07 October 2016

SharePoint Time Reporting With Summary

TimeCard for SharePoint logotypeOur SharePoint solution for time reporting directly from the calendar has been updated to support a recent change in Office 365. The installation and upgrade processes are a bit changed, and so is the summary of reported and future time that can be integrated into any page.

TimeCard for SharePoint logotypeOne of my first standard products was the workgroup edition of TimeCard for Outlook. This add-in has been on the market for 15 years, and several of the early customers are still using it! "We have loved TimeCard, and Kalmstrom, for 12 years!" one of them exclaimed in an e-mail a while ago.

I can understand that users like TimeCard, because TimeCard gives several ways to check the hours before you report them, and it is efficient to report time from the calendar where you plan your activities.

TimeCard Summary
The SharePoint edition of TimeCard is younger than the Outlook editions, but SharePoint gives possibilities that are more complicated to achieve in Outlook. For example, the SharePoint version has a TimeCard Summary, which shows an overview of recently reported time for all users.

TimeCard Summary is especially useful to organizations where users report time often, maybe once a week or even every day, because the summary also shows users' plans for the coming 5 days. These future appointments are updated every time the user reports, so then any change of plans will be reflected in the summary.

In earlier versions TimeCard Summary was a web part, but as Microsoft has stopped support for server-side code in sandboxed solutions we now instead give an embed code for the summary. This code can be inserted in a page in the same way as a video.

TimeCard Settings
The summary embed code is given in the TimeCard Global Settings, where the administrator manages settings that should be the same for all users, like which parameters users should tag their calendar events with to transform them into time sheets.

Each user also has his/her own Personal Settings, where they for example can decide which events should be excluded from the reporting. Most users want to exclude events that are marked "personal".

Upgrade upgrade icon Upgrades are always included in the Subscriptions, so current users of TimeCard for SharePoint are welcome to upgrade their installations.

Try TimeCard! download icon You are welcome to download TimeCard for SharePoint and evaluate it for 30 days. If you don't want to create your own tag values and events, you can use our example data for a quicker evaluation. Study the TimeCard documentation and contact us if you have questions, and I am sure you will find the evaluation interesting!

By Peter Kalmström
CEO and Systems Designer Business Solutions

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