Input by drag and drop

Overview

Enter actual hours on the timesheet.
This section explains how to enter actual hours and useful functions when entering hours.

There is also a video that gives an overview of entering hours at a glance. : "Link to video"

Preparation - Set break times

We recommend that you set a break time such as a lunch break before entering actual times on the timesheet.
This is useful for preventing incorrect input, as actual times cannot be entered during the time period set as a break.

Operation procedure

1. Click the icon to the right of the login name displayed in the global navigation.
   

   

2. Select "User settings".

3. Click "Timesheet settings" in the left menu.
   

   

4. Click the "Basic Settings" tab.

5. Enter the timesheet settings.

   Settings	Operation to be performed
   Add a break	Click the "Add" icon ①
   Delete a set break	Select the break and click the "Delete" icon ②
   Edit an existing break	Select the break and click the "Edit" icon ③

6. Click the "Save" button.

Notes

• It is possible to set multiple break periods.
• Users must set break times individually.

Enter actual times

You can enter actual times in the timesheet.

Operation procedure

1. Select an item in the "Work Item Tree" ①.

2. Drag and drop the selected item into the corresponding time period in the "Effort Input Pane" ②.
   

   
   

Useful ways to use this function

• You can also enter data in the following ways in addition to the work item tree.
  

  • Use My Work Items
    
  • Enter data from the event area
    You can easily enter actual effort hours without having to search for items in the tree.
    

• You can display the total daily work hours.
  The total work hours are updated in conjunction with the input of actual effort hours.
  You can also toggle the display on and off using the "Daily effort display" icon ③.

  

• The work item tree can be displayed/hidden with a single button.

  

Notes

• The work item tree displays work items that are assigned to resources.
  However, even if there is an assignment, work items that match the following will not be displayed.
  
  • Actual input is locked
  • Included in a completed project
  • You do not have permission to view the project
• Actual effort can only be entered for work items at the end of the tree.
  You cannot enter it if there are child items.

Entering actual effort across other actual effort

Even if you enter work that was performed intermittently, you can enter effort all at once.
This is very convenient because you do not have to enter actual effort for the same work item multiple times.

This operation is also introduced in a video. : "Link to video"

Please refer to the second video.

Operation procedure

1. Select the lower or upper end ① of the target actual effort.
2. Drag across other actual effort. ②
   

Edit actual effort

You can change the time of the actual effort you entered.
You can edit it as follows.

Change the time of actual effort

You can change the time of actual effort by the following operation.

• Change the start time: Drag the upper end of the actual effort.
• Change the end time: Drag the bottom of the actual effort.
• Move actual effort: Select the actual effort you want to move, and drag and drop it to the time period you want to move it to.
  • You can also move it to another day.
  • You can select multiple actual effort and move them all at once.
  • To select multiple actual effort, hold down Ctrl and click the target actual effort.

Copying actual effort

You can copy actual effort that you have already entered.
You can save the trouble of searching for the target work item in the work item tree in the following cases.

• Enter the same results as the work item you entered yesterday
• Enter the results of a work item that you work on regularly To copy actual effort, you can drag and drop the actual effort or use the keyboard.
  Each operation allows you to achieve the following.
  

Operation	Drag & Drop	Keyboard Operation
Copying Multiple Actuals	○	×
Copying Across Weeks	○ *	○
Overwriting Entered Actuals	×	○

* By changing the display period to display across weeks, you can copy using drag & drop.

Copying with Drag & Drop

• Use this to copy actual times on the same screen.
  You can also enter multiple actual times at once.
• Select the actual times you want to copy, hold down the Ctrl button, and drag & drop them to the time zone you want to copy to.
  You can also copy to another day on the same screen.
• To copy multiple actual times at once, hold down the Ctrl button and click the actual times you want to copy to to select multiple actual times.

Copying by keyboard operation (Ctrl+c→v)

You can copy actual times using the copy operation commonly used in Windows OS.
You can reduce the effort of entering actual times by using the following method.

What you can do	Happiness
Copy actual times, switch the display range, and paste	You can copy actual times across weeks
Select the destination time period in advance	No need to adjust the time period after copying
Overwrite existing actual times	Convenient when changing actual times

Deleting actual times

You can delete actual times.

• Select the target actual times, right-click, and select "Delete".
• You can also select multiple actual times and delete them all at once.
  
  • Hold down Ctrl and click the target actual times.

Entering notes

You can leave notes about the work for each actual labor hour.

• Registering a memo will make your work more specific, which will be useful when you look back on it later.
  
