Time management
Planfix offers multiple ways to track time, including options that do not require data tags. The system includes standard time-tracking data tags, a widely used time-tracking approach. However, their use is not mandatory.
The data tag group "Time management" contains two types of data tags:
- Planned work time
- Actual working time (for the Time-Tracking: Working & Leisure Time solution)
The Planned work time data tag is available by default in every Planfix account and stores information about the date and time range scheduled for a task. It includes the following fields:
Standard use of this data tag:
- In Planner lists of the Hourly calendar type, the Planned work time data tag is displayed as a calendar booking block for the specified employee during the defined period.
- Panfix automatically adds the Planned work time data tag to tasks for which you have specified an employee and set a start time and a due date (within the same day). It then displays these tasks in Planfix’s standard hourly calendars.
- In addition to the system functions, this data tag can be used in reports to compare the planned time with the actual time spent on a task.
The Actual working time data tag is usually attached to a task by an employee who creates an action that describes the work performed. It contains information about the date, the period, and the type of work performed during this period:
In the standard Time-tracking solution, this data tag is used to calculate hourly wages. It can also compare planned versus actual work time in hourly tracking.
Note
When synchronizing with Google Calendar, the following time transfer rules apply:
- If you use the Full calendar, task, and data tag dates are transferred, meaning two events will be created in Google Calendar.
- If you use the Hourly calendar, only data tag dates are transferred, meaning a single event will be created in Google Calendar.
Useful
- New accounts must install the Time-tracking solution to be able to use the Actual working time data tag.
- The timer is now part of Planfix
- Timer in the Mobile App