Getting Started Guide

Timesheet for bugs

Timesheet for bugs is displayed in List View, Grid View and Calendar View. Timesheets are used to calculate resource utilization, logged hours for a bug, billable amount and so on.

List View

In List View, bugs are displayed on a daily basis for a selected week and you can also see the total billable and non-billable hours for that week. By default, the current week is displayed with its billable, non-billable and total status.

Log time for a project

You can select a project in your bugtracker and log time for the bugs.

To log time for a selected project:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
    timesheet-location
  4. In List View, click Log Time.
    listview-logtime
  5. In Date, select the date to login time.
  6. In Users select the user. If you are a :
    •    Employee / Contractor - Only your name will be listed in the Users drop-down.
    •    Portal Owner / Admin / Manager - You can view all the project users and log time for them.
  7. In Bug, select the desired bug.
  8. In Notes, specify any additional comment, if any.
  9. In Hours, specify the time period for the bug.
    •  You can also click Set Start & End Time to set the time period for the bug.
  10. In Billing Status, select the status.
  11. Click Add Log Hours to add the time period to the bug.

Log weekly time for a project

You can select a project in your bugtracker and log time for the bugs for one entire week.

To log weekly time for a selected project:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
  4. In List View, click Weekly Log Time.
    • By default, the current week is displayed with five entries. However, you can click Previous Week to select the desired week and if required, also click Add Row to add another entry.
    listview-weeklylogtime
  5. In Username select the user. If you are a :
    • Employee/ Contractor - Only your name will be listed in the Username drop-down.
    • Portal Owner / Admin / Manager - You can view all the project users and log time for them.
  6. In Bug, select the desired bug.  
  7. Specify the periodical daily time spent on the bug for that week.
  8. In Status, select the status.
  9. Click Save and Add New to save the time and add another entry.

Export timesheet

You can export the timesheet for a selected project, if required.

To export time sheet for a selected project:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
  4. In List View, click Export Timesheet.
    export-timesheet
  5. In Login Name, select the desired project user
  6. In From, select the date from when to export the time sheet.
  7. In To, select the date until when to export the time sheet.
  8. In Format, select the file format to export the time sheet
    • You can export time sheet only in xls or csv format.
  9. In Billing Status, select the status.
  10. Click Export, to export the time sheet.

Create an Invoice

You can create an invoice to calculate the billable amount for the selected item.

To create an invoice:

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
  4. In List View, click Create Invoice.
    invoice-location
  5. You will be directed to Zoho Invoice.
    listview-invoice
  6. In Select Project, select the desired project.
  7. In Rate, specify the rate per hour.
  8. In From Date, select the date from when to create the invoice.
  9. In To Date, select the date until when to create the invoice.
  10. In Invoice Type, select desired option.
  11. Click Create Invoice to create the invoice item for the selected invoice type.

Edit / Delete-timesheet

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
  4. In List View, select the desired bug, click Action menu and then click Edit.
    listview-edittimesheet
  5. Modify the bug details as required.
  6. Click Submit to update the changes.

To delete time sheet entry :

  1. In HOME, click Projects.
  2. In Projects list view, select the desired project.
  3. Click Timesheet.
  4. In List View, select the desired bug, click Action menu and then click Delete.
    listview-deletetimesheet
  5. A warning message for deleting the timesheet is displayed.
    listview-deletewarn
  6. Click OK to remove the time sheet entry.

Note:
In List View, you can filter the views based on User, Time and Type. If required, you can navigate to Calendar View and Timesheet Reports.

Calendar View

In Calendar View, total log time for both billable and non-billable is displayed against the dates in a calendar based on months. You can click on a selected date to view its time sheet in List View.
In Calendar View, you can filter the views based on User and Type. If required, you can navigate to List View and Timesheet Reports.

You can perform the following activities from Calendar View:

  • Log Time
  • Weekly Log Time
  • Export Time sheet
  • Create Invoice.

In addition, you can also log time by moving the mouse pointer over any selected date and then clicking Log Time to add hours.

calendarview-logtime

Grid View

In Grid View, bugs are displayed within grids for a selected time period and you can also see the total billable and non-billable hours for that week.

grid-view

Time sheet Reports

You can view the total log time of the project users in any selected project on a monthly basis. If required, you can navigate to List View and Calendar View.

timesheet-report

My Time sheet

In My Timesheet, you can view only your time sheet entries across projects. You can view your time sheets in List View and Calendar View.

My Timesheet - List View

You can view your entire billing status across projects for any selected time period. Bugs are displayed along with its associated project, owner, billable or non-billable status and its log time. You can filter bugs based on Project, User, Time (Week, Month or Day) and Type (Billable or Non-Billable).

Log time across projects

You can log time for bugs across all the projects that you work.

To log time across projects:

  1. In HOME section, click My Timesheet.
  2. Click Log time.
    mytimesheet-logtime
  3. In Project, select the desired project.
  4. In Date, select the desired date.
  5. In Users select the user. If you are a :
    •  Employee/ Contractor - Only your name will be listed in the Users drop-down.
    •  Portal Owner / Admin - You can view all the project users and log time for them.
    •  Manager - You can view all the project users for the projects that you manage and log time for them.
  6. In Bug, select the desired bug.   
  7. In Notes, specify any additional comment, if any.
  8. In Hours, specify the time period for the bug.
    • You can also click Set Start & End Time to set the time.
  9. In Billing Status, select the status.
  10. Click Add Log Hours to add the time period to the bug.

Log weekly time across projects

You can log time period for one whole week together for the bugs across all the projects that you work.

To log weekly time across projects:

  1. In HOME section, click My Timesheet.
  2. Click Weekly Log time.
    mytimesheet-weeklytime
  3. By default, the current week is displayed with five entries. However, you can click Previous Week to select the desired week and if required, also click Add Row to add another entry.
  4. In Project, select the desired project.
  5. In Username select the user. If you are a :
    • Employee/ Contractor - Only your name will be listed in the Username drop-down.
    • Portal Owner / Admin - You can view all the project users and log time for them.
    • Manager - You can view all the project users for the projects that you manage and log time for them.
  6. In Bug, select the desired bug. Specify the periodical time spent on the bug for that week.      
  7. In Status, select the status.
  8. Click Save and Add New to save the time and add another entry.

Export My Timesheet

You can export your time sheet across projects for billing purpose. And you can export timesheets as pdf using the Export to pdf option.

export-mytimesheet

Edit / Delete My Timesheet

You can edit or delete your time sheet entries across any project.

actionmenu-mytimesheet

My Timesheet - Calendar View

In Calendar View, your total log time for both billable and non-billable is displayed against the dates in a calendar based on months. You can click on a selected date to view your timesheet in List View.

In Calendar View, you can filter the views based on Type and Show by.
You can Log Time, Weekly Log Time and Export Timesheet in Calendar View.

In addition, you can also log time by moving the mouse pointer over any selected date and then clicking Log Time to add hours.

Action Menu in My Timesheet

Top