Production Planning - Timekeeping Tutorial 

How to Display a List of Timekeeping Records

1. Navigate to Production Planning > Menu (button) > Timekeeping.

2. Adjust the filters as required.

3. Click View (button).

How to Change Timekeeping Statuses

1. Display a list of timekeeping records.

2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.

3. Click Actions (button) > Batch Update.

4. Select Status next to Update.

5. Select a Status on the dropdown list.

6. Click Update (button).

7. Confirm the change on the popup.

How to Change the Completed Quantities

ℹ️ The completed quantities can be changed for individual records by clicking Edit (button) and overtyping the amount in the Completed column.

1. Display a list of timekeeping records.

2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.

3. Click Actions (button) > Batch Update.

4. Select Completed Qty next to Update.

5. Type a quantity in the adjacent field.

6. Click Update (button).

7. Confirm the change on the popup.

How to Change the Spoiled Quantities

ℹ️ The spoiled quantities can be changed for individual records by clicking Edit (button) and overtyping the amount in the Spoiled column.

1. Display a list of timekeeping records.

2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.

3. Click Actions (button) > Batch Update.

4. Select Spoiled Qty next to Update.

5. Type a quantity in the adjacent field.

6. Click Update (button).

7. Confirm the change on the popup.

How to View Certain Stages

1. Navigate to Timekeeping.

2. Select a Date Option next to Set.

3. Click the dropdown list next to Stage and select a Stage from the dropdown list.

4. Click View (button).

How to View Certain Statuses

1. Navigate to Timekeeping.

2. Select a Date Option next to Set.

3. Click the block next to Show and select Active, Complete, or Qty Adjustments.

4. Click View (button).

How to View Linked Transactions

1. Display a list of timekeeping records.

2. Right-click an entry and select Open Transaction from the context menu. The source transaction (e.g. Work Order) will be opened.

How to View the Linked Job

1. Display a list of timekeeping records.

2. Right-click an entry and select View/Edit Job from the context menu. 

How to View the Cost of Sales Report

1. Display a list of timekeeping records.

2. Right-click an entry and select Open Cost of Sales from the context menu.

How to Edit the Timekeeping Record

1. Display a list of timekeeping records.

2. Right-click an entry and select Open Timekeeping from the context menu. 

3. On the list of timekeeping records (that are filtered for the specific transaction), right-click an entry and select Edit from the context menu.

4. Edit any fields as required.

5. Click Save (button).

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Reference: Kanban Board

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking