Create, Edit and Delete a Time report (mobile) – 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 (mobile)

Create a time report in the Time calendar

  1. Go to Time & Absence > Time calendar.
  2. Select the current day or change day either by:
    • Tap the arrow on the top right or
    • Tap the menu icon, select the monthly view and pick the correct day.
  3. Create a new time report either by:
    • Tap and hold on the correct starting time, after which drag the time report to the right duration or

      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.

    • Tap on the floating plus button.

  4. Select a task.

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

  5. Type in a comment.
  6. Tap on the date field or start and finish times to use the date or time picker (24h format).
  7. Adjust duration if necessary.
  8. Set billable or non-billable.*
  9. Tap the Save icon.

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:
    • Tap on the Time report you want to edit, make changes and tap the Save icon or
    • If you want to change starting time, tap and hold on the time report, after which 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 in the navigation.
  2. Tap on the time report you want to delete.
  3. Tap the Delete icon.
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