Forum Discussion

EricHernandez's avatar
EricHernandez
Qrew Member
6 years ago

Multi-Project User Specific Timesheets

I'm a relatively new user to QuickBase and have quickly developed the want to use this in multiple avenues in my company. One of the things that my company would like to do is start tracking time spen...
Relationships
DonLarson's avatar
DonLarson
Qrew Elite
6 years ago
Eric,

I maybe misunderstanding your table design from the paragraph, but let me suggest an architecture.


A couple of key things.
The Assigned Project Table exists to let you relate all the Projects to the Employees.  You can have one or many Employees working a Project.  It is not a list of different Projects, it is only who is assigned to them.

The Time Cards table will let you people enter time against their Assigned Projects.  They will see the correct Project Name, they need never know that they are tied to the Assigned Projects table.  You make a Record Picker report so they can only see Assigned Projects where they are User assigned to it.

When a Time Card record is added, use an Automation to then relate the Time Card directly to the Projects table.  You now have all your time summarizing there.


Project Management and Time Tracking can get complicated.  You have not laid out the business case for the customers or billing which I am sure could impact some of this.   We want to make sure you have the data for Payroll, Invoicing and Job Costing.




------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------
  • EricHernandez's avatar
    EricHernandez
    Qrew Member
    6 years ago
    Don,

    Thank you for your quick reply. I am going to try to get something put together in the next few days to see if I understand your suggestions. I will let you know if I happen to have any more questions.

    Thanks,

    ------------------------------
    Eric Hernandez
    ------------------------------