Time Center Navigation

Time Center Overview

Time Center serves as a final repository to review and correct Time sheet information before importing into your payroll system. Time Center allows you to review entries, called time cards, brought in from:

  • Daily plans approved within the Progress Daily Planning (Web and Mobile) application

  • Progress Weekly Time sheet module

Time Center Purpose

The purpose of Time Center is to:

  • Review the daily plans (time cards) received from Plan and Progress

  • Ensure time cards have the correct properties and data elements

  • Edit and correct any potential errors

  • Send the reviewed and corrected time cards to your payroll system to process for payment

  • Eliminate the need to edit time cards via payroll system database tables or side spreadsheets exported from Excel

Display Configurations

The Time center UI is designed for full HD resolution 1920 x 1080 with browser zoom of 100% and Windows display scaling of 100%. Display configurations other than what is recommended might not render correctly.

Each InEight application has its own supported display configurations, which might be different than the configuration above.

Time Center Access

To access projects in Time center the project setting Use Employee Reason Codes must be toggled on. This setting is required prior to creating daily plans and cannot be changed once daily plans are created.

The Progress time center will show as a sub-level menu option under the account level.

You need to have organization or account access to see the sub-level option for Time center.

This option requires level 2 or 3 administrator levels. To set the correct administrator level, Go to Suite administration > Roles and permissions, and then click the Add role icon.

Under Role details, the Administrator level field includes a drop-down menu.

The administrator level can be set and saved only once for every new role.

Overview – Time Center Register Page

Title

Description

1

Employee / Equipment Tabs

Select the appropriate tab to view the time cards for either employees or equipment.

2

Date Filter

Select the date to filter using a custom date range or from a predefined calendar.

3

Toolbar

Add, edit, delete or copy time cards using the toolbar on the left.

View summary information, make bulk edits, and export time cards using the toolbar on the right.

4

Query Shortcut Icons

The double arrow is a shortcut to expand the Query builder slide out panel. The blue filter icon indicates how many queries are applied. Yellow filter icons appear for each filter applied. 

5

Side Panel

The upper portion has preset filters to view just time-cards with issues, time cards in progress, time cards not sent, time cards sent, or all time cards.

The lower portion contains the Query builder to create queries to search for specific time cards. You can save your queries under My queries, and access Shared queries.

6

Time card register

Contains rows and columns that house all time card data imported from daily plans and weekly Time sheets.

7 View Views can be saved, removed, and shared with users and roles. Permissions are required for Time Center access.

Time Center Register Columns

The Time Center register contains all the information captured using the Progress application for your daily plans in the field, as well as weekly Time sheets from the Weekly Time sheets module. The register columns fixed to the left are pertinent for identifying the time cards and include the Plan ID, Time card ID, Employee ID, Employee name and Labor/Equipment hours columns. The columns on the right contain additional data brought in from InEight Progress for you to review for issues.

The following table lists the columns available in the Time center register. You will edit these fields as needed to make corrections to your time cards. Fields not editable in Time Center can be edited in either InEight Progress or in your Payroll application, depending on the field.

Column

Editable in Time Center?

Sortable? Filterable?

Plan Level Fields

   
Plan ID No Yes Yes

Plan Status

No

Yes Yes

Daily Plan name

No

Yes Yes

Date

No

Yes No

Approver 1 ID

Automatic

Yes Yes

Approver 1 name

Yes

Yes Yes

Approver 1 Role

Yes-Conditional

No Yes

Approver 2 ID

Automatic

Yes Yes

Approver 2 name

Yes

Yes Yes

Approver 2 Role

Yes-Conditional

No Yes
Labor hour type No Yes Yes

Client approver name

No

Yes Yes

Executor name

Yes

Yes Yes

Executor ID

Automatic

Yes Yes

Executor Role

Yes

No Yes

Shift

Yes

Yes Yes

Employee Fields

   

Employee ID

Yes-Conditional

Yes Yes

Employee Name

No

Yes Yes

Labor Hours

Yes

Yes Yes

Reason Code

Yes

Yes Yes

Reason Description

Automatic

Yes Yes

Trade ID

No

No Yes

Trade description

No

No Yes

Employee Fields (Continued)

   

Craft ID

No

No Yes

Craft description

No

No Yes

Override trade

Automatic

No Yes

Override trade description

Automatic

No Yes

Override craft

Yes

No Yes

Override craft description

Automatic

No Yes

Union code

No

No Yes

Employee billing class

Yes

No Yes

Uplift

No

No Yes

Uplift override

Yes

Yes Yes

Employer company

No

No Yes

Premium 1-6

Yes

Yes Yes

Time sheet Entry Fields

   

Time card ID

No

Yes Yes

Task ID

Yes

Yes Yes

Task description

Automatic

Yes Yes

Budget Code - Segment 1 (e.g., Cost Center)

Automatic

Yes Yes

Budget Code - Segment 2

Automatic

Yes Yes

Budget Code - Segment 3

Automatic

Yes Yes

Budget Code - Segment 4

Automatic

Yes Yes

Time card Type

No

Yes Yes

Labor Cost type

Yes

No No

Equipment cost type

Yes

No No

Notes

Yes

Yes No
Version number No No No

Equipment Fields

   

Equipment ID

Yes

Yes Yes

Equipment description

Automatic

No Yes

Equipment hours

Yes

Yes Yes

Equipment reason code

Yes

Yes Yes

Equipment reason code description

No

Yes Yes

Equipment location

No

No Yes

Maintenance Fields

   

Work order

Yes

Yes Yes

Work order description

Automatic

Yes Yes

Equipment repair number

Yes

No Yes

Equipment repair description

Automatic

No Yes

Status Fields

   

Modified by

Automatic

Yes Yes

Modified date

Automatic

Yes Yes

Integration status

Automatic

Yes Yes

Validation issue?

