Timesheet

Introduction

The Redmineflux Timesheet Plugin is a powerful tool that enhances time tracking and reporting capabilities within the Redmine project management system. This user guide will walk you through the installation, configuration, and usage of the plugin, enabling you to efficiently manage and analyze time-related data for your projects.

Version Compatibility

Redmine Versions

4.0.x, 4.1.x, 4.2.x
5.0.x
6.0.x(coming soon)

Installation

To install Redmineflux Timesheet Plugin follow these steps

Make sure you have a working installation of Redmine
Unzip the archive and upload the Timesheet folder to Redmine/plugins and do not change the plugin folder name.
Run the following command to install the required dependencies
bundle install
Run migrate command for database migration
1. In Production
RAILS_ENV=Production bundle exec rails redmine:plugins:migrate
2. In Development
RAILS_ENV=Development bundle exec rails redmine:plugins:migrate
Restart Redmine server to load the plugin
Rails s

Configuration

Log in to your Redmine instance with administrative privileges.
Go to “Administration” in the top navigation bar.
Select “Plugins” from the sidebar menu.
Locate the Redmineflux Timesheet Plugin and click the “Configure” link.
Check the “Enable” box to activate the plugin.
Adjust any additional settings according to your requirements.
Save the changes

How To

How to View Timesheet

To access the timesheet functionality in Flux, please follow these steps

Open your preferred web browser and go to the Flux login page.
Enter your credentials (username and password) to log in to Flux.
After successfully logging in, navigate to the main dashboard or home page.
Look for the “Timesheet” option in the navigation menu and click on it.

On the Timesheet page, you will find a calendar view displaying the timesheet entries. By default, the current week’s timesheet is visible.

How to Add time entries in the Timesheet Dashboard

To add a new time entry in the Timesheet Dashboard, follow these steps

Click on the “Add Issue” button, typically located near the top of the dashboard or Hover over the task cells to initiate the time entry process.
Choose the date for the time entry. Select the appropriate date from a date picker.
Specify the activity associated with the time entry.
Enter the number of hours you spent on the activity. Provide an accurate estimate or measurement of the time spent on the task.
Optionally, you can add comments or descriptions to provide additional context.
Once you have filled in the required fields, click on the “Log Time” button to record the time entry in the Timesheet Dashboard.

After clicking “Log Time” the new time entry will be added to the Timesheet Dashboard, reflecting the selected task, date, activity, hours, and any added comments.

How to Update time entry in Timesheet Dashboard

To update a time entry in the Timesheet Dashboard, follow these steps

To view previous time entries for a particular task, double click on the task row.
To view the time entry for a specified date, hover over the cell in the Timesheet Dashboard that contains the time entry. A pop-up will appear, showing the details of the time entry for that date.
Update the desired fields such as spent time, date, comment, hours, and activity based on the changes you want to make. Modify the necessary information accordingly.
After confirming the changes, click on the “Log Time” button to update the time entry with the revised information
To add more time entries on the particular date click on plus icon, fill in all the necessary details for ex. Date, comment, hours and activity and click on “Log Time” button to add new time entries.

How to remove time entries from the Timesheet Dashboard

To remove time entries from the Timesheet Dashboard, follow these steps

Access the Timesheet Dashboard.
Locate the specific task for which you want to remove time entries. To do this, double click on the task to open a pop-up or view that displays the associated time entries.
Identify the time entry that you wish to remove.
Look for a “Delete” icon or option associated with the time entry. It may be represented by a trash bin icon or a similar symbol.
Click on the “Delete” icon to remove the desired time entry.
The Time entry will be removed from the Timesheet Dashboard.

How to submit Timesheet in Redmineflux Timesheet

To submit your timesheet in Redmineflux Timesheet, follow these steps

Log in to Redmineflux with your credentials.
Navigate to the Timesheet section or Timesheet Dashboard.
Review and ensure that all your time entries for the desired period are accurately filled in.
Verify that you have entered the correct hours, and any additional information required for each time entry.
Double-check any comments or descriptions associated with the time entries to ensure they are complete and provide necessary context.
Once you are satisfied with the accuracy of your timesheet, look for a “Submit” button within the Timesheet Dashboard or on the timesheet page.
Click on the “Submit” button to initiate the timesheet submission process.
A confirmation prompt or notification may appear, indicating that your timesheet has been successfully submitted.
Your timesheet is now submitted in Redmineflux Timesheet. It will be processed according to the system’s workflow and any approval processes in place.

