What is Timesheet : As the name suggests a timesheet is a data table which an employer can use to track the time a particular employee has worked during a certain period. Businesses use timesheets to record time spent on tasks, projects, or clients.
Timesheet Module in Odoo : Odoo provides a number of modules that can be used to monitor and manage tasks and employee time. The Odoo Project module will help you manage your projects effectively. The Odoo timesheet in its basic function is a time-tracker. A standout feature of the Odoo timesheet is its accessibility.
Project Timesheet in Odoo is a useful feature for all businesses. Each employee can record their day by day works on time sheets. Each employee can encode and follow their time spent on the diverse assignments and furthermore, this encourages the entire group to analyze the absolute time spent for that specific task and also compute the rest of the days to finish the work.
The functionality of the Timesheets comes under Project, Employees and HR modules. Since Timesheets are created based on project, task, and leaves, one can also add timesheet cost for each employee.
The users can create a time schedule for each task or sub-tasks in projects. This can be done easily in Odoo by using the Timesheet module.
While analyzing the timesheet, the end user gets to know about billable hours, billable amount, unvoiced amount and so forth.
In this blog I will let you know how you can create a report for the timesheet in timesheet Module of Odoo V15.
To use the timesheet module it should be installed in your Odoo database. If this is not installed then install this from the Odoo Apps. This module is installed for me, so I will just click on the Timesheet Module Icon.
When You click on the timesheet module icon you will come to its dashboard. For reference you can see the screenshot below.
You can see the various tabs on the dashboard such as Timesheets, To Validate, Reporting and Configuration. We will discuss each in detail.
Timesheet Tab : In this tab you can find two options such as My Timesheet and All Timesheet.
My Timesheet : In this option you can see only your timesheet. When you click on the “My Timesheet” option you can see the following screen.
When you click on “Today” you can see only today’s timesheet. For reference you can see the screenshot below.
When you click on “Week” you can see the whole week timesheet. For reference you can see the screenshot below.
In this screenshot you can see the whole week timesheet like how many hours you spend per day and total time for the whole week.
When you click on the “Month” you will see the entire month timesheet which is spent by you. For reference you can see the screenshot below.
All Timesheet : When you click on the “All Timesheet” you can see the all timesheet about every employee. But this can be accessible only by project manager. Because it is about every employee and not everyone can see this. For reference you can see the screenshot below.
All Timesheets also have an option by today, by week and by month.
To Validate : When you click on the “To Validate” tab you will see two options such as Last week and Last Month.
Last Week : A timesheet can be used to verify the number of hours worked on different days and the total number of hours worked. Validation might be carried out for one week or one month. This allows the company to calculate salary payments and increase working hours. We can validate all timesheets for all under-managed workers, or we can filter the employees and validate only selected timesheets.
The timesheet can also be used to verify the work center’s working hours. This can help to increase work center capacity and reschedule working hours.
Below screenshot shows the Validation of timesheet by Week.
Below screenshot shows the Validation of timesheet by Month.
Reporting : The user-friendly reporting option in the Timesheet module will enable you to generate customizable reports using the Filters and Group By option given on the respective platform. You will get reports of timesheets based on a daily, weekly, and monthly basis which will help the authority to understand the time spent on each activity by assigned employees.
In the Odoo Timesheets module, you will get reports about Timesheets By Employee, By Project, By Task, By Billing Type, and Attendance. We will discuss every option in detail.
Timesheet By Employee : If you select this option then you can see every employee timesheet report. A timesheet for each employee can be found under-reporting -> by the employee. For the month, week, or any filter array, a brief description of employee time is displayed. This platform can be utilized to monitor the working efficiency of each employee. This will help you to understand how much effort each employee puts into their assigned tasks.
The Grid view of the timesheets will show the name of employees and record time spent on various activities by each employee as shown in the screenshot below.
Below screenshot shows the Pivot table of the employee. You can include the Hours Spent by each employee and Timesheet Costs in this table. The Insert in Spreadsheet option will allow you to convert this table into a spreadsheet.
Below screenshot shows the graphical view bar chart of the employee timesheet report. You can see this graphical view in line, bar and pie chart.
Below screenshot shows the graphical view of Line chart.
Below screenshot shows the graphical view of Pie chart.
Timesheet By Project : If you select this option then you can see the timesheet of every project listed in the database. Timesheet reporting focused on projects can be interpreted as under-reporting -> by the project.
Using the Timesheets module, you can easily track the time used to complete a project and record them in timesheets.
This is the grid of the timesheet by project as shown in the screenshot below. The time spent on a project each day can be seen under the respective cell. The report will help you to understand whether the project is on track or not.
Below screenshot shows the pivot view of the timesheet by project. If you want to add more details in the Pivot view, you can use default and custom features in the Filters and Group By options.
Below screenshot shows the List view of the project by report timesheet. In this window you can see the Date, Project, Task, Description and Hours spent.
Below screenshot shows the kanban view of the project by report timesheet. The Kanban window displays the date, time duration and employee name.
Timesheet By Task : If you select this option then you can see the timesheet of every task. A task-based timesheet tracks how much time is spent on each project’s individual tasks. Under a project, Odoo will help you to configure various tasks to complete the project step by step. Just like we recorded timesheets on a project in Odoo, it is possible to record timesheets on tasks also.
In this view you can see the recorded time on each of them. The total hours taken on each task in a day can also be observed. You can see this report in different options like grid, graph, pivot, kanban and list view. You can use default and custom features in the Filters and Group By options.
Timesheet By Billing Type : If you select this option you can see the timesheet of every billing type. Timesheets by billing form would show the amount of time spent on billable and nonbillable activities, as well as the amount of time spent. Timesheets billed at a fixed price, billed on timesheets, and non-billable tasks as shown in the screenshot below.
You can see this report in different options like grid, graph, pivot, kanban and list view. You can use default and custom features in the Filters and Group By options.This is how you can create a report for the timesheet in the timesheet Module of Odoo V15. If you like to read more blogs written by us click on the Planet-Odoo