Project Management

How to Save Timesheet Entry?

Log into the ESS portal and click on the ‘Project’ menu followed by the ‘Request’ submenu.

Click on the ‘Timesheet Entry’ tab

Here you can add the Project code, Project name, Sub-project, Task, Client, Hours Invested and description. Mark the check box for billable entry, if needed, before clicking on the ‘Add’ button. You can also save multiple entries for the same date.

Note: The saved entries won’t be sent for approval until you submit those.

How to Submit Timesheet Entry for Approval?

Once you save the entry, you need to follow the process below to submit it for the manager’s approval.

Log in to the ESS portal, click on the ‘Project’ menu then click on the ‘Request’ submenu.

Click on the ‘Timesheet Summary’ tab. Select the month and click on the ‘Search’ button and all the saved entries for the respective month will appear.

Now you can mark checkboxes for individual entries or mark the ‘Check All’ checkbox and click on the ‘Submit’ button. Then timesheet entries will be sent for approval to the respective manager.

Note: You can also submit the entries weekly or fortnightly

How to Approve Timesheet Entries as a Manager?

Once your employees submit their timesheet entries as a manager you can approve those through the ESS portal. Click on the ‘Project’ menu and the ‘Approval’ submenu.

Go to the ‘Manager Approval’ tab. Enter values for the month and year. Click on the ‘Search’ button and all the pending entries will appear.

Here you can click on the ‘Details’ button to see all the entries from the employee.

Check the box in the ‘Approve’ or ‘Reject’ column to approve the respective entry and click on the ‘Save’ button.

How Can I Check my Timesheet Report as an Employee?

To check your timesheet report as an employee you need to log into the ESS portal and go to the ‘My Report’ sub-menu.

Go to ‘My Time Sheet Report’ select the required parameters and click on the ‘Download Excel’ button.

How to download the ‘Timesheet Report’ for my team/employees as a manager or admin?

As an admin or a manager, you can get a timesheet report for your team with a few simple clicks. Log into your ESS portal, go to the ‘Project’ menu and click on the ‘Team Report’ sub-menu.

Under the ‘Timesheet Report’ tab you can select all the required parameters and click on the ‘Download Excel’ button.

Project Master

In the guide below, will discuss steps for essential elements of project management such as,

• Create Project

• Create Sub-projects

• Create Tasks

• Create Client

How to Create a New Project?

Log into an ESS portal, go to the ‘Project’ menu and click on the ‘Project Master’.

Go to the ‘Project’ tab and click on the ‘Add’ button on the upper right-hand corner of the screen.

Enter the ‘Project Name’ and the ‘Project Code’. Select the ‘Project Lead’ from the drop-down. You can also select ‘Start Date’, ‘End Date’ and add ‘Description’. You should also select ‘Status’ and ‘Priority’. Also, upload ‘Attachment’ and click on the ‘Create’ button.

How to Create a Task for a Project?

Log into an ESS portal, go to the ‘Project’ menu and click on the ‘Project Master’.

Go to the ‘Task’ tab and click on the ‘Add’ button on the upper right-hand corner of the screen.

Enter the ‘Task Name’ and ‘Task Description’ and then click on the ‘Save’ button.

How to Create a New Client for a Project?

Log into the ESS portal, click on the ‘Project’ menu and then click on the ‘Project Master’ sub-menu.

Go to the ‘Client’ tab and click on the ‘Add’ button.

You should enter ‘Code of the Client’, ‘Name of the Client’, and ‘Address’. Add the ‘Description’. Then select the ‘Status’ from the drop-down and click on the ‘Save’ button.

Go to the ‘Sub-project’ tab and click on the ‘Add’ button.

Enter the ‘Sub Project Name’ and ‘Description’ and click on the ‘Create’ button.

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