Video - InEight Progress - Time Center Navigation

TRANSCRIPT

Welcome to InEight Progress.

In this video, you'll learn to navigate Time Center.

Time Center serves as a final repository to review and correct Time sheet information before sending it to your payroll system.

Accessing Time Center

You must have organization level permissions to view Time Center.

Rolls and permissions and user management can be configured in Suite Administration.

To get started, go to your organization menu, and select Time Center under the Progress section.

In Time Center, you'll see a list of time cards organized by employees and equipment.

Time cards are received from approved daily plans in InEight Progress or from the Weekly Time Sheet application.

The register contains all the information captured for each time card, such as name, claimed hours, task description, and plan status.

Customizing the Register

You can customize your register with the column chooser.

Use the left and right arrows to add or remove columns from the register.

Notice that the selected columns have a lock or unlocked indicator.

Locked columns are displayed on the left side of your register and remain visible as you scroll through your data.

Sorting & Filtering Time Cards

You may have thousands of time cards to manage. There are a number of ways to sort and filter time cards to work more efficiently.

Click here to choose a date range.

Or select a custom range to input specific dates.

If you have resources being used across projects, you can create a project group.

This allows you to see multiple projects in a single grid of data.

To edit your project groups, click here.

You can then add new groups or modify ones.

On the left menu, there are four preset filters, allowing you to quickly identify time cards that have issues, and those that have or have not been sent to payroll.

You can also quickly pull up all time cards.

Note that the number of issues appears in red while the number of warnings appears in yellow.

To view more specific data, you can create a custom query by opening the query builder.

Select a column operator and the value you want to query for.

Then click Apply.

Multiple queries can be applied at one time.

You can see your query details here and turn them on and off as needed.

Queries can be saved, shared, or deleted.

Click here to remove all queries.

Your save queries will still be available when needed.

You can also organize your time cards by column.

To organize time cards into group, drag a column into this area.

Add additional columns to create subgroups.

To filter by specific criteria, click the Filter icon.

To sort a column, click once for ascending order, and twice for descending order.

Click a third time to clear the sorting.

Creating a Viewset

Once you have your register organized for your needs, you can save time by creating a viewset. This way, you can return to your custom sorting and filters later.

Now, you've learned to navigate Time Center.

Thanks for watching.