How to view Timesheet Report in Redmineflux Timesheet

To view a Timesheet Report in Redmineflux Timesheet, follow these steps

Log in to Redmineflux with your credentials.
Once logged in, navigate to the Reports section or Reports Dashboard. Please note that access to this section may require the appropriate permissions assigned to your user account.
In the Reports section, you will find a week-wise timesheet displaying the time entries of all users for the selected week.
To view the timesheet for different teams, click on the dropdown menu provided. This will show a list of available teams or groups. Select the desired team to see their respective timesheets.
To view a custom date range timesheet, make use of the “Next” and “Previous” buttons. Clicking on these buttons will allow you to navigate through different weeks or date ranges, enabling you to see timesheets for specific periods.

How to Approve Timesheet in Redmineflux Timesheet

To Approve Timesheet in Redmineflux Timesheet, follow these steps

Log in to Redmineflux with your credentials.
Once logged in, navigate to the Reports icon or Reports Dashboard. Please note that access to this section may require the appropriate permissions assigned to your user account.
In the Reports section, you will find a week-wise timesheet displaying the time entries of all users for the selected week.
Ensure that you have administrator access or the necessary permissions to approve timesheets.
Locate the timesheet of the user you wish to approve for the given week.
Click on the “Approve” button associated with the user’s timesheet for that specific week.
Once the timesheet is approved, an email notification will be automatically sent to the user, informing them about the approval of their timesheet for the given period.
The timesheet will now be marked as approved in Redmineflux Timesheet, and the user will be notified of the approval status.

How to Reject Timesheet in Redmineflux Timesheet

To reject timesheets in Redmineflux Timesheet, follow these steps

Log in to Redmineflux with your credentials.
Once logged in, navigate to the Reports icon or Reports Dashboard. Please note that access to this section may require the appropriate permissions assigned to your user account.
In the Reports section, you will find a week-wise timesheet displaying the time entries of all users for the selected week.
Ensure that you have administrator access or the necessary permissions to reject timesheets.
Locate the timesheet of the user you wish to reject for the given week.
Click on the “Reject” button associated with the user’s timesheet for that specific week.
A pop-up will appear to provide a reason or comment explaining the rejection of timesheet.
Confirm the rejection by clicking on the “Submit” button in the prompt.
An email notification will be sent to the user whose timesheet was rejected, informing them about the rejection and providing the reason or comment provided during the rejection process.
The timesheet will now be marked as approved in Redmineflux Timesheet, and the user will be notified of the approval status.

How to Search for Tasks or Users in the Timesheet

The Redmineflux Timesheet feature allows users to conveniently search for tasks within the Timesheet dashboard using task ID or subject. Additionally, users can search for specific users by utilizing user ID or name.

How to View the Timesheet of Different Teams in Redmineflux Timesheet

To view the Timesheet of different teams in Redmineflux Timesheet, follow these steps

Locate and select the team dropdown menu.
From the dropdown menu, choose the desired team you wish to view.
The Timesheet Plugin will automatically update to display the selected team’s Timesheet.
Make sure you have administrator access to see team’s dropdown menu.

By selecting different teams from the dropdown menu, you can easily switch between viewing the timesheet of various teams within your project or organization.

How to View the Timesheet for a Custom Date Range in Redmineflux Timesheet

To view the Timesheet for a custom date range in Redmineflux Timesheet, follow these steps

Locate the date range selector or date picker option.
Click on the date range selector to open the calendar.
Choose the start date and end date that define your desired custom date range.
Once you have selected the appropriate dates, the timesheet plugin will automatically update to display the tasks and time entries within the specified custom date range.

By selecting a custom date range, you can easily analyze and monitor the timesheet of your team or project within a specific timeframe.

How to Create a Team in Redmineflux Timesheet

To create a team in Redmineflux Timesheet, follow these steps

Access the administration settings of Redmineflux Timesheet.
Navigate to the team management section.
Look for the option to create a new team.
Click on the “Create Team” button to initiate the team creation process.
Provide a name for the team to easily identify it.
Configure additional settings or properties for the team, such as assigning team members or defining team-specific roles.
Save the newly created team.
To add members to the teams click on the “Add Members” text.
Click on the “Add Member” button to add members to the team.
To update team members details, click on the “Edit” icon.
To remove members from the team, click on the “Delete” icon.

By creating a team in Redmineflux Timesheet, you can group and organize resources together, enabling efficient management of timesheet and task assignments within your project or organization. This facilitates better collaboration and coordination among team members, leading to improved productivity and resource utilization.

Troubleshooting

Ensure the Timesheet Plugin is Installed and Enabled
Check if the Timesheet plugin is installed in your Redmine instance. If not, install the plugin and restart Redmine.

Check User Permissions
Make sure that the user has the necessary permissions to access and use the Timesheet functionality. Check their roles and permissions in the Redmine administration panel.

