How to set up widgets in TimeLog

Introduction

The widgets are designed to help organizations evolve and become more data driven. They focus on enhancing the project controlling process and provide project managers with the tools they need to succeed. 

By offering accurate and relevant widgets, the project managers are provided direct insight into the state of their projects.  
These widgets help answer questions such as:  
Are there any potential risks coming up that require immediate attention? Are there any tasks that are falling behind?  
 

Widgets can provide insights on: 

• Average hourly rate: Monitor the average hourly rate for your projects. 

• Invoiced per month: Keep track of monthly invoicing for your projects. 

• Project tasks completion: Get an overview of task completion rates across your projects. 

• Planned absence: Stay informed about planned absences for your team members. 

• Vacation balance See a prognosis of how many vacation days you have available in the upcoming 12 months. 

• Time tracking delay:  Shows how many days you wait to log your hours. The widget encourages the time tracker to reduce time tracking delay, as low delay improves data quality and billability. 

 

Description

How to enable widgets in TimeLog

• Log in to your TimeLog account
• Click your profile icon on the right side of the navigation bar
• Click "preview features"
• Enable "New cover design" if not already enabled
• Enable "Widgets for project managers"

Note: You must have at least one project privilege enabled in your user role and enable preview features to access widgets in your system.

Average hourly rate

With the average hourly rate widget, you can see calculations that take the sales value of your hours divided by the number of hours spent and see the projects where you might be losing money.

Notes:

• 0 means that there are no billable hours or that you do not bill the customer by hours.
• Internal projects are not included

Completion of project tasks
The graph in this widget shows you the completion rate of tasks according to budgeted hours, spent hours and remaining hours.

Invoiced per month

With this widget you can view invoices from all projects where you have project manager rights (regardless of open/closed status) from the current and previous fiscal year.

Notes:

• Invoiced per month is shown in base currency.
• It only shows the project manager's projects.
• The project data follows the user rights setup, which means that only invoices from relevant projects will be visible.
• If you haven't set up a fiscal year yet, the default will be calendar year.

Completion of project tasks

The graph in this widget shows you the completion rate of tasks according to budgeted hours, spent hours and remaining hours.

Notes:

• If the value equals 0, there is no budget associated with the task.
• When the graph shows red, the budget has been exceeded.

 

Absence schedule:

This widget shows planned absence for employees working on the given project manager's project(s). Planned absences are highlighted in blue, regardless of absence type.

Notes:

• Weekends and national holidays are marked in grey.

 

Holiday balance:

Holiday balance shows your accrued and planned holiday 12 months ahead. This widget shows if you have enough holiday time to cover your future holiday plans. Considering the holiday you earn, what you have used and what you plan to take.

The Holiday Balance widget will be visible to all users with holiday entitlement.

The calculation of the holiday balance includes all salary codes linked to holidays and the calculation of how much you earn each month follows the salary code rules.

'Expected end of month balance' is calculated by adding “Accrued holiday current month” to “Previous month balance” and subtracting “Holiday planned current month”. Planned holiday includes all registered holiday for the current month. A negative holiday balance indicates that you are taking more holiday than you have earned.

The purpose of the widget is to help the user plan and adjust holiday schedules and keep track of the balance in the future. No need to ask the accountant - you can see it yourself.

Time registration delay:

Time registration delay shows how many days you wait to register your hours after they have occurred. The delay is measured per record and per month, so you start over every month. An icon showing the trend from the previous month tells you if you are progressing or regressing. You'll see motivational messages that push you towards the company's goal of logging time with minimal delay. The company goal is set to 1 for now. Later on, the system administrator will be able to change the goal for their company.

The widget encourages the time recorder to reduce the delay in time recording, as a low delay improves data quality and billability.

This widget is a performance indicator for you and helps you log your hours more often, preferably every day. The less time between you working and logging your hours, the more accurate and detailed your records will be because you can remember more details and the exact number of hours. You'll also get the project allocated correctly the first time and won't have to work so hard to log your time correctly.

The widget displays a single number that tells you if you're on track or behind.

The formula is like ‘Time registration accuracy’, but the numbers are rounded. If you have no registrations in the current month, the widget has no number and displays ‘--’. Future registrations will get a 0. The widget also shows the date of the last registration, so you know if you are falling behind on registering your hours. If you are 7 days behind, the text will be red.

You should aim for a decreasing number, ideally zero, because it improves data quality and keeps your hours up-to-date for others who use them.

Added value

Our financial widgets offer a customised solution for analysing and displaying productivity metrics to meet the needs of different employees in your business. The first shows the monthly value added per month. You can switch between viewing either the recorded or estimated value in the bar. The second value added widget shows two columns, where one shows either the recorded or estimated value and the other column shows the amount recognised as revenue (BAR). The third widget only shows added value per month in sales price and only the user's own hours are shown in the widget, and there are no filtering options available regardless of the user's role and rights. This widget is targeted to the individual employee and it focuses on their own hours and the value they create each month.

• Monthly value vs. invoicing: This widget compares the added value generated each month with the invoiced amount, giving a clear picture of fiscal performance.
   
• Value view: Users can view recorded (actual) or estimated value alongside the invoiced amount, known as the BAR amount, to get a comprehensive understanding of the financial status. 
  
  
• Valuation of hours: Internal hours are valued at zero and absence hours are excluded, ensuring accurate productivity measurements. 
  
  
• Detailed information: A handy mouseover feature reveals in-depth details such as recorded, estimated and BAR amounts, hours worked, cumulative year-to-date values and the average hourly rate, allowing users to easily dive into the data.

Personal Resource Plan

The Personal Resource Plan provides a clear and accessible overview of your upcoming tasks. The PRP shows your planned tasks, ensuring you are always informed about your upcoming work. You can choose to view your tasks for the next 4 days, 4 weeks, or 4 months, offering flexibility to plan your time effectively. This feature lets Project Managers communicate their planning intentions clearly, without users needing access to sensitive data.

This tool helps fine-tune the overall workload on each employee, handling conflicts and providing an immediate understanding of the impact on project plans.

 

Enable widgets

To enable widgets, go to System administration > Employees > User roles and rights management > Click on the role you would like to add the widget to > Click on Reports > Scroll down to the bottom and find the heading ‘Widget on front page’ > Tick the box with : Design 7 (must be ticked for the widget to work) > Select the widgets you would like to show for the specific user role.

 

Special remarks