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Enter, approve, report: Tracking how your team is spending time is as easy as
1-2-3 with Time Tracking and Management.
You know you're busy, but if someone asks how much time you spent on Project X,
can you provide that information quickly and accurately? With Bamboo's Time
Tracking and Management for SharePoint, you can. Time Tracking and
Management lets you report time spent on project tasks, time cost,
administrative work, vacation, sick leave, or define additional custom time categories
for reporting. Timesheet managers can review and approve time entered by their direct
reports. Executives can view comprehensive and informative reports through various
filters such as time period, department, and project.
Product Overview and Benefits
- Web-based time-tracking solution with built-in access controls.
- Link to a task list to automatically add assigned tasks to a team member's timesheet.
- Connect to a Project
Management Central site to aggregate assigned tasks from multiple projects
on the timesheet.
- Timesheet review and approval features for timesheet managers.
- Additional customizable alerts send reminders to team members and timesheet managers
to ensure timesheets are submitted and approved on time.
- Comprehensive reporting allows for better workforce management.
- Central Control Panel provides the ability to configure access and manage features
from a single location.
- Report actual work and cost totals from timesheets to tasks and projects in Project Management Central.
- Set rules for maximum working hours and overtime.
- Calculate internal job cost and the billable cost to customers based on actual work
entered in timesheets.
- Print or export timesheet data and reports to a SharePoint list or Microsoft Excel.
- Now supports SharePoint Foundation 2013 and SharePoint Server 2013. New!
- Assign multiple resources to a task and allow the resources to report time separately
- Flexible option to allow users to display different alias for column names in the
timesheet entry view and reports and/or hide columns in the timesheet entry.
- Additional reporting options such as hide or show charts and filter data to show
in the reports.
- Additional option for configuration and validation to ensure users enter cost codes.
- Provide the option in the Timesheet Entry Web Part for users to either collapsing
all the Project Name groups or not collapsing.
- Provide the option in the Report Center Web Part for the administrator to give access
to users to access the reports.
- Add View Report button next to the Date Range for the Report Center.
The report does not generate until user clicks on the View Report
- Add shortcut to the Report Center on the left navigation.
Time Tracking and Management
Enter time, approve timesheets, and view reports on cost and time in one place.
Automatically add tasks to timesheets for more accurate time and cost tracking.
Configure, standardize, and control the time entry and approval process with customizable
options for timesheets, task lists, cost centers, approvers, and more.
Alerts and Reminders
Improve policy compliance with customized alerts and reminders for timesheet submission,
approval, and overdue notifications.
Control who can create, submit, and approve timesheets with centralized administrative
Improve workforce management with reports by actual work, actual cost, time period,
department, project, resource, and more.
Integration with PM Central
Integrate with Project
Management Central to allow project teams to report actual time
spent working on tasks in PM Central projects, and therefore the accurate percent
complete for each task.
SharePoint 2013/2010 Compatibility
Time Tracking and Management is compatible with SharePoint
Foundation 2013/2010 and SharePoint Server 2013/2010.
BEST PRACTICES & CUSTOMIZATION
The Time Tracking and Management site template provides a centralized and standardized
way for employees, team members, and managers to report time, manage timesheets,
and view time and cost reports.
Customize the look and feel of your site with two skin options. Display columns
in the timesheet entry and in the reports using a different alias. Hide or
show columns in the timesheet entry.
TIME TRACKING & MANAGEMENT
Time Management Central
Provide a central location for team members to report and track their time, and
for timesheet managers to review and approve timesheets.
Detailed timesheets allow team members to accurately report time spent on project
tasks. Customizable labor categories allow accurate tracking of administrative time,
such as vacation and sick time. Employees can review past timesheets and view future
Perform detailed cost calculations to track budgets, internal costs, and billable
costs. Team members can report time against different cost centers to accurately
assign hours to the correct activity and budget. Management can view detailed information
about planned vs. actual work and planned vs. actual cost during the approval process.
Provide option to ensure users enter the cost code when timesheets are saved and
Automatic Task Tracking
Link to a SharePoint Tasks list to automatically add assigned tasks to a team member's
timesheet. Allow assigning multiple resources to the same task and allow the resources
to report time separately for it.
Bamboo Project Management Central
Connect to Project Management
to allow project teams to report time spent working on tasks in PM Central projects.
Tasks from all projects are aggregated and listed on the project team member's timesheet.
Report actual work and cost from timesheets to PM Central so project managers can
compare with project and task estimates.
Timesheet managers can review timesheets before approving them, and can add comments
when approving or rejecting. Timesheet administrators can conveniently generate
timesheets for all team members at one time.
View resource time and cost by reporting period, project, department, and more with
Time Management Reporting. Flexible options to show or hide charts and filter data
in the reports based on specific fields.
Set up customizable alerts to remind team members to submit time and alert timesheet
managers of timesheets that need approval to ensure no overdue timesheets.
ADMINISTRATION & USABILITY
Time Tracking and Management features a simple, one-click installation.
Central Control Panel
Configure access and manage features from the Time Tracking and Management Control
Panel. New Control Panel features, including the ability to save timesheet details
to a SharePoint list so you can create ad hoc reports.
Time and Cost Configuration Checklists
Configuration checklists simplify setup for time tracking and cost tracking.
Enable validation of maximum working hours per-day or per-timesheet period and allow
overtime on a per-user basis.
Tooltips & Descriptions
Useful tooltips and descriptive instructions in Time Tracking and Management site
pages help users get the most out of product features.
Time Tracking and Management™ for SharePoint can be configured
in the way that best fits your time management needs. Whether you need a basic time
entry tool or comprehensive time management features, Time Tracking and Management
will work for you.
- Standalone Time Entry: Just need a way to
track working hours? Create only the labor categories you need to track, such as
regular time, administrative time, sick leave, or vacation, and configure employees
and managers. Employees simply enter their time in the easy-to-use timesheet and
submit it for approval.
- Simple Task Tracking: If you need to track
time against specific tasks as well as general labor categories, point Time Tracking
and Management to a SharePoint Tasks list. Tasks assigned to an employee are automatically
added to his or her timesheet. Employees enter time for their assigned tasks as
well as the vacation, sick time, and other labor categories you configure.
- Intuitive Cost Tracking: Need to also track
cost? Time Tracking and Management allows you to track the budget, internal cost,
and billable hours based on different cost codes and rates.
- PM Central Integration: If you are using
Bamboo's Project Management
Central, add Time Tracking and Management to allow project team
members to enter time spent working on project tasks and track accurate actual work
as well as actual cost. When Time Tracking and Management is configured to work
with a PM Central portfolio, you can configure timesheet approvers in your Enterprise
Resource Pool, automatically add project tasks to timesheets, and easily access
timesheets from PM Central.
No matter how you use Time Tracking and Management, you have full access to the
approval and reporting features for timesheets. You can also configure reminders
for time entry and approval using