• Home
• Products
• Free Trial
• Customer Support
• Purchase
• About Us
• Customer Login

Home > Customer Support > Product Updates > 4.x Releases > 4.5

Web TimeSheet 4.5 Release Notes

Timesheet

Powerful User Defined Fields
You can customize user defined fields as text, date, number, or drop-down (list) format fields. Each field has its own set of default values and validation requirements (start/end date, number of decimals, etc.) and can be marked as "Required" to ensure users enter data in the field.

User defined fields are now available for the Timesheet screen at three different levels - timesheet level (applies to entire timesheet), task row level (applies to an individual task row), task hours level (applies to the individual hours entered for a particular task).

Stat. Holidays List
A new link in the Timesheet menu will allow users to access a pop-up window that contains a list of holidays for the current and following year.

Project/Task Progress Bar
A progress bar is displayed for each project/task where estimated hours have been specified. The progress bar is representative of all hours recorded against the project/task (in all users' timesheets).

Time Off & Vacation Accrual
In 4.5, you can customize all time off codes to automatically accrue, reset, and/or track in the timesheet. Each time off code has its own settings, either at the global level (applies to all users), the user level (applies to an individual user), or both (global settings that have been overridden for one or more users). You can assign time off codes at the user level, providing additional security and reducing entry errors in users' timesheets.

Projects/Tasks

Project/Task Real-time Monitoring
You can track the progress of any project (at the highest level) and/or task based on the estimated hours entered for the project or task and the actual hours worked by all users assigned to the project/task. Project/task progress is tracked within the actual project/task, in user's timesheets, and in reports.

Project/task progress is conveyed both in a progress bar, which provides a visual representation of the actual vs. estimated hours for that project/task (and includes the percentage completed), and as numerical values.

Assignments at Task Level
You can assign users/groups to individual tasks (or the root project) to ensure that only those tasks appear in users' timesheets. Task assignments increase security and allow you to track your resources on a task-by-task basis (reports).

Administration

Redesigned User Screen
The Add/Edit User screen has been redesigned, allowing you to view all the user's information at a glance. Each section is permission-based, which provides you with additional security and the ability to divide administrative tasks among multiple users (e.g., a network administrator may control login information, access rights, and e-mail notifications, while a payroll/human resources administrator may control the advanced user information and time off settings).

Historical Timesheets and Expenses
The List Timesheets and List Expenses screens have been renamed Historical Timesheets and Historical Expenses, respectively.

Historical Timesheets and Expenses - Re-open Button
The Open button on the Historical Timesheets and Historical Expenses screens has been changed to "Re-open" to clarifying that the purpose of this button is to re-open a timesheet/expense sheet that has already been submitted and approved.

Historical Expenses - Paid Filter
A Paid Status filter has been added to the Historical Expenses screen to allow easy filtering of paid expense sheets.

New Actions in Permissions
New actions have been added to the Edit Permission screen:

Reports

Multiple Access Levels for Reports
Access levels have been added to permissions to control the type of data each user sees in reports (e.g., a supervisor may have access to information for all users reporting to them, whereas a timesheet user has access only to his/her own information).

New Reports:

• Task Assignments (Project Status reports)
  A new report has been added to track the assignments associated with specific projects/tasks. The assignments include users/groups who have been either explicitly allowed or explicitly denied access to the project/task.
• Task Assignment Details (Project Status reports)
  A new report has been added to provide specific information about those users/groups who have been allowed access to specific projects/tasks. The report includes detailed information about each assignment, including whether the user/group has been granted explicit access (as an individual) or implicit access (as a member of a larger group).
• Project/Task Progress (Project Status reports)
  A new Project/Task Progress report has been added to track the progress of projects/tasks based on the estimated vs. actual hours worked on the project/task. Progress is determined on a task-by-task basis, meaning that the root project is treated as a separate task (no roll-ups).
• Timesheet Details (Timesheet reports)
  A new report has been added to provide detailed information about each user's timesheet.
• User Time Off (Administration reports)
  The new User Time Off report replaces the User Vacation report from 4.0/4.1. The report has been enhanced to include all assigned time off codes and associated accruals, reset settings, and allowed days (and "as of" date) for each user in the system.

Additional Changes

Export Report Criteria
When exporting report data to Excel, it is now possible to include the report criteria (filters, grouping) in the export. This option is available on the Settings for Reports pop-up window, on the Fields tab.

Grouping Options Added

• Department Code
• Time Off Code
• User
• User Defined Fields (User)
• Refer to the Reports Field Matrix for a complete list of grouping options available in the Web TimeSheet reports.

Filters Added

• Enabled/Disabled (user)
• Time Off Code
• User
• Refer to the Reports Field Matrix for a complete list of filters available in Web TimeSheet reports.

Fields Added

• Actual Hours to Date
• Estimated Time to Complete
• Department Code
• User Start Date
• User End Date
• Time Off Code
• Accrual Date
• Accrual Days
• Reset Date
• Reset Days
• User Defined Fields (Client)
• User Defined Fields (Department)
• User Defined Fields (Employee Type)
• User Defined Fields (Expense)
• User Defined Fields (Project/Task)
• User Defined Fields (Timesheet)
• User Defined Fields (User)
• Refer to the Reports Field Matrix for a complete list of fields available in Web TimeSheet reports.