+-----+--------------+---------------------------------------------------+--------+----------------------------------------------------------+-----------------------------------------------------------------------------------------+-------------------------------------------------------------------------------------------------------------------------------+
|Topic|Presenter |Summary |Duration|Tags |Certification Quiz |Captions |
+-----+--------------+---------------------------------------------------+--------+----------------------------------------------------------+-----------------------------------------------------------------------------------------+-------------------------------------------------------------------------------------------------------------------------------+
|
|Clint Thompson|This video walks through how to log your time in EP|11:05 |#EasyProjects, #Onboarding, #ClarityNewHire, #loggingTime|Easy Projects Training|EP_LoggingTime_AutoGeneratedCaption.txt|
| | | | | | | |
| | | | | | |
|
+-----+--------------+---------------------------------------------------+--------+----------------------------------------------------------+-----------------------------------------------------------------------------------------+-------------------------------------------------------------------------------------------------------------------------------+00:00:05.140 --> 00:00:09.573 - So we can get right into EP project. Sorry Pi, don't know if 00:00:09.573 --> 00:00:14.006 - you've used this at all for logging in time, so I'll go over 00:00:14.006 --> 00:00:17.075 - two different things 'cause my assumption based upon my 00:00:17.075 --> 00:00:20.826 - conversation with Christian is that you will also be not only 00:00:20.826 --> 00:00:24.236 - logging time, but helping other team members log their time. 00:00:24.880 --> 00:00:28.235 - And so generally whenever you log into easy projects, do you 00:00:28.235 --> 00:00:32.200 - have access to it? Currently I do OK cool, so you can maybe 00:00:32.200 --> 00:00:35.860 - follow along, or if it's more helpful for you, you can just 00:00:35.860 --> 00:00:39.825 - kind of watch what I'm doing. Can you see my screen? Yeah, OK, 00:00:39.825 --> 00:00:43.790 - cool. So generally you'll be on the ad time log screen. This is 00:00:43.790 --> 00:00:47.755 - just how you do your time logs and everybody kind of does it 00:00:47.755 --> 00:00:50.805 - differently. There's one method of doing it, but everybody logs 00:00:50.805 --> 00:00:53.855 - their time differently. So being a project manager or something 00:00:53.855 --> 00:00:55.380 - similar to a project manager. 00:00:55.390 --> 00:00:59.050 - Uh, you'll be logging your time, probably incrementally in like 00:00:59.050 --> 00:01:02.710 - very excuse me. Very small chunks, so 15 minutes, 30 00:01:02.710 --> 00:01:07.404 - minutes. Nothing I do takes longer than an hour and a half. 00:01:07.404 --> 00:01:11.800 - The dev team members if you work with any of them and maybe even 00:01:11.800 --> 00:01:15.568 - the marketing team members, they might log their time in like 3 00:01:15.568 --> 00:01:19.650 - to 6 hour chunks. May even be true for you, but generally what 00:01:19.650 --> 00:01:24.046 - I'll do is it will automatically go to the entry of my name. It 00:01:24.046 --> 00:01:27.500 - will automatically go to the current date or should at least 00:01:27.500 --> 00:01:31.582 - if you reload the page and then the main three that you just 00:01:31.582 --> 00:01:33.466 - need to worry about is ours 00:01:33.466 --> 00:01:37.036 - projects and activities. If you have an obviously I'll get to 00:01:37.036 --> 00:01:41.287 - this later if you have a project allocated to you when you're on 00:01:41.287 --> 00:01:45.211 - that project, you'll see this in your project list and you kind 00:01:45.211 --> 00:01:49.462 - of see mine. As long I don't think yours will be this long. 00:01:49.490 --> 00:01:53.417 - **** but uh, you have some general ones that are specific 00:01:53.417 --> 00:01:57.701 - to clarity, so this is what we considered non billable