Learn Mokapen

Timesheet

The timesheet is the grid where you read and enter the hours of the week, grouped by client, project, task or person. The page title is Time tracking. It is not the timer on the card and it is not the HR shift.

The timer on a task or project card — start, pause, how much time has already been logged — is described in the Time guide. Shifts and attendance are in the Shifts and Attendance guides. The timesheet uses hours already linked to cards (tasks, projects, deals, tickets, appointments, depending on the apps that are on) and puts them in a week you can correct, copy and export.

Table and cards

At the top you switch between Table and Cards. The table is the week grid: rows for the chosen grouping, cells for the days, row total. The cards are the same content as cards, useful if you work on a narrow screen or want to scroll one group at a time.

The filter in the bar narrows further, beyond the period already set. The actions at the top right are:

• Export — you download the current view.
• “Add time” page — the reduced version for logging hours without opening the full grid. It is the page to use from the phone.
• Settings — only the Owner sees it in this menu. It is the page where you decide with which grouping and period the timesheet opens.

On the week you find Copy previous week. It copies the rows of the week before onto the current one, so a consultant who repeats the same clients does not rewrite the grid every Monday. Check the cells after the copy: a holiday week copied over a working week must be corrected by hand.

Grouping, period and entry type

Settings say with what the page opens: grouping, period, entry type and, for those who can see colleagues, which users. Extra filters stay in the filters panel, not here.

Grouping can be company, contact, task, project, deal, ticket, user or month. Choose the cut with which you read the hours. “By project” answers how much a job cost. “By user” answers who logged what. “By month” widens beyond the week.

The period is today, this week, next 7 days, this month, next 30 days, next 12 months, this year, next year, previous 12 months, previous year. The working week starts on Monday.

The entry type depends on the apps that are on: projects and tasks if you have Activities, deals if you have Sales, tickets if you have Tickets, appointments if you have Appointments. If you have none of these apps, task remains. A type the organization does not use will not appear.

At the top the page reminds you of the actual values with which the timesheet will open. If you are using a personal preference, it says so explicitly.

Organization default and personal preference

Saving the settings applies them to you. The Owner also has the Apply to the whole organization switch: it becomes the default for anyone who has not yet saved their own preference. Anyone who already saved theirs keeps seeing that. It is the on-page wording: the org default does not erase personal preferences.

A default of “this week, by project” makes sense if the team bills jobs, and leaving administration to save “this month, by user” for themselves. The opposite — imposing everyone’s admin view — makes the consultant open a grid that is not their week.

The users field, visible to anyone who is at least a member of the organization, limits the grid to those people. With no selection you see the perimeter allowed by your role and card visibility. It is not a way to read hours on a private card you cannot access.

When to use the other tool

• You are working and want to start the timer. Open it on the card. The guide is Time. The timesheet reads the result; it does not replace the play button.
• You need to plan who is on site. That is a shift, not an hour on a task.
• You need the hours chart in the task report. It is a summary, not the editable day cell. See Reports.
• You copy the week and totals double. The copy writes the previous week’s hours onto the current one. If those hours were already there, correct the cells; do not copy a second time.