Automatic

Yes Yes
Employee shift start Yes Yes Yes
Employee shift end Yes Yes Yes
Plan shift start Yes Yes Yes
Plan shift end Yes Yes Yes
Job title Automatic Yes Yes

The Integration status indicates whether the time cards have been sent to the payroll system.

Sort Columns

You can sort in ascending or descending (both for alpha and numeric fields) on any column’s header. Click once to sort the column in ascending order (A-Z, 1-10). A yellow arrow displays on the column header pointing upward.

Click a second time on the column header to sort in descending order (Z-A, 10-1), and the arrow will point downward. Click a third time to reset the column to its default state.

Move Columns

You can move columns using drag and drop to rearrange them as needed and the system will remember the column order the next time you log in.

Filter columns

Depending on the project, you may have thousands of time cards to sift through. You can filter your time cards using column filters to drill down by date, employee, or whatever other criteria you need.

To filter on a column, select the filter icon on the column’s header, then hover over the Filter menu option.

On the resulting Filter window, you can select an operator and value to filter by.

The register now filters your time cards by the filter value you selected, and the filter icon on the column header is yellow to indicate the column is being filtered.

To clear the filter, you would click on the columns filter icon and select Clear.

Group Columns

With column grouping, you can organize your time cards into groups by the values of a selected column. By organizing time cards into groups, you can review time cards more efficiently. Grouping columns lets you group information most applicable to your process, and you can group by any column without affecting any of the time card data.

To group by a column, click on the column’s header and drag it into the grey area just above the column headers.

Your time cards are now organized into groups based on the values within the column. Each group is collapsible and subtotals the labor or equipment hours of the time cards within each group.

To remove a grouping, click the x on the grouped column header within the grouping area.

The column will return to its placement within the register.

When a Group filter is applied, sorting on any of the data fields will be disabled.

Project groups

You can view one or more projects at a time in a single grid of data with the project groups option.

Go to Progress Time center, and then click on the drop-down menu labeled Select project group. You can select previously saved groups, and edit or add a new project group.

To add a new group, name the new project group, and then select from the available projects or organizations.

If your resources go across projects, this helps to check employees assigned to multiple projects on a single page instead of checking each project individually.

You can still work with a single project. The option to create groups has been added as a quicker work flow option.

Saved views will migrate while working with groups.

Unique budget code segments

You can populate budget segments to show a unique code label. Unique budget code segments contain additional options to identify a cost item using four independent fields that are separated by periods. When you configure unique budget codes at the organization level (All projects & organizations > Edit organization) the segment numbers are matched with the corresponding columns in Time Center.

Unapproved Time Cards

Note that time cards that have not yet been approved and are still in Execution or Awaiting Approval status are not editable within the Time Center register. You can only edit approved time cards.

Date Filter

You can filter to a specific date for your time cards by either typing the date in the Date field or by selecting the date from the calendar icon.

To select a date range, click the add date icon and select an end date.

Time Card Pre-Set Filters

The upper portion of the left side panel contains pre-set filters to help you focus on the time cards that need review. You have four pre-set filter options you can select from:

  • Issues – Time cards that have information on them tagged as issues

  • In Progress – Time cards that are in a processing status before sending to Payroll.

  • Not sent – Filters to time cards that have an Integration status of Not sent.

  • Sent – Filters to time cards that have an Integration status of Sent, or time cards that have been sent to Payroll

  • All – Shows all time cards within the selected date(s)

Query Builder

In addition to the filters you can set on individual columns, you can also add filters using the Query Builder. The following steps walk you through creating a query using the Query Builder.

Step by Step — Create a Query

  1. From the Time Center register, do one of the following to open the Query Builder:

    • Click on the double arrows next to the left side bar.

    • Click the Add new query link on the left side bar.

  2. Type the name of the query in the New query name field.

  3. Select Plan ID from the Column drop-down list.

  4. Select Equal from the Operator drop-down list.

  5. Type a Plan ID value into the Value field.

  6. Click Apply.

    • The query applies to the timecards on the left

  7. Click on the Save query icon to save the query.

    • Your query will now show up under My queries. No one will be able to see this query unless you share it

    • The Share query icon appears. You can share your saved queries with others, so they can use the queries as well

  8. Select the Share query icon.

    • The query will now show up under Shared queries

    When you share your query, you cannot edit it until you unshare it.

    When you are granted level 2 or 3 permission and the Removed shared queries permission is enabled, you can unshare a shared query, removing from the shared list for all users.

Filter Indicators

The number next to the top filter indicator shows how many queries have been applied.

An additional filter indicator displays in yellow for each filter applied. 

You can hover over the indicator of each applied filter to see the filter name, and you can click on each indicator to remove them from being applied.

Error Indicators

Errors

Fields that appear in red indicate an error with information on the time card. Time cards with red error indicators cannot be sent to Payroll. Hovering over the X will give you the reason for the error, so you can correct information as needed.

Warnings

Fields in yellow indicate warnings. Time cards with warnings can still be sent to Payroll, but it is recommended to fix warnings to avoid possible confusion or issues with time cards. You can hover over the warning indicator symbol to see the reason for the warning, so you can make corrections. 

Edit notes

You can edit notes originating in the Weekly Time Sheet or Global Time Center.

In the Time card register, under the Notes column, click the Edit note icon. .

The Notes dialog box will open where you can add or edit details.

In the Photos section, you can click the photo to preview, and a larger version of the photo shows. You can right-click on the photo to download or delete it.