Five time recording elements can be placed on portals and work item blades. This article covers the time specific configuration.
Time entry list view
Clio Operate includes a dedicated time entry list view provider, core-time-entries. Configure it with the list view widget to display time entries on a portal.
The list view provides specific filtering capabilities for:
| Filter | What it does |
|---|---|
| Timekeeper | Filters by the person who recorded the time. |
| Time state | Filters by state: Draft, Revising, Submitted or Approved. |
| Time period | Combines a unit, day or week, with a relative period, current, previous or next. |
Internal cost columns are permission gated
The list view supports CSV export. The export includes the time entry state and the recorder's job role alongside the visible columns.
Time commands
Add either command to a portal, a blade or a menu.
| Command | System name | What it does |
|---|---|---|
| Record a time entry | record-time-entry | Opens the time entry blade to record time against a work item. |
| View time entries | view-time-entries | Opens the time entry list view blade, for time booked against the current work item or the user's own time. |
Time top navigation widget
Time Entry Quick View (Sharedo.Core.Case.Widgets.StopwatchQuickView) sits in the top-menu and displays running stopwatches.
Place and configure it through Menu Configuration.
Time nav bar aspect
The Time Nav aspect displays a summary of time recorded against a work item, and gives quick access to the entries.
Add it to a work item blade through the Blade Editor.
Time radar
The Time Radar widget compares recorded hours against target hours for the people working on a work item, with a cumulative time by person chart and a count of time entries. It sits well above a time entry list view on the same page.
The radar needs targets to be meaningful. Target hours come from the time target configuration. Where no target is set for the people involved, the widget has nothing to compare recorded time against. See Configure time targets.
Add the widget through Introduction to Personas and Portals.