Clear Browser Cache
If you encounter display issues or outdated information in the Timesheet Dashboard, clear your browser cache and refresh the page.

Verify Plugin Compatibility
Ensure that the Timesheet plugin version is compatible with your Redmine version. Check the plugin’s documentation or website for compatibility information.

Review Plugin Settings
Double-check the plugin settings in the Redmine administration panel. Make sure the settings are configured correctly and match your requirements.

Check for Conflicting Plugins
Disable other Redmine plugins temporarily to check if there are any conflicts affecting the Timesheet plugin’s functionality.

Restart Redmine
If you encounter persistent issues with the Timesheet plugin, try restarting the Redmine server to refresh the plugin and its dependencies.

Update or Reinstall the Plugin
If you are using an outdated version of the Timesheet plugin, update it to the latest compatible version. Alternatively, reinstall the plugin to resolve any potential installation or configuration issues.

Consult the Plugin’s Documentation or Support
Refer to the Timesheet plugin’s documentation or support resources for specific troubleshooting steps and common issues. Check if there are any known issues or FAQs that address your problem.

Report the Issue
If you are unable to resolve the issue, consider reporting it to the plugin’s developers or support team. Provide detailed information about the problem, including steps to reproduce it and any error messages encountered.

Remember to always backup your Redmine instance before making any significant changes or modifications to plugins or configurations.

Frequently Asked Questions (FAQ’s)

Q1: How do I install the Redmine Timesheet plugin?
A1: To install the Redmine Timesheet plugin, click on the link:

Q2: How can I access the Timesheet Dashboard?
A2: To access the Timesheet Dashboard, log in to your Redmine instance and navigate to the Timesheet section. It is usually available at the top menu.

Q3: Can I view timesheets for specific teams?
A3: Yes, the Redmine Timesheet plugin typically allows you to view timesheets for specific teams. You can select the desired team from the dropdown menu or use the provided filters in the Timesheet Dashboard.

Q4: How do I add a new time entry in the Timesheet Dashboard?
A4: To add a new time entry, follow these steps

click on the “Add Issue” button or hover over the task cells.
Select the desired task for which you want to fill the time.
Choose the date, activity, and enter the number of hours spent.
Optionally, add comments.
Click the “Log Time” button to record the time entry.

Q5: How can I update or edit existing time entries?
A5: To update a time entry, follow these steps:

Double click on the task row to view the previous time entries for that task.
Hover over the particular cell to see the time entry for a specific date.
Update the desired fields such as spent time, date, comment, or activity.
Click “Log Time” to save the changes and update the time entry.

Q6: Can I generate Timesheet Reports with the plugin?
A6: Yes, the Redmine Timesheet plugin typically provides the functionality to generate Timesheet Reports. You can access the Reports section or Reports Dashboard and customize the report based on parameters such as date range and teams.

Q7: How do I approve or reject timesheets in the Redmine Timesheet plugin?
A7: To approve or reject timesheets, you need appropriate permissions and access to the Timesheet Approval section or Approval Dashboard. From there, you can review the timesheets and click on the “Approve” or “Reject” buttons accordingly. You may also provide comments or feedback during the approval or rejection process.

Q8: Can I customize the Timesheet plugin’s settings or configuration?
A8: Yes, the Redmine Timesheet plugin usually offers configuration options in the Redmine administration panel. You can customize settings related to timesheet display, permissions, notifications, and other aspects to match your requirements.

Q9: What should I do if I encounter issues or errors with the Timesheet plugin?
A9: If you face any issues or errors, try the following steps

Clear your browser cache and refresh the page.
Verify the plugin compatibility with your Redmine version.
Check for conflicting plugins and disable them temporarily.
Review the plugin’s documentation or support resources for troubleshooting guidance.
Report the issue to the plugin’s developers or support team, providing detailed information about the problem.

Uninstallation of Plugin

To uninstall the Redmineflux Timesheet Plugin, follow these steps

Go to the Timesheet Plugin directory in Redmine.
Delete the entire Workload directory from Redmine/plugins directory. This step removes the plugin files from your Redmine installation.
If the plugin required a migration, run the following command to downgrade your database (make a db backup before):
Bundle exec rake redmine:plugins:migrate Name=plugin name VERSION=0
Restart the Redmine server to see the changes.
This will uninstall the Redmineflux Timesheet Plugin from Redmine.

Conclusion

The Redmine Timesheet Plugin offers a comprehensive solution for tracking, managing, and analyzing time-related data within your Redmine projects. By following this user guide, you can easily install, configure, and utilize the plugin’s features to streamline your time tracking processes.