Timecard dashboard console

The Timecard Dashboard consists of all the logged timecards for the user and the total hours worked for a specified duration.

The Timecard Dashboard is accessible to Resource Contributors, Resource Managers, and Resource Masters.

To access Timecard Dashboard, log in to the Portfolio Management application and go User > Log Timecards. Similarly, for external entities (Smart IT), go to the edit view of any entity and go to More > Timecard Dashboard.

The following video (2:41) describes a use case on resource management and time tracking from an IT service desk perspective:

https://youtu.be/ri8SCHQYpSs

The following figure shows the options once you access Timecard Dashboard.

12 - Timecards Dashboard Console.png

The following table describes the Timecard Dashboard Console UI elements:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in Portfolio Management application: Dashboard: The dashboard is visible to all resource contributors, resource managers, and resource masters. It consists of the Pre-Configured Cards and a Card’s settings icon that would allow the currently logged-in user to create new Custom Cards for easy access. Workspace: The menu displays the available workspaces, which include, Ideas, Demands, Projects, Programs, Project Tasks, Resource Requests, and Resource Assignments. The respective workspace displays the list of ideas, demands, projects, programs, projects tasks, resource requests, and resource assignments created within the application. Create: It displays the options to create a new Idea, Demand, Project, Program, Portfolio, and Resource Request. Portfolios: Has the two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application. Resources: This menu displays the list of consoles related to Resource Management, which includes Resource Qualifications, Timecard Approvals, Resource Timecards, and Resource Availability.
		Messages: Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.
		Application Settings: Shows the configuration settings in Portfolio Management application. For more information, see Administering.
		Application Launcher: Contains all the applications, created within Innovation Studio. For more information, refer to Viewing Reports.
		My Profile: Displays the following user options: My Qualifications: Redirects the user to the My Qualifications console, where they can add and manage their qualifications. Refer to My qualifications console for more. Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. Refer to Timecard Dashboards for more. My Availability: An availability tag that can be applied to a user's profile to show they are available for assignment. My Preferences: A field to enter the preferred language of the user. Sign Out: Click to log out of the application.
2	Workspace	List of timecards.
3	Timecard ID	Open a timecard.
4	Functions	Creating\Submitting Timecards: Timecards can be created and submitted via the New and Submit buttons respectively. More information about Creating\Submitting Timecards can be found here: Creating-timecards. Recalling a Timecard: Click on the Recall button to recall a timecard back from approval. Timecards can only be recalled if they are in Submitted status. Deleting a Timecard: Click on the Delete button to delete a timecard. Timecards can only be deleted if they are in Draft Status. Creating a Template: To create a Timecard template, select a timecard that you want to make a template of, then click on Create Template button. This will open up Create Template view, all the information from the selected timecard will be copied over to this view, you can edit or add information on this view, clicking on Save will create a new template, which can be used while creating other timecards.
5	Layouts	The Dashboard helps you manage all the timecards that you have logged, in 3 different layouts: Week, Month and All. By default the dashboard opens in the 'Week' layout, this can be changed via the buttons on the top of the page. Week: Clicking on the Week button will show you the timecards for the current week, You can navigate to the next or previous week by clicking on the Previous Week or Next Week buttons respectively. Month: Clicking on the Month button will show you the timecards for the current month, You can navigate to the next or previous month by clicking on the Previous Month or Next Month buttons respectively. All: Clicking on the All button will show you all the timecards that you have logged for all the timeframes. You can see the sum of the hours of timecards logged at the top of the page, the sum is based on the layout that you are currently using. For example: If the current layout is week, then you will see the sum of hours of timecards for the respective week.
6	Template Administration	Timecard Templates are created to make the timecard creation process more streamlined. For example: If you have a timecard that you submit every week, you create a template out of that timecard and use that template every time you create that timecard. Timecard Templates can be managed from the Managing-my-timecard-templates-console.
7	Search grid	Search for timecards by entering the keywords or timecard ID.
8		Filter the listed records by entering or selecting values. For example, you want to view timecards that are in approved status. To view these records, in the Filter list, select Approved from the Status field and click Apply. You can use preset filters that are readily available to narrow down your search. Preset filters are filters that are available out of the box. Learn more about creating filters in Defining filter presets to search records.
9		Modify the visible columns in the workspace.

Timecard dashboard console

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