Depending on your role in WorkBook, you can enter your own time in
Resources on tasks assigned to another employee. Workbook saves the time in
Time & Entry. For example, if you are the employee's manager and you also need to enter your own time for the task that the employee is working on.
Note: You must have permission to add, delete, and modify resources to complete this task.
To enter your time on a task assigned to another emppoyee:
-
On the main toolbar, click
Resources
.
-
On the right side of the grid toolbar, under the filter icon
, select
Resource Default Grid from the drop-down menu.
-
Select the employee assigned to the task that you want to enter your own time on by completing any of the following actions:
- In the
Search in Grid field, enter the name of the employee, then select it from the grid.
- Click the
Filter field next to the
Search in Grid field, select
Employees as your filter, and select the employee from the grid.
-
On the grid toolbar, click
Resource Information
/ to display the employee card.
-
On the side toolbar of the employee card, click
Tasks
.
-
Click the Grid View tab
.
-
Click
on the top toolbar of the employee card, then click
View Schedule on a Subpage.
-
In the top grid, select a job.
-
In the middle grid, select the task for which you want to enter time.
-
On the top toolbar of the top grid, click
, then click
Create Time Entry.
-
Use the fields and options in the Time Entry dialog box to enter time for the selected task.
-
Click
OK.
WorkBook displays the hours on your time sheet in
Time & Expense.