![]() This will present you with the selection criteria screen populated with the appropriate entries. To view what criteria is automatically being supplied, simply run the quick report and then click on the Back to Criteria button. the Leave Balance quick report uses the current calendar year, always show the project title, limits output to only Leave projects, etc.). The criteria pre-configured will vary based on the type of each report (e.g. Users can run their own version of these reports with their own custom selection criteria (via the Reports menu option). These reports may include:Įach of these links will invoke a standard Unanet report, providing pre-determined selection criteria (commonly used criteria). The Quick Reports section will contain additional built-in reports that can be launched directly (bypassing the selection criteria screens). Similar to the concept of My Reports, users can define saved selection criteria for various lists for one click running (such as lists of people, list of projects, and even Project Notes selection criteria). Similar to the concept of My Reports, Administrators can define saved reports and make them available for others to run.Īdministrators can check out Sharing Reports for more information. ![]() Once you save a report or create an ad-hoc report, you can control which saved reports and/or ad-hoc reports will appear in your My Reports section so that you can quickly run the report directly from your dashboard (without having to supply selection criteria).Ĭheck out Saving Report Criteria and Adhoc Reporting for more information regarding those topics. If you have a certain report that you run on a frequent basis with the same or similar selection criteria, you can save and reuse that criteria. My Projects - Can be used to manage which Projects/Task will show up on the user's timesheet or expense report. Plan - Selecting this menu option will present the user with a list of their current planned work entries, where they can review and create additional planning entries.ĮTC - Selecting this menu option will present the user with a search/list screen for viewing and updating assignment ETC values. If no timesheet exists for the current date, then the user will be directed to the Timesheet Add screen. List - Selecting this menu option will present the user with a list of their Active and Historical timesheets.Ĭurrent - Selecting this menu option will directly jump the user to their current timesheet (that is, an existing timesheet for the current date). Leave Request Add (adding a request for leave)Īuto-fill Timesheets (auto-populate last period's projects on current timesheet)ĬA Overtime Rules - Quick Topic - Best Practices for Handling Time and a half Overtime and Double Time in Unanet (search for this topic in the Knowledge Center)ĭepending on each user's roles, the following submenu items may be available under the Time main menu item: Topics covered on this help page include: This dashboard is available with any of the following Unanet licenses: Project Time, Project Tracking, Project Portfolio, Project Tracking Financials and Project Portfolio Financials. The sections and options that may appear depend on which roles a user has. This dashboard is available to users having any of the following roles: Timesheet User, UnaSource User (and their alternates). Below is an example dashboard screen with a description of the various items that may be included. The Time Dashboard provides a number of navigational links, summary information, helpful tips and more.
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