You can view the Daily Time entered for multiple Resources for any time span.
Information is displayed as soon as the time is entered.
Open the Tab "Daily Time" from (+) All Tabs or the App Launcher
For each of the Resources, the time entered is color coded based on the information in the Resource record (Capacity/d [default: 8h] and Days per week [default: 5])
- red if below the daily Capacity
- green if the same as the Capacity/d
- blue if above the Capacity/d
- gray for weekend
- yellow for no time entered and less than 5 days per week
Example: Resource time by Project with Item details:
Note that you can create a Salesforce report with the same information and a few restrictions using the report type "T&E Items with T&E Item Days".
Selection / Query
The option "Show Resources without hours" allows you to see missing information (see also T+E Report Reminder)
The level of detail displayed is determined by
- Grouping (e.g. -none-)
- Show Item details (default: selected)
Optionally, you can group the time entered by
- Project (default)
- Activity Type
Optionally restrict the information to display
- specific Resource Groups (setup)
- Time entries with a particular status (e.g. Approved)
- (Non)Billable time
Depending on the data volume, you may run into Salesforce Governor limits. In this case, restrict the information, e.g.
- specific Resource Groups
- narrower Date Range
You can export the information displayed by selecting the option and copying the data into a file and save it as .csv.