How to use Drum’s timesheet
In this tutorial, you’ll learn how to use Drum’s timesheet to allocate time to projects. You’ll also see how Drum structures projects for the sake of tracking time.
Step 1 - Accessing the Timesheet
Access the timesheet by clicking on the “Time” option in the top navigation bar.
💡 If you have permission to access to other staff’s timesheets, you will have to click the Time option, and then Personal.
💡You may see different options in the top navigation depending on your permissions!
This will take you to your personal Drum timesheet, the primary place that you’ll be entering and managing your time in Drum.
You’ll see the current week, broken into days, from Sunday through to Saturday, along with a sum of total hours entered for each day column.
To left of each weekday’s name, you’ll also see a week summary to make it easy for you to view how much time has been entered for each week.
Step 2 - Add a task to your timesheet
Let’s manually add a project task to your timesheet so that you can allocate time to that task.
First, either click on the “Search by project” field that is within the floating menu at the bottom of the timesheet screen or press “ctrl-k” on your keyboard (cmd-k for Mac) to focus on that field.
Now search by typing in the project name or project number of a project that you have access to in your Drum.
💡 Access to projects for time-tracking purposes is limited by your user permissions. If you cannot find a project that you should have access to, please ensure that you have correct permissions and are assigned to the project or task if required.
Once you’ve found the project that you would like to allocate time to, either click on the project name or use your keyboard’s up and down arrows to focus on the project that you’d like to add time to and press the “Enter” or “Return” key.
Once you have selected the project, you will see that project’s task list appear above the “Select a task” field in the floating menu with all of the tasks that you have permission to add time to.
Either type to search for the task that you’d like to allocate time to or simply scroll up or down to find the appropriate task.
Click on the task that you’d like to allocate time to.
The project task will now appear as a row on your timesheet and the task menu will close.
You can click on the “Select a task” field to add another task from that same project to your timesheet, but a task will only ever be shown as a single row on your timesheet.
Step 3 - Add time to a task
To allocate time to a task that is shown on your timesheet, you can click on the cell for the day/task that you’d like to allocate time to.
When your cursor is hovered over the cell, you will see “Add Time” text appear which you can then click on.
Upon clicking, a pop-up form appears that allows you to enter the time duration and description for the task on that day.
The duration is in an hour:minute format. e.g to add 90 minutes of time to a task you should enter 1:30, rather than 00:90 or 1.5 into the “Duration field”.
Enter a time duration and description before clicking on the “Save Time” button.
💡 Depending on your roles in Drum, you may see an option to change your billable role for a time entry. By default, Drum will select your “Default” role for all new entries.
Upon saving, Drum will save the time against the applicable task row and also sum the daily and weekly totals as appropriate.
You can add additional time for tasks by repeating the steps above. Clicking on a day cell for a task row will always add new time to that task for the chosen day.
Step 4 - Update a time entry
To edit existing time entries against a task, toggle open that task’s entries by clicking on the chevron to the left of the task name.
Once open, you can edit or delete any time entries aggainst the chosen task for the week that you’re currently viewing.
Each time entry appears as a separate row below the task.
Click on the previously entered time entry description to update the description.
You can also click on the time cell for a time entry to update the details for the entry, including the duration, description or billable role (if applicable).
You can toggle closed an opened task by clicking on the blue chevron icon to the left of the task name again.
💡Can’t toggle open a task? That simply means that you don’t have any existing time entries against that task for the week that you’re currently looking at on your Drum timesheet.
Step 5 - Remove a time entry
With a task row toggled open, you’ll see a trash can icon to the right of the time entry’s description.
Click on the trash can icon and confirm deletion in the window that appears to remove the entry from your timesheet.
Please note that time entry deletion is permanent and cannot be undone.
Step 6 - Pin a task to your timesheet
If you’re working on the same project tasks week after week, you can “pin” them to your personal timesheet.
Once you’ve added a task to your timesheet by following the steps above, you can pin a task by clicking on the pin icon to the left of the blue “toggle” button for each task.
Pinned tasks will appear on all future and past week timesheet views allowing for easier time entry.
You can un-pin a task by clicking on the pin icon.
A blue pin icon indicates that the associated task has been successfully pinned.
Step 7 - Adding time to non-project concepts
To allocate time to non-project work, such as leave or business overheads, you can toggle open the respective tables that appear below the “Tasks” table on your timesheet.
💡Can’t see a "Business Overheads" table? This means that your Drum account doesn’t currently have any business overheads that allow time entry.
Time entry against leave or business overheads works exactly the same as for tasks, where clicking on the day cell for a leave type or business overhead will add a new entry.
You can edit or delete existing entries by toggling open the appropriate leave type or business overhead and managing each time entry separately.
Step 8 - Searching your timesheet
You can search your timesheet by either clicking on the search field that appears above the tasks table or pressing ctrl-f on your keyboard (cmd-f for Mac).
Simply type what you’d like to search for and Drum will load all tasks and time entries that match the search term in the:
Project name
Task name
Deliverable name
Time entry description.
While searching, Drum will only show the totals (per task, per day and per week) for the values that match the chosen search terms.
You can view all time entries for the chosen week again by clearing the text in the search field.
Step 9 - Timesheet navigation
By default, navigating to the timesheet in Drum will always show the current week. To view previous or future weeks, click on the “Previous Week” or “Next Week” links above the search field that we used in Step 8.
You can always see the week that you’re viewing on the title of the timesheet.
Step 10 - Timesheet statuses
Drum manages timesheet with statuses. You can change the status of any week’s timesheet by clicking on the status dropdown field at the top-right of each week.
The statuses that you see will depend on your permissions, but possible timesheet statuses are:
Draft (the default status).
Finalised
Approved
Once you have entered time on a weekly timesheet and it’s ready for approval, you can change the status from “Draft” to “Finalised”.
A manager or team leader with appropriate permissions will then be able to approve the timesheet.
Timesheet editing is limited once a timesheet’s status has been changed to Finalised or Approved.
Drum Timesheets
In this tutorial, you:
Added a task to your timesheet by searching for the project and selecting the task
Allocated time to the time
Updated the values of the entered time by toggling open a task and viewing the entries within
Searched your timesheet
Navigated back and forth between weeks
Updated your timesheet status
If you ever have any questions about Drum’s timesheet or any other features, please contact the Drum team via live chat this is available on all of Drum’s pages in the bottom-right corner.