The Timecard Dashboard provides the list 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 applicationand go to User > Log Timecards. Similarly, for external entities (Smart IT), go to the edit view of any entity and go to More > Timecard Dashboard.
Important
You can also access it from the pre-defined card, Timecard Dashboards, available on the logged-in screen/ Dashboard. For information on Cards, see Cards-Overview.
The following video (2:41) describes a use case on resource management and time tracking from an IT service desk perspective:
The following figure shows the options once you access Timecard Dashboard.
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 the Portfolio Management application:
Dashboard: The dashboard is visible to all resource contributors, managers, and 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, project tasks, resource requests, and resource assignments created within the application.
Portfolios: This has two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application.
My Competencies: Redirects the users to the My Competencies section, where they have different consoles to add and manage their qualifications, trainings and examination certificates and keep track of their assessment history. For more information, see Managing My Competencies.
Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. For more information, see Timecard Dashboards.
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
New: To create a new timecard.
Creating Multiple 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.
Recall: Click on the Recall button to recall a timecard back from approval. Timecards can only be recalled if they are in Submitted status.
Submit: To submit the timecard.
Delete: Click on the Delete button to delete a timecard. Timecards can only be deleted if they are in Draft Status.
Create 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.
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.
