タイムシート¶
Odoo Timesheets lets you log, view, and validate working time across projects and employees. Timesheets enable accurate time tracking and productivity monitoring, and in the case of services invoiced on a time-and-material basis, they are essential for invoicing clients.
注釈
Timesheets are also integrated into Project and Helpdesk.
設定¶
Access rights¶
注釈
Odoo users must be registered as employees to log timesheets.
To define what a user can view and edit in the Timesheets application, configure their access rights. To do so, open the Settings app, go to , and select the relevant user. Then, under the Services section, set the Timesheets field to one of the following:
No (blank): The user cannot see the Timesheets app and cannot log time.
User: own timesheets only: The user can log their own time, but cannot view anyone else's entries.
User: all timesheets: The user can log their own time and view, edit, and validate all employees' timesheets.
Administrator: The user can log their own time and view, edit, and validate all employees' timesheets. They can also access the Timesheets Configuration menu.
参考
Projects¶
Employees can only log time if the project itself allows it. To enable timesheets for a project, follow these steps:
Go to the Project app.
Click the (vertical ellipsis) icon on the relevant project's card and select Settings.
Go to the Settings tab and scroll down to the Time management section.
Enable Timesheets.
Viewing timesheets¶
By default, the Timesheets app opens to the My Timesheets screen in grid view, displaying the time spent on projects, per day, in each cell; and per period, in the Time Spent column.
To change the displayed period, click on Week, then select Day or Month in the dropdown menu. Use the (left arrow) and (right arrow) buttons next to it to view previous or upcoming timesheets.
Click Today to return to the current day.
ちなみに
Timesheets displayed in italics are suggested entries. They represent projects for which the user has not yet logged time during the selected period, but may need to, based on task assignments, deadlines, and historical timesheet data.
Hover your mouse over a cell in the grid and click the (fa-search) icon to view and edit the entry's details, including the Date, Project, Task, Description, Sales Order Item (if the project is billable), and Time Spent.
Daily totals¶
At the bottom of each column, the logged time is color-coded based on the Working Hours defined for the employee:
Green: Logged time matches the expected amount exactly.
Brown: Logged time exceeds the expected amount.
Red: Logged time is less than the expected amount.
ちなみに
Hover over the purple section below the bottom line to view the overtime/undertime recorded for that specific day.
Period totals¶
The value in the color-coded cell at the bottom of the Time Spent column represents the total time logged for the period:
Green: Total time matches the expected amount for the period exactly.
Orange: Total time exceeds the expected amount for the period.
Red: Total time is less than the expected amount for the period.
Logging timesheets¶
Odoo offers multiple ways to log timesheets:
Using the timer¶
To record the time spent on a project in real time, follow these steps:
Go to the Timesheets app.
Click Start to launch the timer.
By default, the project most frequently used in the last five timesheet entries is automatically selected. To log time for another project, type or select it in the Project field.
Optionally, select a Task in the project and Describe your activity.
Click Stop to stop the timer. The time spent is automatically added to the chosen timesheet.
ちなみに
You can also press Enter to start and stop the timer.
To edit an entry, click the relevant cell in the grid and modify the time.
Alternatively, locate the project you want to log time for in the grid and click or press the letter displayed next to it on the keyboard to start the timer. Click or press the letter again to stop it. To add time in 15-minute increments, press Shift + [letter].
Manually¶
To log time manually, click the cell corresponding to the relevant project and day in the grid, then enter the time spent.
If the project is not visible in the grid, click Add a line. In the popup, select the Project, change the Date if needed, and enter the Time spent. Optionally, Describe your activity and select a specific Task. For timesheets linked to billable projects, include a Sales Order Item so the logged time can be invoiced to the customer.
Click Save when finished.
From Project tasks and Helpdesk tickets¶
Timesheets can also be logged directly within the Project and Helpdesk apps. To do so, access the relevant task or ticket, then:
Either click the Start button to start recording time on the task, then click Stop to stop the timer. In the popup, edit the Time Spent if needed, then Describe your activity and click Log Time to record the entry or Resume Timer to continue tracking time on the task or ticket.
Or go to the Timesheets tab, click Add a line, and fill in the fields.