time and 00:01:57.701 --> 00:02:01.628 - so that is CDI. Anything. CDI General Admin CBI meetings CDI 00:02:01.628 --> 00:02:05.198 - reallocation CPI training so perfect example of how I'm going 00:02:05.198 --> 00:02:10.196 - to log my time right now is I put in order CDI training and 00:02:10.196 --> 00:02:15.908 - let's say we do a full hour so I put one for an hour but let's 00:02:15.908 --> 00:02:20.192 - say 45 minutes I can put .75 and then I can do. 00:02:20.240 --> 00:02:22.280 - PP and base camp. 00:02:22.950 --> 00:02:29.848 - Training with. If I could tell. 00:02:29.850 --> 00:02:33.722 - Uh, everything that bolts to Billable. If you are working on 00:02:33.722 --> 00:02:36.890 - anything client related and Kristen May ultimately tell you 00:02:36.890 --> 00:02:40.410 - something different, I'm not quite sure how that's going to 00:02:40.410 --> 00:02:44.282 - workout for you. But in the case of project managers and 00:02:44.282 --> 00:02:49.210 - developers, if we are even Kevin has a way of putting it of if 00:02:49.210 --> 00:02:54.138 - you Even so much as think of the client for 15 minutes, you have 00:02:54.138 --> 00:02:55.194 - to fill it. 00:02:56.090 --> 00:03:00.354 - It's a use your best judgment. There are plenty Devs in PMS who 00:03:00.354 --> 00:03:04.290 - say, OK, I wasn't really being all that productive for that 15 00:03:04.290 --> 00:03:07.898 - minutes. I'll log it to general admin or something like that, 00:03:07.898 --> 00:03:13.160 - but. It's always better to log. It is billable. And then if you 00:03:13.160 --> 00:03:17.515 - need to bring it up to Kristen or management and just say hey, 00:03:17.515 --> 00:03:21.535 - you know I think maybe this time needs to be handled internally. 00:03:21.535 --> 00:03:25.890 - But I did log it, but that's not here nor there. So generally 00:03:25.890 --> 00:03:28.905 - you'll want to log anything CDI as UN building. 00:03:28.950 --> 00:03:33.114 - Will will send you an angry email, not just tell you. Hey, 00:03:33.114 --> 00:03:37.972 - uh, why did you log distabile or what does it need to be logged? 00:03:37.972 --> 00:03:41.789 - Training? Does it need to be logged to something else? And 00:03:41.789 --> 00:03:45.606 - then you just hit record and you'll see over here it's 00:03:45.606 --> 00:03:49.770 - tracking my week so right now is obviously only Monday. I just 00:03:49.770 --> 00:03:53.240 - logged 45 minutes, which I haven't actually done to this 00:03:53.240 --> 00:03:58.098 - specific day and you can go in here and click on any one of 00:03:58.098 --> 00:03:59.486 - these. Right click it. 00:03:59.490 --> 00:04:02.790 - Sorry, left click it. I don't know my directions. You can 00:04:02.790 --> 00:04:05.790 - either do edit this time entry or delete this time. 00:04:06.430 --> 00:04:09.444 - Exactly what you would anticipate it if you try to edit 00:04:09.444 --> 00:04:12.458 - it. You can change it to a different project. You can 00:04:12.458 --> 00:04:16.020 - change it to a different line item. This is where things get a 00:04:16.020 --> 00:04:18.486 - little bit micromanaging where you have to be specific. 00:04:19.050 --> 00:04:22.854 - I logged most of my time to project management, but if I'm 00:04:22.854 --> 00:04:27.292 - doing QA or even for some reason I have to fix bugs which is 00:04:27.292 --> 00:04:31.096 - extremely rare. But if I'm doing anything outside of the scope of 00:04:31.096 --> 00:04:34.266 - normal management, I log it outside of it so meetings, 00:04:34.266 --> 00:04:37.119 - project management, QA, whatever. You just log into that 00:04:37.119 --> 00:04:41.240 - line item, you can adjust the time. So what I generally do is 00:04:41.240 --> 00:04:45.361 - if I know I spent 15 minutes on something, I'll put 15 minutes 00:04:45.361 --> 00:04:49.482 - in. But let's say over the course of the day I did more 00:04:49.482 --> 00:04:51.067 - work on this project called, 00:04:51.067 --> 00:04:53.720 - they die. So then I'll be like 00:04:53.720 --> 00:04:59.360 - helps. Jesse, with his built in you don't have to be super 00:04:59.360 --> 00:05:02.800 - specific, but a good recommendation that I've always 00:05:02.800 --> 00:05:07.530 - been given and look something I was recommended for people you 00:05:07.530 --> 00:05:10.110 - want at least one sentence per 00:05:10.110 --> 00:05:15.502 - hour. I even get to the point where I do about a sentence for 00:05:15.502 --> 00:05:19.510 - 15 minutes, just 'cause they're very short. I mean, you can see 00:05:19.510 --> 00:05:20.846 - here generally I'm about. 