Create Working Hours Entries
Objective
To create Working Hours entries in the project's Site Diary tool.
Background
Things to Consider
- Required User Permissions:
- To create entries:
- 'Standard' or 'Admin' level permissions on the project's Site Diary tool.
- To create pending entries as a collaborator:
- 'Read Only' or 'Standard' permissions to the Site Diary tool with the 'Collaborator Entry Only' granular permission enabled on your permissions template. See Create Site Diary Entries as a Collaborator.
- To create entries:
- Additional Information:
- Certain fields in the Site Diary's Working hours section can be configured as required, optional or hidden in the Company level Admin tool. See Which fields in the Site Diary tool can be configured as required, optional or hidden?
- If you want to allow individual contacts to be selected in the Company field, you will need to enable the Include Employees in 'Company' Dropdown setting in the Site Diary tool's configure settings. See Configure Advanced Settings: Site Diary.
- Entries made by collaborators are marked as 'pending' until approved by an administrator.
Steps
- Navigate to the project's Site Diary tool.
- Scroll to the Working Hours section.
- Fill out the following fields as appropriate:
Tip! Certain fields in the Working hours log can be configured as required, optional or hidden in the Company level Admin tool. See Create New Configurable Fieldsets.- configurable fieldset applied to the project. Note: This field is not enabled by default, so it may not be available on your entry. Company Admins can add the field through a
- configurable fieldset applied to the project. Note: This field is not enabled by default, so it may not be available on your entry. Company Admins can add the field through a
- Click Create.