Report Time on Case or Task
Explanation
This activity is used to report the time taken for work
done on cases or tasks. If IFS/Project is installed in the database, the
reported time will be updated to the connected customer project. Invoicing of this
time will be possible through the customer project if you set the case or task
to Invoiceable.
Prerequisites
To perform this activity, the case or task must have already
been created.
System Effects
If IFS/Project is installed in the database, the
Project Time Registration/Day tab will be updated as a result of this activity.
Window
Case
Task
Related Window Descriptions
Case
Case/Tasks
Task
Case Time Report
Procedure
- Open the
Case or
Task
window and query for the relevant record.
- Right-click on the
Case or
Task window (or after selecting the task on the
Case/Tasks
tab) and click Time Reporting. The
Case Time Report
window is opened.
- The Item Type field will be filled
according to how you accessed the dialog box. You can change it if
necessary.
- If reporting time for a task, modify the value for the Task ID
field if necessary.
- Optionally, modify the value in the User ID
or Employee ID field.
- Enter a value in the Hours field.
- Optionally enter/select data in the Report Code,
Account Date, Project ID, Internal Comments,
Invoiceable and Invoice Comments fields.