Locking a timesheet once estimated hours are reached

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  • Idea
  • Updated 7 months ago
  • Implemented
Is there a way to prevent time from being logged when the estimated hours have been reached for a specific task?

(Originally posted by jcody)
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Archived Post, Official Rep

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Posted 4 years ago

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Archived Post, Official Rep

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Hi,

Thank you for using Replicon Community.

We can't prevent time from being entered in the Timesheet when the estimated hours have been reached, for a Task or Project.



 
Thanks



(Originally posted by Lingaraj Dharwad)
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Ann McWhirter

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I have a similar problem in that timesheets are approved which are over the allowed estimated hours. It would greatly improve administration if this could be a configuration option to stop people entering hours past the estimated value. 
Even though the task progress bar is over 100%, it is ignored by both the user and the approvers which means more work at the administration side of the business when processing the end of the month accounts.

Can this be considered as an idea please!

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Lingaraj Dharwad, Product Champion

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Hi Ann,

Thank you for using Replicon Community,

I have marked this as an idea & are reviewing the same.

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Hi Ann,

I have received an update from the product management team that, this idea is currently UNDER CONSIDERATION. We will post further updates as and when we get them.

Thanks,
Lingaraj
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Ann McWhirter

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Is there any updates on this?

Similar conversations exist so it is a need for Replicon's clients
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Charlene Eriksen, Product Manager

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Hi Ann,

Nothing firm at the moment. But it's definitely something we would like to add in future.

Thanks,
Charlene
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Walker, Anne (akane)

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Hi Charlene,

Are there any updates to this? This is a feature we'd like to take advantage of as well, when it is available.

Thank you!
Anne
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Charlene Eriksen, Product Manager

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Hi Ann and Anne! 

We are just about to add a validation rule that can be configured to prevent time entry once estimates are reached. This has been built on our newest platform, which unfortunately I don't think either of you are on right now. However, if you move to it in future this functionality would be available to you. If you are interested in talking with someone about moving to the new platform, please let me know. They would need to work with you to assess your suitability to move at this time.

Thanks,
Charlene
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Ann McWhirter

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Hi Charlene


Can we be assessed for the move?


Many Thanks

Ann

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Ann McWhirter

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Hi Charlene

I haven't heard from the Customer Migrations yet.  Do you know when this will happen?

Regards

Ann

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Charlene Eriksen, Product Manager

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Hi Ann,

My apologies - I would have expected you would have heard from someone by now. I'll look into it and get back to you.

Thanks,
Charlene
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Charlene Eriksen, Product Manager

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Hi Ann,

If they haven't already, someone will be reaching out to you in the next couple of days.

Thanks,
Charlene
(Edited)
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Aashnee Kamboj, Community Moderator

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Hi Ann,

We had sent out an email to you for a preferred time on Thursday. May I request you to please help us with the time details.

Thanks,
Aashnee
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Ann McWhirter

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Hm - didn't get the email.  Anyway, what about 12pm on Thursday (UK)?

Thanks
Ann
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Walker, Anne (akane)

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Hi Charlene,

Is it Gen3 that you're referring to? We are actually in discussions about moving to the Gen3 platform.

Thanks!
Anne
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Charlene Eriksen, Product Manager

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Yes, it is Gen3. There are two versions of our timesheet available on Gen3 and you would need to be on the newer one to take advantage of this. It's called the Custom or Configurable Timesheet. I will let our Customer Migrations Manager know that you are interested in this newer timesheet.

Thanks,
Charlene
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Ann McWhirter

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I have been testing out the new feature with the aim to migrate our timesheets to the new timesheet template but the way the feature has been implemented is an "all or nothing"! For us, I want this feature enabled on our projects where there is a fixed budget but have it open ended for the others. For this feature to work as it stands, all projects must have a budget and unfortunately that's not the case for those users regarded as overheads and where there is no budget necessary for them e.g. office admin.

I have talked with our Replicon Rep and what would be a useful extension is to have a flag at the project or task level to indicate whether the rule applies or not. This would give us the flexibility to mix and match when the rule is applied.

Thanks

Ann

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Aashnee Kamboj, Community Moderator

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Hi Ann,

As discussed, please have the custom fields created. Once you do so, we will have our customization team contacted to check the feasibility.

Thanks,
Aashnee Kamboj
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Ann McWhirter

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A warning for those planning on moving to the custom timesheet template!

We are still in beta testing on the custom timesheet template and only have one team switched to this template.  Its still under review by us as it has not been a "like for like" move from the standard template to the custom template.  At the moment it still requires too many Replicon widgets to be created by Replicon to replicate the good points of the standard template.

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Charlene Eriksen, Product Manager

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Hi Ann,

I'd be interested to hear more on the items that you are having to have added on. We have made an effort to provide all the same functionality in the our new timesheet format, so I'd like to hear from you what the important gaps are.

Thanks,
Charlene