• It is also included in the output items of the results export function (when outputting by results unit).

Select the target actual times and perform one of the following operations to display the "Memo" field.
Enter the work content.

• Double-click
• Right-click and click "Show details".

If you enable "Display item name when registering memo for results", you can display the memo content and the item name at the same time.

For details, see the following link. : Display item name when registering memo for results"

Setting process classification/task classification

You can set process classification/task classification for actual times.

Process Classification/Work Classification

This information is used to break down work items into process categories such as "design" and "implementation".
The following features can use the aggregated data for process classification.

• Timesheet Quick Report
• Dashboard
• Project Item Report

Select the actual times you want to set, right-click and select "Show Details".
Then select the relevant item from the "Process Classification"/"Work Classification" list.

Timesheet Display Switching

You can switch the granularity (day, working day, week) displayed on the timesheet.
You can also move the display period by day or week.

• Switching the display period: Click icon ① to switch.

No.	Icon	Name	Explanation
1		Day	Show only one day
2		Working days	Show five days from Monday to Friday
3		Week	Show seven days from Monday to Sunday

• Move the display period: Click icon ② to move.
  You can also specify the start date of the display period by clicking the displayed period.

No.	Icon	Name	Explanation
1		Move to previous	Move one unit of the displayed days into the past
2		Move to previous day	Move one day into the past
3		Move to next day	Move one day into the future
4		Move to next	Move one unit of the displayed days into the future

Customize the work item tree

The display of the work item tree can be freely customized by the user.
By organizing projects, daily effort input becomes more efficient.

Filter work items

Work items can be filtered and displayed by conditions specified by the user.
By filtering, the effort input operation becomes easier as the time required to search for items is reduced.

There are three types of filters:

• Item type
  • Useful for searching for items by item type (task, etc.).
  • Item types registered as "item types that can be used to input actual results" are included in the list.
• Filter
  • Useful for searching for items by specific conditions (such as recently used items).
  • Select the filter conditions from the list below.
    

    Filter name	Items to display	What you can check
    Leader's work items	Leader's items	Tasks for which you are the leader
    Today's work items	Incomplete items with a planned start date before today	Tasks to be done today
    Work items for the next 2 weeks	Incomplete items that are any of the following -Planned period is within 2 weeks -End date has not yet arrived	Check tasks scheduled for the immediate period.
    Work items in progress	Incomplete items with actual effort (actual hours are not 0 hours)	Tasks in progress
    Incomplete work items	Incomplete items	Tasks that will occur in the future
    Late work items	Items that are past the planned end date but not completed	Tasks that are behind schedule

• Keywords
  Useful when searching for a specific project or item.
  • Displays items that contain any string specified in the keyword.
  • You can also specify multiple keywords below and narrow down the results using AND conditions.
    • Project name, project code, work item name
    • You can clear the keyword input with the "x" button.
    • When specifying multiple keywords, enter a space between the keywords you specify.

Change the project sort order

• Users can set the sort order of projects displayed in the work item tree.
  
• Right-click the work item tree and select "Sort".
• You can set ascending or descending order by project code or project name.

Display favorite projects at the top

By setting frequently used projects as favorites, you can display them at the top of the work item tree.
You can easily find work items for actual entry.

Operation procedure

1. Place the cursor on the target project in the work item tree.
   

2. Click the star icon (Åô) displayed to the right of the project name.
   The star icon will be enabled and the project will be displayed at the top of the work item tree.
   

   

3. Clicking the star icon will cancel the favorite setting and the target project will return to its original position.

Notes

• If multiple favorites are set, they will be displayed according to the "sorting" set by the user.
  
• Favorite settings are set for your own timesheet.
  They will not be reflected when entering the actual results of other users.

Hide unnecessary projects

Projects that are not used for actual result entry can be hidden on the work item tree.

• By simplifying the tree by displaying only the projects you need, you can input man-hours more efficiently.

• Select the target project in the work item tree and right-click to display the menu.

  

• You can unhide the project by right-clicking and selecting "Redisplay" from the menu that appears, and then selecting the project you want to redisplay.

Notes

• The setting to hide projects is set for your own timesheet.
  It will not be reflected when entering the actual results of other users.

Color-code actual times

TimeTracker NX 7 New!!!

The actual results you entered can be displayed by color-coded by project on the timesheet.
You can see at a glance which projects you have invested man-hours in.

Right-click the project in the work item tree, select the color you like from "Change color".

• It will be displayed in the color you selected on the timeline (① below).
• You can check the selected color in ② below.