Add, modify, and view time tracking information

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, and view time tracking information

Use the time tracking commands to add time tracking records to a project schedule, and to view and modify the existing time tracking records.

To adjust the time tracking settings, see Define time tracking settings.

Add a time tracking record

  1. In the Project Schedule dialog box, click the Project Schedule ribbon tab.
  2. On the menu, select Time Tracking Input.

  3. In the New Time Tracking Record dialog box, define the following properties:

    Option

    Description

    Employee

    The Tekla EPM user who is adding the record. Tekla EPM automatically uses the user that is logged in, but you can select another user as well.

    Note that the Employee field is optional. If you do not want the hours entered to be applied to a specific employee, you can leave the field blank.

    Click the arrow on the right side of Employee field, and select a user in the list.

    Project

    The project management job for which you are adding the time record.

    Click the arrow on the right side of Project field, and select a project management job in the list.

    Task

    The schedule task for which you are adding the time record.

    The Task field is optional. If you leave the field blank, the time record will be applied to the project as a whole.

    Click the arrow on the right side of Task field, and select a schedule task in the list.

    Station

    The station for which you are adding the time record.

    The Station field is optional. If you leave the field blank, the time record will be applied to the project as a whole.

    Click the arrow on the right side of Station field, and select a station in the list.

    Sequence

    The sequence for which you are adding the time record.

    The Sequence field is optional. If you leave the field blank, the time record will be applied to the project as a whole.

    Click the arrow on the right side of Sequence field, and select a sequence in the list.

    Lot #

    The lot for which you are adding the time record.

    The Lot # field is optional. If you leave the field blank, the time record will be applied to the project as a whole.

    Click the arrow on the right side of Lot # field, and select a lot number in the list.

  4. Click the arrows on the right side of the Start and End fields, and select the start and end dates and times in the calendar.

    Tekla EPM automatically calculates the number of working hours. The calculation method that is used can be set in Time Tracking Settings.

  5. If necessary, modify the working hours according to your needs:
    1. In the Regular field, type the time that will be logged as regular hours for the project, task, station, sequence, or lot.
    2. In the OT and OT2 fields, type the time that will be logged as overtime and double overtime hours for the project, task, station, sequence, or lot.
    3. In the Deduction field, type the time used for unpaid activities, such as lunch. This time will not be logged against the project, task, station, sequence, or lot.

    If the start and end times and the hours that you added do not match, you can adjust the difference by double-clicking the field where you added hours. For example, if the difference between the start and end time is 2 hours and you enter 1.50 for regular hours, double-clicking the OT field will set its value to 0.50.

    If the total hours are less than the difference between the start and end time, the difference will automatically be added as deduction hours.

  6. Click Save.

The record is added.

Note that Tekla EPM does not save the record if:
  • Two time tracking records marked to the same Tekla EPM user overlap.

  • A Tekla EPM user is selected and the total sum of regular, overtime, and double overtime hours is greater than the difference in the start and end time.

Modify, delete, or import time tracking records

  1. In the Project Schedule dialog box, click the Project Schedule ribbon tab.
  2. On the menu, select Time Tracking Detail.

  3. In the Time Tracking Filters dialog box, click the arrows on the right side of the fields in the Start Date and End Date sections, and select the minimum and maximum start and end dates in the calendars.
  4. To only view and modify specific time tracking records, click the available filtering buttons.
  5. In the filter dialog box, click the arrow buttons to move the values that you want to include to the Included list.
  6. Click OK.
  7. Click Apply Filter.

    The Time Tracking Detail dialog box opens, displaying all previously created time tracking records.

    To only view records that match particular criteria, you can select items in the navigation tree on the left.

  8. Do any of the following:

    To

    Do this

    Modify a time tracking record

    1. Click Properties.

    2. Modify the properties of the time tracking record.

      For more information, see Add a time tracking record.

    3. Click Save to update the time tracking record.

    Import time tracking records

    1. Click the Time Tracking Detail ribbon tab.

    2. On the menu, select Import Time Tracking Records - Excel.

    3. In the Open dialog box, browse to find the file that you want to import.

    4. Double-click the file.

    5. In the Verify Excel Import Data dialog box, verify the time tracking information.

    6. If you want to exclude a row in Microsoft Excel, hold down Alt and double-click a row.

    7. Click OK.

    8. In the Import Field Map dialog box, click an import field in the list.

    9. Select the corresponding field in the Tekla EPM Field list and click Set Field Mapping.

    10. Click OK.

      The import starts.

    11. When the import is completed, click Open Import Log and view the import details.

    12. Click the Close button (X) to close the import log and the Import dialog box.

    Delete time tracking records

    Note that deleting time tracking records is permanent and cannot be undone.

    1. In the Time Tracking Detail dialog box, click the time tracking records that you want to delete.

      To select multiple items, hold down Ctrl.

      To select a range of subsequent items, hold down Shift.

    2. Click the Time Tracking Detail ribbon tab.

    3. On the menu, select Delete Selected Records.

    4. In the first confirmation dialog box, click Yes.

    5. In the second confirmation dialog box, click Yes to permanently delete the tracking records.

View a time tracking summary

  1. In the Project Schedule dialog box, click the Project Schedule ribbon tab.
  2. On the menu, select Time Tracking Summary.
  3. In the upper-left corner of the Time Tracking Filters dialog box, select the fields that you want to view in the time tracking summary.

    The selected fields will be columns in the summary.

  4. Click the arrows on the right side of the fields in the Start Date and End Date sections, and select the minimum and maximum start and end dates in the calendars.
  5. To only view and modify specific time tracking records, click the available filtering buttons.
  6. In the filter dialog box, click the arrow buttons to move the values that you want to include to the Included list.
  7. Click OK.
  8. Click Apply Filter.

    A dialog box opens, displaying a summary of the time tracking records created.

  9. View the time tracking information.
  10. Do any of the following:
    • To create a new time tracking record, click New.

      For more information, see Add a time tracking record.

    • To access the Time Tracking Detail dialog box, click Time Tracking Detail.

      For more information, see Modify, delete, or import time tracking records.

    • To close the dialog box, click the Close button (X) in the upper-right corner.
Was this helpful?
Previous
Next