00:05:21.590 --> 00:05:25.893 - I sent it to her 15 minutes unless it's like a meeting or 00:05:25.893 --> 00:05:29.203 - you don't necessarily want to post your meeting notes in 00:05:29.203 --> 00:05:31.189 - there. 'cause That's a waste of 00:05:31.189 --> 00:05:33.556 - space. It's just a general best practice. 00:05:34.780 --> 00:05:38.465 - Unless it gets egregious, nobody really is going to be checking 00:05:38.465 --> 00:05:41.815 - your time logs. You don't have to worry about like 00:05:41.815 --> 00:05:45.835 - micromanaging it too much, it's more for your own sanity of like 00:05:45.835 --> 00:05:48.180 - knowing what did I do on this 00:05:48.180 --> 00:05:51.864 - day. And just having it accurately logged because and 00:05:51.864 --> 00:05:56.820 - this happens all the time. You may find that you need to 00:05:56.820 --> 00:06:01.363 - reallocate time from one line item, and I did exactly that 00:06:01.363 --> 00:06:03.841 - with this project. GTI J&J truck 00:06:03.841 --> 00:06:07.935 - sales. It's project management, but this specific work that I 00:06:07.935 --> 00:06:12.795 - was doing was related to a specific feature, so I logged it 00:06:12.795 --> 00:06:16.440 - to that feature because that's exactly what I did. 00:06:16.440 --> 00:06:20.136 - We helped with development, so I added it to the development line 00:06:20.136 --> 00:06:24.610 - item. This is very short and sweet of how everything works. 00:06:24.610 --> 00:06:28.978 - Very last thing you can do is delete this time entry now for. 00:06:29.560 --> 00:06:33.172 - Most members of the team. That's about where it ends. Nobody else 00:06:33.172 --> 00:06:36.182 - really messes with anything outside of the scope of things. 00:06:36.182 --> 00:06:40.396 - If you go over here to history, and this is where things get a 00:06:40.396 --> 00:06:44.008 - little bit more complicated, you can look up the history. You can 00:06:44.008 --> 00:06:47.921 - do this for literally any team member of anybody on the team so 00:06:47.921 --> 00:06:50.028 - I can type in my own name. 00:06:50.800 --> 00:06:56.162 - Uh. And then I can do and I'm going to. I can do from 00:06:56.162 --> 00:06:56.770 - Sunday too. 00:06:57.780 --> 00:06:59.230 - Not able. 00:07:00.270 --> 00:07:05.445 - It's the last week which is 16th, it apply. 00:07:06.280 --> 00:07:10.687 - I did not work just two hours a minute. All projects in all 00:07:10.687 --> 00:07:15.433 - activities you can see. Uh oh, I did work a little bit, but I 00:07:15.433 --> 00:07:17.128 - didn't work that much billable 00:07:17.128 --> 00:07:22.003 - anyways, um. You can see all the time that I worked on for 00:07:22.003 --> 00:07:25.446 - specific week and that's going to arrange for everybody. I mean 00:07:25.446 --> 00:07:29.202 - everybody should be hitting 40, but some members of the team are 00:07:29.202 --> 00:07:33.271 - insane and they work like 70 hours and I don't know how they 00:07:33.271 --> 00:07:37.653 - do it for tracking your time so that you know like they hit my 00:07:37.653 --> 00:07:42.035 - 40 hours did I hit my billable? I don't know what it's going to 00:07:42.035 --> 00:07:45.165 - be like for you. It might actually be different, but 00:07:45.165 --> 00:07:47.669 - especially if you're working marketing. But generally project 00:07:47.669 --> 00:07:49.547 - managers need to hit about 25 00:07:49.547 --> 00:07:52.286 - hours of. Syllable, uhm, you're gonna come higher 00:07:52.286 --> 00:07:55.355 - than that? Some things are going to come lesser. 