The task list provides details beside it such as the parent task, planned and actual effort, start date, finish date and status for each task.
Click the > arrow to expand a project and see the tasks underneath. Tasks that have been assigned to you will display in a List View under Records List, organized by project. The Records List on the left, by default, will display only Projects that are "In Progress" or "Not Started" and where there are tasks assigned to you. The Time Tracker Interface is comprised of two (2) sections - the Records List and the Time Tracker. Once you're in Inspire Planner, you can access the Time Tracker by clicking on the Time Tracker Tab in the navigation bar.Ĭlick on the Time Tracker tab from the navigation bar.Make sure you are in the Inspire Planner App by clicking on Inspire Planner under All Apps.Click on the App Launcher at the top left corner of the screen.
#Daily timetracker how to#
This section will walk you through how to access the Time Tracker in Inspire Planner for both Salesforce Lightning and Classic environments. The hours are logged as 1:45 in the Time Tracker but the Actual Effort will be 1.75 hours, or one and three quarter hours. For example, let’s say a user logs 1 hour and 45 minutes against a task. While time is logged by the resource in hours and minutes, Actual Effort time is defined as total number of hours. While Planned Effort is defined by the Project Manager, Actual Effort automatically rolls up from the time logged in the Time Tracker. Setting the Unit to 50% for a specific resource means the Planned Effort for that resource is 1.5 hours, or 50% of the total Planned Effort time.Īctual Effort is the actual time it took the assigned resource to complete the task. For example, let’s say the total Planned Effort for a specific Project Task is 3 hours. Double click on the Assigned To cell of the Project Task and click on the arrow.įor each Assigned Resource, you can define a Unit, which is the percentage of the total Planned Effort allocated to each resource. Planned Effort can also be divided among Assigned Resources. This helps users see how long a specific task is expected to take. To specify Planned Effort, double click on the cell for the project task under the Planned Effort column of your Project. Project Managers can set the Planned Effort for each task. Planned Effort is the estimated amount of time needed to complete a specific Project Task.
#Daily timetracker update#
Time Tracker in Tasks - learn how to update the details of a task and log hours at the same time.Time Tracker Interface - become familiar with the Time Tracker Interface and how to view and log hours using the different views.In Salesforce Classic - instructions for how to navigate to the Time Tracker in the Classic environment.In Salesforce Lighting - instructions for how to navigate to the Time Tracker in the Lightning environment.Planned and Actual Effort - understand the difference between Planned and Actual Effort and how they are defined.You can use the following quick links to jump to a specific section.
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