Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Time Center or Timecards, users will need at least View permissions in either
In SiteMax, we have Time Center and Timecards, which most users get confused about. Let's explore the differences between these two features to ensure smooth operations and accurate project management.
Time Center: A Comprehensive Time Tracking Hub
This feature provides a comprehensive view of time entries across various projects and users. Whether you're keeping tabs on labor efforts or equipment usage, it's all in Time Center. It's like having a bird's-eye view of the entire construction landscape.
Key Permissions in Time Center
View: With this permission, you gain the ability to see all time entries within Time Center.
Create: It enables you to add time entries for labor and equipment, not just for yourself but for anyone involved in the projects.
Edit: Need to make changes? Edit permission allows you to edit any time entry
Manage: Allows you to see deleted entries, change status, and lock periods. Access to reports
Timecards: Project-Focused Time Tracking
Timecards, on the other hand, zoom in on specific projects. Think of it as your project-specific time compass. When you're on a particular project, Timecards guide you through precise time entry management tailored to that project's needs.
Key Permissions in Time Cards
View: Similar to Time Center, this permission lets you observe time entries. However, the scope is limited to the project you're currently working on.
Create: Allows you to create time entries on Project for assigned users.
Edit: Mistakes happen, and that's where the edit permission comes in. You can easily modify or remove time entries.
Manage: Allows you to Approve and see reports for the project
A Quick Note on User Permissions
Understanding who can do what is important. Full Users and Lite Users, get all these permissions, giving them comprehensive control. Collaborators, who are Free Users, are limited to View permissions, making sure they're part of the loop without unintentionally changing important data.
Time Center provides a panoramic view of time entries across all projects and users, while Timecards focus on project-specific time entry management.
Time Center and Timecards Views
Time Center and Timecards Views
What you can do at each views of tabs in Time Center and Timecards.
SiteMax Systems offers a comprehensive Time Center and Timecards feature, providing users with efficient ways to manage time entries for People, Equipment, Material, and generate Reports. Let's delve into the different tabs and available views within each tab for a clearer understanding.
People Tab
List View
The List View in the People tab organizes time entries in rows, allowing users to easily scan and review entries sequentially. Here are some smart tips to enhance your experience:
Column Customization: Use the gear icon to manage column visibility and order. You can rearrange columns and customize your view.
Scrolling Options: Horizontal and vertical scroll bars help navigate through large datasets.
Filters and Period Selection: Utilize filters and the "Select Period" option for quick and precise time entry retrieval.
Sorting: Alphabetically or numerically, sort entries by clicking on the respective column header.
Entries Display: Adjust the default entry display limit (up to 500) in the "Show" field at the lower right corner.
Status Icons
Green Globe: Check-in/out entries recorded inside the geofence.
Black Globe (no fill): Manual entries (created by or for the user) with no geolocation recorded. Check-In/Out entries are logged at a time different from the actual start or end.
Red Globe: Check-in/out entries with geolocation recorded outside the geofence.
Black Globe (filled): Check-in/out entries with no geolocation recorded.
Form and a person icon: Manual entry
Form and a pencil icon: Entry already approved
Form and a gear icon: Entry already processed
Padlock: Entry locked or unlocked
Bulk Actions
In List View, users can efficiently perform bulk actions for both the People and Equipment tabs:
Submit/Undo Submit (Submit Status must be enabled in your Time Settings)
Approve/Undo Approve
Process/Undo Process
Edit
Delete
Lock/Unlock
Close/Reopen
Push to QuickBooks
Individual Actions
For specific time entries (with correct permissions):
Edit and Save fields
Delete Entry
Approve and Undo Approve
Process and Undo Process
View detailed changes through the history function
Tile View
Tile View organizes entries by user names, offering a summary of time entries. Users can quickly locate a user using the search bar, tags, titles, or the "Select Period" feature. Clicking a user's name in Tile View transitions seamlessly to List View, filtered for the selected user and period.
Add Time Entry: Click the "+" icon on the user's tile to add a time entry.
Grid View
In Grid View, entries are sectioned by user names, detailing hours and dates for the selected period. If in Time Center, different project details are included. Users can add entries using the "Add Time" button or the "+" button in each user's section.
Tips for Grid View:
Search and Filters: Utilize search, tags, titles, order by, and "Select Period" for efficient navigation.
Sorting Options: Alphabetically, numerically, or by status, choose how entries are sorted.
Note: When exporting entries in the Grid view, your chosen sorting/filter options will be reflected in the export.
Equipment Tab
List View
Similar to the People tab, the Equipment tab's List View allows users to manage time entries efficiently. Customization options, Smart Tips, and status icons are consistent with the People tab.
Bulk and Individual Actions
Bulk actions and individual actions for equipment entries mirror those available in the People tab.
Grid View
Grid View for the Equipment tab organizes entries in sections by equipment names, detailing hours, dates, and projects (in Time Center). Users can add equipment entries using the "Add Equipment" button or click the field below the dates in the section.
Smart Tips for Grid View:
Efficient Navigation: Use search, classification, category, and filters to quickly find equipment logs.
Sorting Options: Alphabetically sort entries by tool name.
Material Tab
Table View
The Material tab offers a single Table View, displaying time entries in rows. Smart Tips, customization options, and sorting features make it easy to navigate and manage material logs. Individual logs can be modified by clicking on the material name within the table.
Smart Tips for Table View:
Customization: Manage column visibility and order with the gear icon.
Efficient Navigation: Use filters, "Select Period," and filtering options for seamless exploration.
Modification of Individual Logs:
Edit Material Logs: Click on the material name within the table to modify individual logs.
Reports Tab
Tile View
The Reports tab features a Tile View, where each tile represents a template with customized reports for user time entries, equipment entries, material logs, or a combination.
Tips for Tile View:
Template Editing: Click on the gear icon (each template or tile has) to edit report templates.
Detailed Summary: Click on a tile, and at the bottom, it will show a summary of all entries for the selected duration, exportable in CSV, XLSX, or PDF format.