00:07:56.370 --> 00:08:00.696 - It's not a big deal if you don't hit it, it's just something that 00:08:00.696 --> 00:08:04.095 - whoever your direct supervisor will have to address with you on 00:08:04.095 --> 00:08:07.185 - the weekly whatever. It's also just a best practice, since 00:08:07.185 --> 00:08:09.966 - that's generally what we consider to be about productive. 00:08:09.966 --> 00:08:13.674 - It is for developers, and I would assume it's going to be 00:08:13.674 --> 00:08:15.219 - different for the marketing team 00:08:15.219 --> 00:08:18.952 - and you. Like a developer generally has to hit about 30 00:08:18.952 --> 00:08:24.420 - hours billable. Yeah, I didn't know how stuff, yeah? 00:08:24.420 --> 00:08:29.866 - So this is this is useful with. You just wanted to look up your 00:08:29.866 --> 00:08:34.534 - own stats, but let's say you want to look at a specific 00:08:34.534 --> 00:08:39.591 - project, so I'll give you an example of John B. John beat is 00:08:39.591 --> 00:08:43.092 - a very very small project, meaning like they've approved. 00:08:43.092 --> 00:08:47.371 - We've worked more, but they've approved about a total of 14 00:08:47.371 --> 00:08:49.316 - hours, just very, very light. 00:08:49.370 --> 00:08:54.115 - So for the month of May, I think we worked a total of. 00:08:55.720 --> 00:08:59.720 - 4.25 hours so very very tiny project. Now we've definitely 00:08:59.720 --> 00:09:04.920 - worked more than that. I think we worked a total of 30 hours, 00:09:04.920 --> 00:09:09.320 - but that was because of like emergencies that popped up and 00:09:09.320 --> 00:09:12.920 - in that time you'll see different people logging time 00:09:12.920 --> 00:09:17.320 - against it. So basically Chris is obviously the CEO. Will see 00:09:17.320 --> 00:09:21.320 - myself running the project manager and Patrick is one of 00:09:21.320 --> 00:09:25.720 - our developers, so as people are logging time to line items. 00:09:25.730 --> 00:09:30.882 - If they have a line item to log time to, they'll just put it 00:09:30.882 --> 00:09:32.354 - under whatever they have. 00:09:32.360 --> 00:09:36.154 - Why is what they might do is they might log it to what we 00:09:36.154 --> 00:09:36.967 - call needs reallocation. 00:09:38.400 --> 00:09:42.195 - And so needs reallocation is where people don't know what to 00:09:42.195 --> 00:09:47.025 - log their time against, or they don't have a line item to log it 00:09:47.025 --> 00:09:50.820 - against. Now for maybe your first month or so, you might 00:09:50.820 --> 00:09:54.615 - actually be doing this where you're like. I don't know where 00:09:54.615 --> 00:09:58.410 - this time goes. I'm going to put it underneath reallocation and 00:09:58.410 --> 00:10:01.515 - US project managers and eventually you will help clean 00:10:01.515 --> 00:10:03.240 - out the needs reallocation so. 00:10:03.890 --> 00:10:08.882 - A good example of that is you see John be right here. 00:10:09.480 --> 00:10:13.627 - Patrick log time against John B, but he put it into the needs 00:10:13.627 --> 00:10:17.455 - reallocation 'cause he wasn't sure if it needs to go to a 00:10:17.455 --> 00:10:21.283 - specific line item. So we as project managers do at the end 00:10:21.283 --> 00:10:25.111 - of the week as we check needs reallocation and say, OK cool, 00:10:25.111 --> 00:10:29.577 - I'm going to go to edit this time and if they already have a 00:10:29.577 --> 00:10:31.491 - thing which I know he does. 00:10:31.620 --> 00:10:35.880 - We just put it under the line item that he had, so this is a 00:10:35.880 --> 00:10:39.288 - setup of CDN. I already approved that time for him, so he's 00:10:39.288 --> 00:10:42.980 - already done it and then I can update it. Then it leaves needs 00:10:42.980 --> 00:10:47.058 - reallocation within loads. And then it's now. 00:10:47.560 --> 00:10:52.631 - In that other project, so followed John be back up and 00:10:52.631 --> 00:10:57.241 - everything uses these weird acronyms there. I believe set up 00:10:57.241 --> 00:11:01.115 - by Christian. But anyways, that that time now gets logged into 00:11:01.115 --> 00:11:03.005 - the specific line item for this 00:11:03.005 --> 00:11:04.760 - month. Cool.