Create, Edit and Delete a Time report (desktop) – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Create, Edit and Delete a Time report (desktop)

Create a time report in the Time calendar

  1. Go to Time & Absence > Time calendar.
  2. Click on the correct day and starting time and either:
    • Drag the time report to the right duration or
    • Add duration to the time field.

    Note: By changing the time report length through dragging, duration can be set only on half an hour intervals. To add a more precise duration, use the time field.

  3. Select a task.

    Note: The task field searches for a correct task by the task, project and account name.

  4. Type in a comment.
  5. Click on the date field or start and finish times to use the date or time picker (24h format).
  6. Set billable or non-billable.*
  7. Click Save.

Note: *The billable or non-billable status is not a default feature in PlanMill.

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Edit a time report in the Time calendar

  1. Go to Time & Absence > Time calendar.
  2. Edit a Time report either by:
    • Click on the Time report you want to edit, make changes and click Save or
    • Drag the Time report to start at different time. By dragging down from the bottom of the Time report, you can change the duration.

Note: If a time report has a lock icon, it has been accepted and can not be edited or deleted.

Delete a time report in the Time calendar

  1. Go to Time & Absence > Time calendar.
  2. Click on the time report you want to delete.
  3. Click Delete.
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