Operations Management – Timesheets

Purpose

Timesheets record the actual hours worked by each user.
They support organizations in:

• tracking time spent on projects, services, and internal activities

• comparing planned effort (Estimation / Allocations) with executed effort

• feeding cost management, invoicing, and profitability analysis

• ensuring compliance with internal time-tracking policies

Timesheets can be created manually by users or generated automatically based on approved allocations and other integrations.

Access Path

Control Center → Operations Management → Timesheets

1. Timesheets Overview

The Timesheets landing screen contains three complementary views:

• List – detailed timesheet records
• Calendar – daily and monthly visual time tracking
• Timeline – Gantt-style diagram grouped by user

At the top of each view, summary counters display:

• Approved timesheets
• Rejected timesheets
• Submitted timesheets
• Worksheet (draft) timesheets

List View Landing

1.1 List View – Detailed Daily Records

The List tab displays all timesheet entries in a structured table, one record per line.

Important:
A timesheet record always represents a single day.
Even if the same user registers multiple activities on the same day, each activity is shown as a separate line.

Key Columns

• Description – the activity performed
• User – who recorded the time
• Effort – hours worked
• Week Start Date – the week the day belongs to
• Start Time / End Time – only used when time tracking by interval is enabled
• Status – Worksheet, Submitted, Approved, Rejected
• Cost Center
• Project
• Project – Work Item
• … (additional optional columns)

Use Cases

• daily or weekly time review
• bulk approval of team timesheets
• filtering by project, user, date, cost center, etc.
• ensuring compliance with expected working hours

1.2 Calendar View – Monthly or Weekly Timesheet Overview

The Calendar tab provides a visual view of timesheets, allowing quick validation of filled and missing days.

Features

• Color-coded entries, typically:

  • orange → Worksheet
  • yellow → Submitted
  • green → Approved

• navigation by week or month
• weekly totals per user
• filters by user, project, service, cost center, and more
• AutoFit and Export options

Use Cases

• quickly identify missing timesheets
• validate project execution over time
• ensure users fill in the correct work items
• monthly approval routines

Calendar View

1.3 Timeline View – Gantt-Style Daily Effort Representation

The Timeline tab displays timesheets grouped by user, allowing a broader visual understanding of when work occurred.

Features

• expandable/collapsible user rows
• each bar represents a continuous span of days with timesheet entries
• color mapping by status (seeing the details)
• zoom in/out and zoom-to-fit navigation
• calendar navigation by week or month

Use Cases

• high-level overview of team workload
• quick identification of gaps or inconsistencies
• detecting overlapping or missing time entries

Timeline View

2. Creating a Timesheet

Users can manually add a timesheet by selecting:

+ Add Timesheet

This opens the creation form.

Create Form

2.1 Fields Explained

Required Fields

• User – person submitting the timesheet
• Effort – number of hours worked
• Time Period – defines the day (or date range, if multiple weekdays are selected)
• Week Days – one or more days within the selected period
• Description – activity performed
• Classification – type of activity (Work, Training, Meeting, Travel, etc.)

Optional Fields

• Cost Center
• Cost Center Item
• Project
• Project – Work Item
• Service

These options support full linkage between Timesheets, Resource Management, and Project Management.

3. Timesheet Status Lifecycle

Timesheets follow the same State Machine logic used in Allocations.

Default states include:

• Worksheet – draft, editable
• Submitted – sent for approval
• Approved – validated and locked for accounting
• Rejected – returned for correction

Note:

• Submitters can create and submit timesheets
• Approvers can validate or reject them

4. Timesheet Columns – Additional Details

The system allows activation of extra fields such as:

• Week Start Date
• Start Time / End Time for interval-based tracking
• Cost Center / Cost center - Item
• Project / Project - Work Item
• Allocation
• Service
• Classification
• Effort Only
• Submit Date
• Status

Extended List Columns

5. Relationship with Allocations

Timesheets may or may not be tied to Allocations, depending on company policy.

Timesheets can be:

• linked to an allocation (recommended for planning accuracy)

• registered directly, even without an allocation (allowed behavior in UNEEVO)

This enables flexibility:

• full-planning organizations → enforce allocations

• lightweight organizations → allow direct time entry

6. Related Articles

Resource Management – Allocations
Resource Management – Resource Manager

Project Management – Work Items