Vertabase Learning Center

Getting Started with Vertabase

This video covers how to get started with Vertabase by configuring Clients, Offices and Work Types to begin creating user accounts, creating projects, assigning resources to tasks and submitting timesheets.

• See video [7 min, 46 sec]
• Read How to Get Started with Vertabase

What happens when Timesheets are disabled?

Timesheets can be completely turned off in Vertabase using the option “Use Timesheets” found here: Admin > Main Settings > Timesheets. While turned off it is not possible to submit time with effective work dates for that same time period (i.e. the period of time in which the timesheets were turned off). For example, if the Timesheets were turned off this week, then turned on next week, later on you would not be able to submit timesheet entries for hours worked this week.

If you prefer to suspend timesheet use rather than shut it off completely, you could leave timesheets turned on using the Admin > Main Settings page and simply disable access to timesheets by adjusting your access levels. For each access level (except Admin) you should disable the options: “Add Timesheets to assigned projects” and “Add Timesheets to other company projects”. Once you are ready to have your users use timesheets again, simply re-enable these options.

Adding Timesheets to a Project (but not a specific Task)

This video covers how to add timesheets to a project (but not a specific task).

• See video Adding Timesheets to a Project (but not a specific Task) [1 min, 35 sec]
• Read How To Add Timesheets to Projects

Managing Timesheets

This video covers how to manage the timesheets of any Vertabase user. It shows how to add, edit and delete timesheets, and complete timesheet periods.

See video [3 min, 5 sec]

Editing and Deleting Timesheets

This video covers how to edit and delete timesheets.

See video [1 min, 32 sec]

Adding Timesheets Using Daily Task List

This video covers how to add Timesheets to tasks using the Daily Task List page.

• See video See video [2 min, 14 sec]
• Read How To Add Timesheets Using the Daily Task List

Adding Timesheets to Unassigned Projects or Tasks

This video covers how to add timesheets to unassigned projects or tasks.

• See video Adding Timesheets to Unassigned Projects or Tasks [3 min]
• Read How To Add Timesheets to Unassigned Projects or Tasks

Adding Timesheets to Assigned Tasks

This video covers how to add timesheets to tasks.

• See video Adding Timesheets to Assigned Tasks [2 min, 50 sec]
• Read How To Add Timesheets to Assigned Tasks

Introduction to Using Timesheets

This video introduces topics related to Timesheets. It also covers how to add timesheets.

See video [2 min, 48 sec]

Time Usage Report

This video covers how to create Time Usage Reports.

See video [2 min, 53 sec]