PHProjekt 5.1: book time on various modules
From Wikipedia
We introduced a new and very useful feature which allows the user to keep track of his time bookings even more accurate than before to the timecard in Version 5.1.
It is now possible to book time not only on projects but directly on todos and helpdesk tickets. Other modules could be integrated very easily as well, and if requested from our users, will follow in the next Version of PHProjekt.
In order to book your times on other modules than projects you have two options, you can either book the times directly in your timecard, or you can book them in the corresponding module itself.
1. Requirements for booking time on todos helpdesk tickets
As it would get very complex if every user would be able to book on all elements we set some restrictions for booking time.
First of all, you can only book time on elements other than projects which are assigned to a project.
Further the assigned project has to apply to the following restrictions:
- The project is currently on duty, which means the category is set to 'working'.
- Start and end time of the project inherit the selected day.
- You are member of the project.
- You have an entry for this day on your time card.
Depending on the configuration of the system, the last condition may not be necessary.
In addition there are some restrictions to the module itself:
Todos:
A user is only allowed to book time on a todo if:
- he is either the author or the recipient of a todo
- the status of a todo isn't set to "done" or "rejected"
Helpdesk tickets:
A user is only allowed to book time on a helpdesk ticket if:
- he is either the author
- or the ticket is assigned to him
In case all those requirements are matched you should now be able to book time on your todo /helpdesk ticket
2. Book time from within the timecard module
In order to book the time on a todo / helpdesk ticket from within the timecard, proceed to the "Project bookings" page by clicking the right tab in your timecard. If you want you can set this page as the timecard start page in your settings.
Now two boxes are displayed, the left one allows you to assign time on projects / other modules, the right one displays your working time overview for the selected month. Notice that you might not be able to delete or alter bookings with hindsight, depending on the settings in your config.inc.php.
Now proceed to the day you want to book time, either by clicking on the corresponding weekday in the right box, or by entering the date directly in the left box.
Now you can see a list of all projects you are allowed to book time on. In case you have todos /helpdesk tickets assigned to those you will see "Helpdesk" /"Todo" underneath the project. You can open those by either clicking on the arrow right in front of them or the big "+" sign on top of the table (right besides Sum working time).
Booking time on a todo/ticket works the same way as booking time on a project. In detail that means you have to enter an optional comment and the amount of time you wanna book in the fields right beside the listet element in your left box and submit the booking by clicking the "OK" button at the bottom of the box.
Of course you can enter several bookings at once.
3. Booking time from within a todo / helpdesk ticket
Instead of using the timecard, you can book the time from within the elements as well. This might come in handy, because that way you don't have to switch back and forth from the todo / helpdesk module and the timecard.
As the booking works identically for the todo and the helpdesk module, I will confine my further explanations to the todo module.
In order to assign worktime to a todo proceed to the todo list view and either enter an existing todo or create a new one. Once the todo is assigned to a working project, and the requirements described above are fit, you can book the time in the todo form itself. The fields for the bookings are found in a box called Project related times right underneath the Categorization fields(above assignment). All you have todo here is fill out the optional comment, select a date and enter the time. You can save this booking by either clicking "OK" (will proceed to the listview after saving) or "Apply" (reloads the form view) on top of the page.
4. Export time booked on modules
In case you want to export the times you booked on modules other than project proceed to the project statistic. Here you can export your bookings and include the module title and id in the export.
For further instructions on handling the project statistic please proceed to projectstatistics for Version 5.1.
