iBE Help

Entering Time - Phone App

Updated on

Explains how to install and set-up the iBE timesheet app for iPhone and Android phones and how to enter time in CBI

Opening Timesheet App

Opening Timesheet App

When you first login to the iBE Phone App tap on Time (highlighted above) to open the time management page. Then tap on timesheets (highlighted below)

The message counter indicates the number of unapproved timesheets you currently have open

Create or Edit Timesheet

Create or Edit Timesheet

The first time you access the timesheet area in the iBE phone app you will see a blank screen. After some time you will see one row for each timesheet you created (e.g. one row per week). Tap on the + button (highlighted above) to create a new timesheet; or tap on the current, un-submitted timesheet to edit it

Timesheet Details

Timesheet Details

Once you open or create a timesheet you will see one row for each day in the timesheet period (e.g. 7 rows if you use weekly timesheets). The timesheet period start/end, status, and total hours compared to your contractually agreed working hours are displayed at the top. Tap on any of the date rows to open it and add time entries on that specific day

Tapping on a dates opens up the individual time entries for that day plus the option to "Add new Time Entry" as displayed in the screen shot above

Tapping on a time entry / add new time entry opens the time entry details screen shown below

Time Entry Details

Time Entry Details

Here you must enter the:

  1. Date of the time worked (defaults to today)
  2. Tap on the Task field to open the time classification screen where you must always specify the customer, project, task or department labor costs & revenues should be allocated to (as outlined below)
  3. Enter the hours by tapping on the hours field and spinning the hh:mm wheels until the correct time is input. Your system admin. may have set up a minimum interval permitted e.g. 15 or 30 minute increments. You can also optionally:
  4. Enter a comment to explain what you were doing that day. Comments can be configured as required
  5. Select or enter the location where you worked which is useful for example to keep track of local income tax based on days worked in each state
  6. The status of the time entry is displayed. You normally submit the timesheet and then would not change the status yourself unless it was rejected.

Allocation of Time to Project

Allocation of Time to Project

After tapping on the Task field (#2 above) you will get a screen where you must enter the customer, project and task OR the department for when time is booked to a department not a project. As you tap on each field in turn the permitted values are displayed for selection from the spinner (e.g. customer list is shown above)

For example tapping on the Customer field above displays a spinner with all the valid customer records listed (for projects this user is involved with)

After a customer or project is selected then tap on Task to get a list of valid tasks to book time to. Only tasks for that particular customer or project, and which are pre-assigned to the user as a resource, are given.

What to do if your project / task does not appear?

In the first instance you should contact your local client or project manager to find out which task you need to be added to as a resource. The reasons your task does not appear could be:

  • Task is new and was not yet added to the project
  • You are not assigned as a resource
  • Task planned start date is stil in the future (after time entry date)
  • Task has already been marked as fully completed
  • Task type used does not permit time to be recorded.

Submitting Completed Timesheet

Submitting Completed Timesheet

While it is recommended to add to your timesheet on a daily basis, you should not submit your timesheet until the end of the week when all your time has been properly captured.  To submit your timesheet click on the share icon (highlighted in top right corner) and then select "Submit Timesheet" from the pull-up tray. You timesheet is now submitted and can no longer by edited, unless it is rejected.

Previous Article Entering Time - Web
Next Article Install and Access iBE Phone App