End Date: select finishing month
- Scale: select daily, weekly or monthly view
-
Filters:
- Users: By default, this filter will include all users allocated to the project. Untick any users you do not wish to view.
- Resource Requests: By default, this filter will include all resource requests associated with the project. Untick any requests you do not wish to view.
Recording Time
Locate the period you wish to record time against and click into the cell. Type in the appropriate number. Any updates are saved immediately. Repeat as needed until all time has been recorded.
Note: You can only record time against your own allocation unless you have been granted permission to enter time on behalf of other users.
Once finished, either click on the Close button in the bottom right (if viewing via the User Profile), or simply navigate away from the screen if viewing via the project.
Advice [System Administrators]
- Please contact Verto Support if you would like this feature enabled on your site. When contacting us please confirm the following:
- Which Project Role(s) should be able to enter time on behalf of other users? By default, users can only record time against their own allocations. Note: Resource Administrators and Managers must be added to a project in an Edit project role in order to make updates on behalf of a user.
- Should the allocated hours be displayed when entering actual time? If allocated hours are hidden, the view will display as follows:
