Marathon Documentation - New pages [en]

Daily work/sv

2026-02-09T09:25:09Z

TR: Created page with "Category:GEN-DAI-SV Category:General Category:Manuals"

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= Lathund dagligt arbete=
== Bokföring ==

=== Ekonomi | Bokföring ===
* Registrera verifikationer i Ekonomi | Verifikationer.

* Även kundinbetalningar och bokföring av utbetalda leverantörsfakturor bokförs på samma ställe. Betalda leverantörsfakturor hämtas genom att välja Hämta betalningar och ange betalningsdatum fr o m och t o m eller ange betalningsnummer

* Periodiseringar uppdateras i Ekonomi | Backoffice | Periodiseringar. Ange period och välj datum om du vill ha annat än den sista i vald period.

* Stäm av periodiseringar

* Ekonomirapporter skrivs ut i Ekonomi | Rapporter. Stjärnmarkera, som favoriter, de rapporter som används.

{{ExpandImage|GEN-DAI-SV-Bild1.png}}

* Saldofråga på konto kan göras under Ekonomi | Frågor, fliken Konto

{{ExpandImage|GEN-DAI-SV-Bild2.png}}

* Fråga på en verifikation görs i Ekonomi | Verifikationer. Här kan även manuella verifikationer
korrigeras.

{{ExpandImage|GEN-DAI-SV-Bild3.png}}

* Momsrapport skrivs ut under Ekonomi | Rapporter | Momsdeklaration. Eventuella differenser för den utgående momsen kan hittas med rapport Momsavstämning

* Periodisk sammanställning för EU-export av varor och tjänster tas ut under Ekonomi | Rapporter | EU-export varor och tjänster

== Kundreskontra ==
Vid utskrift av kundfakturor från projektredovisningen, direktfaktureringen och mediasystemet bokförs fakturorna automatiskt.

* Frågor på kund respektive faktura görs i Ekonomi | Rapporter, fliken Kundreskontra. Här finns Saldolista och Åldersanalys.

* Stäm av saldot i bokföringen på kundfordrankontot i Ekonomi | Frågor, fliken Konton mot Saldolista eller Åldersanalys.

* Påminnelser skrivs ut under Ekonomi | Kundfakturor, fliken Påminnelser. Om en eller ett par enskilda fakturor ska påminnas så kan det vara lättare att göra påminnelsen genom att i fliken Frågor markera fakturan eller fakturorna och sedan klicka på Betalningspåminnelse och skriva ut därifrån.

==Leverantörsreskontra==
* Leverantörsfakturorna skannas in, ankomstregistreras, attesteras och bokförs via Ekonomi | Leverantörsfakturor

* Frågor på leverantörsfakturor görs i Ekonomi | Frågor, fliken Leverantörsfakturor

* Stäm av saldot i bokföringen på leverantörsskuldskontot i Ekonomi | Frågor, fliken Konton mot Saldolista eller Åldersanalys.

===Betalningar===

* Gå till Ekonomi | Betalningar
* Skapa förslag
* För att redigera förslaget markera förslaget och tryck på Redigera. Där går att välja bort fakturor och även ändra belopp som ska betalas denna gång samt betalningsdatum.
* Skapa uppdrag
* Om filen skickas via betalningsprogram på banken så tryck på Skicka.
* Om filen ska betalas via Marathon börja med att sigillera filen och därefter trycka på Skicka.
* Betalningen bokförs sedan i bokföringen, se under rubriken Bokföring

== Projektredovisning ==
* Uppdatera tid, inköp- och övrigtposter under Projekt | Backoffice | Transaktioner. Under fliken Korrigera kan timmar och inköp flyttas om de blivit felregistrerade

* Fakturera i Projekt | Fakturering

* Nollfakturera i Projekt | Fakturering, fliken Nollfakturering

* Ta ut Åldersfördelad lagerlista under Projekt | Rapporter eller annan passande lagerlista ur rapportgeneratorn som underlag om lagret ska bokas om vid månadsuppföljning.

[[Category:GEN-DAI-SV]]
[[Category:General]]
[[Category:Manuals]]

Daily work/en

2026-02-09T09:10:43Z

FuzzyBot: Updating to match new version of source page

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= Quick guide on daily work=
== Accounting ==

=== Accounting | Bookkeeping ===
* Register vouchers in Accounting | Vouchers.

* Client payments and paid supplier invoices are also recorded in the same place. Paid supplier invoices are retrieved by selecting Fetch payments and entering the payment date from and to or entering the payment number.

* Periodical allocations are updated in Accounting | Backoffice | Periodical allocations. Enter period and select date if you want another date than the last in the selected period+

* Reconcile periodical allocations

* Financial reports are printed in Accounting | Reports. Mark the reports you use as favourites with a star.

{{ExpandImage|GEN-DAI-EN-Bild1.png}}

* You can check account balances in Accounting | Queries, Accounts tab.

{{ExpandImage|GEN-DAI-EN-Bild2.png}}

* Queries on vouchers are made in Accounting | Vouchers. Here you can also make manual corrections on vouchers.

{{ExpandImage|GEN-DAI-EN-Bild3.png}}

* Print VAT report in Accounting | Reports | VAT return. Possible discrepancies can be found with the report VAT reconciliation.

* Periodic summary for EU exports of goods and services is available under Accounting | Reports | EU exports of goods and services.

== Sales ledger ==
When printing client invoices from project accounting, direct invoicing, and the media system, the invoices are automatically booked.

* Queries regarding clients and invoices are Accounting | Reports, under the Sales ledger tab. Here you will find the Balance list and Age analysis.

* Compare the balance of the trade debtor’s account in the bookkeeping, Accounting | Queries, the Accounts tab, with the Balance list or the Age analysis.

* Reminders are printed under Accounting | Client invoices, Reminders tab. If one or a few individual invoices need to be reminded, it may be easier to do so by selecting the invoice or invoices in the Queries tab, then clicking on Payment reminder and printing from there.

==Purchase ledger==
* Suppliers’ invoices re scanned, preliminary entered, approves and booked in Accounting | Suppliers’ invoices.

* Queries on suppliers’ invoices are made in Accounting | Queries, Suppliers’ invoices tab.

* Compare the balance of the trade creditors account in the bookkeeping, Accounting | Queries, the Accounts tab, with the Balance list or the Age analysis.

===Payments===

* Go to Accounting | Payments
* Create a payment selection
* Press Edit to edit the selection. You can deselect invoices and change amounts to be paid and payment date.
* Create payment order
* If the file goes through a bank payment program, press Send.
* If the file goes through Marathon, sign the file and press thereafter Send.
* The payment is booked in the bookkeeping, read more under Accounting/Bookkeeping

== Project accounting ==
* Update time, purchase- and other-records in Projects | Backoffice | Transactions. In the tab Correct you can move hours and purchases if they have ben erroneously registered.

* Invoice in Projects | Invoicing

* Zero invoice in Projects | Invoicing, the Zero invoicing tab

* Print Age distributed WIP list in Projects | Reports or another suitable WIP list from the report generator for supporting document if the WIP shall be rebooked at the monthly reconciliation.

[[Category:GEN-DAI-EN]]
[[Category:General]]
[[Category:Manuals]]

Daily work

2026-02-04T08:03:15Z

TR: Marked this version for translation

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<translate>

= Quick guide on daily work= 
== Accounting ==

=== Accounting | Bookkeeping === 
* Register vouchers in Accounting | Vouchers.


* Client payments and paid supplier invoices are also recorded in the same place. Paid supplier invoices are retrieved by selecting Fetch payments and entering the payment date from and to or entering the payment number.


* Periodical allocations are updated in Accounting | Backoffice | Periodical allocations. Enter period and select date if you want another date than the last in the selected period+


* Reconcile periodical allocations


* Financial reports are printed in Accounting | Reports. Mark the reports you use as favourites with a star.


{{ExpandImage|GEN-DAI-EN-Bild1.png}}


* You can check account balances in Accounting | Queries, Accounts tab.


{{ExpandImage|GEN-DAI-EN-Bild2.png}}

* Queries on vouchers are made in Accounting | Vouchers. Here you can also make manual corrections on vouchers.


{{ExpandImage|GEN-DAI-EN-Bild3.png}}


* Print VAT report in Accounting | Reports | VAT return. Possible discrepancies can be found with the report VAT reconciliation.


* Periodic summary for EU exports of goods and services is available under Accounting | Reports | EU exports of goods and services.

== Sales ledger == 
When printing client invoices from project accounting, direct invoicing, and the media system, the invoices are automatically booked.


* Queries regarding clients and invoices are Accounting | Reports, under the Sales ledger tab. Here you will find the Balance list and Age analysis.


* Compare the balance of the trade debtor’s account in the bookkeeping, Accounting | Queries, the Accounts tab, with the Balance list or the Age analysis.


* Reminders are printed under Accounting | Client invoices, Reminders tab. If one or a few individual invoices need to be reminded, it may be easier to do so by selecting the invoice or invoices in the Queries tab, then clicking on Payment reminder and printing from there.

==Purchase ledger== 
* Suppliers’ invoices re scanned, preliminary entered, approves and booked in Accounting | Suppliers’ invoices.


* Queries on suppliers’ invoices are made in Accounting | Queries, Suppliers’ invoices tab.


* Compare the balance of the trade creditors account in the bookkeeping, Accounting | Queries, the Accounts tab, with the Balance list or the Age analysis.

===Payments=== 


* Go to Accounting | Payments
* Create a payment selection
* Press Edit to edit the selection. You can deselect invoices and change amounts to be paid and payment date.
* Create payment order
* If the file goes through a bank payment program, press Send.
* If the file goes through Marathon, sign the file and press thereafter Send.
* The payment is booked in the bookkeeping, read more under Accounting/Bookkeeping

== Project accounting == 
* Update time, purchase- and other-records in Projects | Backoffice | Transactions. In the tab Correct you can move hours and purchases if they have ben erroneously registered.


* Invoice in Projects | Invoicing


* Zero invoice in Projects | Invoicing, the Zero invoicing tab


* Print Age distributed WIP list in Projects | Reports or another suitable WIP list from the report generator for supporting document if the WIP shall be rebooked at the monthly reconciliation.


[[Category:GEN-DAI-EN]]
[[Category:General]]
[[Category:Manuals]]

</translate>

Time reporting/sv

2026-01-30T10:08:47Z

TR: Created page with "Category:PRO-TID-SV Category:Projects Category:Manuals"

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== Tidrapportering ==

Tidrapporter skrivs i Projekt: Tidrapportering

{{ExpandImage|PRO-TID-SV-Bild1.png}}

I Almanackan visas månadens kalender. Alla medarbetare är kopplade till en almanacka som visar rapporteringskravet längst ned i bild. Med utgångspunkt från rapporteringskravet en viss dag och den hittills rapporterade tiden, används olika färgkoder för att visa om kravet är uppfyllt eller inte.

{|class=mandeflist
!|Grön bock
|Betyder att dagen är färdigrapporterad. Dagar utan rapporteringskrav, exempelvis helgdagar, är redan från början grönmarkerade.
|-
!Röd cirkel
|Betyder att dagen inte uppfyller det rapporteringskrav som har satts.
|-
!Orange utropstecken
|Betyder att dagen är markerad som stoppad. När dagen är stoppad kan den inte läsas in till ekonomisystemet.
|-
!Svart-vitt
|Betyder att dagen ännu inte har inträffat.
|}
Om tid har rapporterats på en dag så illustreras det genom strecket under datumet. Genom att klicka på dagen visas i det högra fönstret en sammanställning av den rapporterade tiden den dagen.

I fönstret längst ner visas en sammanställning över hur många timmar som är rapporterade den dagen, rapporterad tid dittills under månaden och totalt rapporterad tid för månaden.

Komptid kan ställas in på medarbetaren (Projekt | Backoffice | Basregister | Medarbetare) och saldot visas ackumulerat bredvid rapporterat och krav.

Klicka på pilarna som omger månaden för att växla mellan månaderna.
Öppna en dag för att rapportera tid antingen genom att dubbelklicka på dagen eller markera dagen och klicka på Öppna

Snabbsök i Tidrapporteringen aktiveras genom att klicka med höger musknapp inne i dagrapporten, då visas ett pop-upfönster och snabbsök kan slås på.

{{ExpandImage|PRO-TID-SV-Bild2.png}}

{|class=mandeflist
!Projekt
|Projektet kan antingen skrivas in direkt eller hämtas med söklistan till höger i fältet.
|-
!End egna
|Kryssa i End egna för att endast visa de projekt där du är kundansvarig, projektledare, produktionsledare eller ingår som medlem i projektets team.Kryssa i End egna för att endast visa de projekt där du är kundansvarig, projektledare, produktionsledare eller ingår som medlem i projektets team.
|-
!Grupp
|Projekt tillhörande vald grupp visas.
|-
!Senaste
|De senaste projekten som man använt i tidrapporteringen visas. Antal senaste ställs in i inställningar genom att klicka på användarikonen längst ner till vänster i Marathon.
|-
!Projektsortering master
|Masterprojekt visas överst med underliggande projekt kopplade till masterprojekten under..
|-
!Kod
|Arbetskoden kan antingen skrivas in direkt eller hämtas från söklistan.
|-
!Timmar
|1 innebär en timme och 0,5 en halvtimme. Mindre än en kvart, dvs. 0,25 rekommenderas inte att fylla i.
|-
!Kommentar
|I kommentarsfältet finns möjlighet att skriva en kommentar på 1000 tecken. Kommentaren syns på projektet i Kund och projekt, vissa listor och kan skrivas ut i rapporter.
|-
!Övrigt
|Övrigtkoden kan antingen skrivas in direkt eller hämtas från söklistan.
|-
!Antal
|Antalet av övrigtkoden
|-
!Slutförd
|Om rapporteringskravet inte uppfylls en dag klickas rutan Slutförd i. Dagen blir då grön i almanackan. Om automatisk uppdatering av tiderna används så måste slutförd kryssas i för att dagen ska uppdateras.
|-
!Stoppad
|Rutan Stoppad används om dagen inte är komplett. I och med att dagen stoppas så kan ofullständiga rader sparas tills vidare. Stoppad dag är orange i almanackan och kan inte läsas in till ekonomiavdelningen.
|-
!Ny rad
|Infogar en ny rad ovanför den rad som är markerad.
|-
!Radera rad
|Raderar den rad som är markerad
|-
!Kopiera rad
|Vid kopiering av rad, infogas en ny rad med innehållet under den som kopierades, och efterföljande rader flyttas ner ett steg.
|-
!Hämta från resursplan
|Möjlighet att hämta projekt, kommentar och timmar från resursplaneringen.
|-
!Spara mall
|En rapporterad dag kan sparas som en mall och fortsättningsvis användas vid rapportering
|-
!Hämta mall
|Den sparade mallen kan hämtas upp vid rapportering
|-
!Fyll ut med undertid
|Med hjälp av undertidsknappen kan systemet själv fylla på med s.k. undertid för att uppnå rapporteringskrav och få dagen grönmarkerad. För att det ska fungera krävs att företaget har aktiverat funktionen. Oftast rekommenderas istället att klicka i rutan Slutförd på dagen
|-
!Hämta från tidigare dag
|Det går att kopiera en hel dagrapport under knappen Hämta från, där en meny med de senaste tio dagarna finns.
|-
!Avbryt/Spara
|Dagrapporten lämnas alltid med Avbryt eller Spara.
|}

Då tidrapportens rader blivit uppdaterade av ekonomiavdelningen får de en ljusare grå färg och kan inte ändras. Det går däremot att lägga till rader i tidrapporten.

== Massinmatning ==
Om flera dagar ska ha samma information kan massinmatning användas.

{{ExpandImage|PRO-TID-SV-Bild3.png}}

Genom att klicka på dagarna blir de ljusblå vilket innebär att de är valda. Det syns även i det högra fönstret där de markerade dagarna presenteras. (Med pilarna ovanför kalendern kan tider i andra månader också markeras.)

När de dagar som ska rapporteras är markerade fylls projekt, arbetskod, timmar och eventuell kommentar i.

Genom att kryssa i rutan Fyll ut fyller systemet ut de markerade dagarna med tid så att rapporteringskravet uppfylls. Avsluta med Spara.

== Avprickning ==
Under Avprickning ges en överblick över vilka som har tidrapporterat eller inte. (Samma lista finns även under Projekt | Rapporter). Beroende på behörighet kan även andra medarbetares tidrapporter öppnas. Dagar som är gröna är färdigrapporterade, gula är stoppade (kan då inte läsas in till ekonomisystemet) och röda är inte färdigrapporterade. Framtida dagar är gröna. Listan kan visa en grupp, personalkategori eller alla som rapporterat tid.

{{ExpandImage|PRO-TID-SV-Bild4.png}}

== Projektbudget ==
Om projektbudget läggs per medarbetare syns de budgeterade timmarna under Projektbudget.

{{ExpandImage|PRO-TID-SV-Bild5.png}}

Projektbudget visar alla poster där medarbetaren budgeterats. Varje kombination av projekt och arbetskod framgår som en egen rad i listan tillsammans med en eventuell beskrivning. Därefter framgår hur många timmar som har blivit budgeterade samt hur många timmar som registrerats. Beroende på hur noggrant budgeten har formulerats visas start- och slutdatum. I tabellen finns det även ruta per rad för att klarmarkera, och en selektering som visar/döljer klarmarkerade poster.

{|class=mandeflist
!Normal
|Start- och Slutdatum anges i formatet som indikeras i datumfältet.
|-
!Relativ
|Start- och Slutdatum anges med det relativa antalet dagar till dess att startdatumet infaller. Detta innebär att om ett projekt som ska starta den 25:e april och dagens datum är den 15:e april kommer det anges ”10” i fältet för startdatum på det aktuella projektet. På det här sättet blir det tydligt vilka projekt som bör prioriteras.s should be prioritised.
|}

== Medarbetarbudget ==
I Medarbetarbudget visas budgeten som är inlagd av ekonomipersonal.

Listan visar budgeterade timmar, utfall timmar och differensen mellan dem. Även budgeterat belopp, utfall belopp, utfall justerat, utfall netto och differens visas.

== Resursplanering ==
I resursplanering visas vad som planerats för veckan av administratör eller ekonomipersonal. (Registreras i Projekt | Projekt, fliken Resursplanering)

{{ExpandImage|PRO-TID-SV-Bild6.png}}

Här finns möjlighet att jämföra den planerade tiden på projekt med den rapporterade, vecka för vecka.

== Kund/Projekt ==
Under flikarna Kund respektive Projekt visas tidrapporten månadsvis per projekt. I bildens vänstra halva syns projekten, de timmar som har rapporterats kodvis, summan för varje projekt för sig, och rapporterad frånvaro. Längst ner anges hela månadens totala rapporterade tid.
Om en rad markerats visas detaljerade uppgifter om rapporteringen till höger i bild. Här syns också kommentarerna från dagrapporten.

