Timesheets

Overview Back to top

Timesheets is where you review the time people logged in Time Tracking. You do not add time here. You look at the same hours from different angles: per person, per board, against working hours, against the plan, and as grouped totals.

To open a timesheet:

1. Open the app from the monday.com sidebar and click Timesheets.
2. Pick a view in the Templates list on the left.
3. Pick the people or teams in the filter bar. The table stays empty until you do.
4. Pick the period at the top.

Sending a timesheet for approval and approving it are covered on the Timesheet Approval page.

Views and Toolbar Back to top

The Templates list

The list on the left is titled Templates. It groups the views into sections you can collapse:

Top bar and filters

The top bar and the filter bar under it apply to every view:

• Period — choose Current Week, Previous Week, Current Month, Previous Month, Current Quarter, Previous Quarter, Current Year, Last Year or Custom Range.
• Arrows — move one period back or forward.
• People and teams — pick the people or monday.com teams to show. Pick these first.
• Boards — show only time logged on the boards you pick.
• Categories — show only time logged under the worklog categories you pick. See Worklog category.
• Clear — removes all filters.
• Day / Week / Month — sets how wide each column is. See Day, Week or Month columns.
• Sub-group by Category — splits each row by worklog category, for example Billable and Non-Billable.
• Saved views — keeps a set-up you use often. See Saved views.
• Export to Excel (download icon) — downloads the view on screen as an Excel file.
• Fullscreen — see Fullscreen.

Your set-up is remembered

Timesheets reopens the way you left it: the same view, period, people, teams and boards. A period such as Current Week always moves to today. A custom period keeps its dates. This is remembered in the browser you use.

Day, Week or Month columns

Use the Day / Week / Month switch to choose what one column stands for. Week and Month columns add up the days inside them. Row totals and progress stay the same whichever you choose.

• Weeks start on the same first day of the week as the scheduler. See First day of the week.
• With Day columns and a period longer than one week, a row above the days shows the week number and dates, for example Week 19 · May 4–10.

Fullscreen

Click the fullscreen button at the right of the top bar to hide the Templates list and give the table the whole window. Press Esc or click the button again to leave.

What the cell colours mean

In the views with a row per person, each day cell is coloured by how the logged hours compare with that person's working hours for the day:

Click any hours to list the worklogs behind the number.

Leave details

With Day columns, click a leave-tinted cell that has no logged time. You see the leave type, dates, duration, status and approver. The leave note is shown only to the person on leave and to admins.

Worklog category: change and filter

A worklog category labels the kind of time, usually Billable (time you can charge a client for) or Non-Billable.

• To change a category, click a cell to list its worklogs and click the edit icon of a worklog. You can do this on your own worklogs; admins can do it on anyone's. Worklogs in a locked timesheet cannot be changed.
• To filter by category, use the category filter in the filter bar. It applies to the user and board views, to Timesheet Progress, and to the logged hours in Planned vs Actual.

Saved views

Use a saved view to come back to the same view, period, filters and columns with one click.

1. Set up the timesheet the way you want it.
2. Click Saved views in the top bar and choose Save current view.
3. Type a name and click Save.

• Click a saved view to apply it.
• If you change something after applying a view, an asterisk (*) appears next to its name. The menu then offers Update to overwrite it, or Save as new view.
• Use the icons beside a view to rename or delete it.
• A period such as Current Week stays relative to today. A custom period is saved with its dates.
• Saved views are private to you. You can keep up to 100.

User Timesheets Back to top

Use these views to answer "how much did each person log?". Every row starts with a person. Each has a Progress percentage (logged hours against working hours) and a Sum for the period.

Board Timesheets Back to top

Use these views to answer "how much time went into each board?". Every row starts with a board. Only boards with logged time in the period are listed.

Logged Time Report Back to top

Use this report when you want totals, not a day-by-day grid. Open it from Reports › Logged Time in the Templates list.

1. In Group by, choose User, Board or Category.
2. In then by, choose the second level.
3. Click a row to open it, or use Expand All and Collapse All.

Each row shows Hours, Billable hours and the number of Entries (worklogs). The Total row at the bottom adds everything up.

Useful combinations:

• User, then Category — each person's billable and non-billable hours.
• Board, then User — who worked on each project.
• Category, then Board — billable hours per project.

Progress Views Back to top

The three views under Progress compare two numbers per person and show the result as a percentage bar. Three terms are used:

• Required hours — the hours the person is expected to work in the period. They come from the person's capacity scheme, minus public holidays and approved leave.
• Logged hours — the time the person logged in the period.
• Planned hours — the hours scheduled for the person on board items in the period, taken from the items' estimates.

1. Timesheet Progress

Question it answers: has each person logged the hours they were expected to work?

2. Resource Utilization

Question it answers: how much of each person's working time is planned? Utilization means planned hours as a share of required hours.

Over 100% means the person is booked for more than they can work. Well under 100% means they have room for more.

3. Planned vs Actual

Question it answers: did people log as much as was planned for them? Planned is the estimate; actual is the time really logged.

If logged hours are often above planned, estimates are too low. If they are far below, time may be missing or estimates are too high.

Totals, Inline, Heatmap or Stacked

Above each Progress table you can choose how much detail to show. All four show the same numbers.

In Inline, Heatmap and Stacked, a column is a day, week or month (see Day, Week or Month columns). Each cell is coloured by how close the hours are to the target: up to 50%, 50–100%, 100–120%, and over 120%.

Filters in the Progress views

• People and teams — when you pick teams, rows are grouped by team with a total per team.
• Boards — limits the planned hours and the logged hours to the boards you pick. Required hours are not affected.
• Categories — limits the logged hours to the categories you pick. It changes Timesheet Progress and the logged hours in Planned vs Actual.

Related Pages Back to top