Update Task Details (from the Time Sheet Status Subgrid)

Use the Time Sheet Status submodule to update task details.

To use the Time Sheet Status submodule, you must have access to Scheduling as defined in the User Access Rights submodule under Settings.

To update task details:

  1. On the main toolbar, click Scheduling .
  2. On the side toolbar of the Scheduling screen, click Schedule Overview > Time Sheet Status.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When selected or cleared, the filters are applied automatically.
  4. In the grid, a task cell whose time sheet details you want to update and click Open Subgrid on the grid toolbar.
  5. On the subgrid toolbar, click the Task Details tab, and take one of the following actions:
    • Double-click the Hours Spent Today cell and enter the number of hours used.
    • Select the Done Status check box to mark a task as completed.
    • Click Open Text on a Client cell and click Copy to Clipboard.
    • Double-click the Task Progress Status cell and select from the options.
    • Double-click the My Progress cell and select from the options.
    • Double-click the Favorite cell and select from the options.
    • Double-click the Tags cell and select from the options.
    • Double-click the Personal Comment cell to enter a comment.