Om en rad markerats visas detaljerade uppgifter om rapporteringen till höger i bild. Här syns också kommentarerna från dagrapporten.

== Daglista ==
I Daglista visas den rapporterade tiden per dag för en viss månad. För varje dag syns vilka projekt, koder och timmar som har rapporterats tid på, det upparbetade värdet av den rapporterade tiden och eventuell kommentar. Efter varje dag summeras det totala antalet timmar för dagen och längst ner på daglistan syns det totala antalet timmar och belopp för hela månaden.

{{ExpandImage|PRO-TID-SV-Bild7.png}}

== Veckoöversikt ==
I Veckoöversikt visas rapporterad tid under en vecka. Klicka på pilarna som omger veckonumret för att bläddra framåt eller bakåt i tiden. I veckorapporten syns projektet, kod och antalet timmar som är rapporterat på respektive projekt. Kolumnen Totalt längst till höger visar det totala antalet rapporterade timmar på varje projekt under den valda veckan.

== Byt medarbetare ==
Under Byt medarbetare kan en annan medarbetares tidrapport öppnas (behörighetsstyrt).

[[Category:PRO-TID-SV]]
[[Category:Projects]]
[[Category:Manuals]]

Time reporting/en

2026-01-30T09:40:46Z

FuzzyBot: Updating to match new version of source page

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=Time reporting=

Time reports are written in Project | Time reporting

{{ExpandImage|PRO-TID-EN-Bild1.png}}

The Calendar shows the calendar for the month. All employees are linked to a calendar that shows the reporting requirement at the bottom of the screen. Based on the reporting requirement for a specific day and the time reported so far, different colour codes are used to show whether the requirement has been met or not.

{|class=mandeflist
!Green check
|Means that the day has been fully reported. Days without reporting requirements, such as weekends or public holidays, are marked green from the outset.
|-
!Red circle
|Means that the day does not meet the reporting requirements that have been set.
|-
!Orange exclamation mark
|Means that the day is marked as Not ready. Not ready days are not updated to the accounting system.
|-
!Black-White
|Means that the day is a future day.
|}
If time has been reported for a particular day, this is indicated by a line under the date. Clicking on the day displays a summary of the reported time for that day in the right-hand window.

The window at the bottom shows a summary of how many hours have been reported for that day, the reported time so far during the month, and the total reported time for the month.

Comp time can be set on the employee (System| Projects | Backoffice | Base registers | Employees) and the balance will be displayed next to what has been reported and the requirements.

Browse between months with the arrow surrounding the month’s name.
Open a day to report time either by double-clicking on the day or selecting the day and clicking Open

Quick search in Time reporting is activated by right-clicking inside the daily report, which brings up a pop-up window where quick search can be turned on.

{{ExpandImage|PRO-TID-EN-Bild2.png}}

{|class=mandeflist
!Project
|You can either write the project in the field or use the search list function to the right in the field.
|-
!Only own
|Tick Only own to only display projects where you are the account manager, project manager, production manager or a member of the project team.
|-
!Group
|Projects belonging to the selected group are displayed.
|-
!Latest
|The most recent projects used in Time Reporting are displayed. The number of most recent projects is set in Settings by clicking on the user icon at the bottom left of Marathon.
|-
!Sort by Master
|Master projects are displayed at the top with underlying projects linked to the master projects below.
|-
!Code
|The work code can either be entered directly or retrieved from the search list.
|-
!Hours
|1 means one hour and 0.5 means half an hour. Less than a quarter of an hour, i.e. 0.25, is not recommended to be entered.
|-
!Comment
|In the comments field, you can write a comment of up to 1,000 characters. The comment is visible on the project in Clients and Projects, certain lists, and can be printed in reports.
|-
!Other
|The other code can either be entered directly or retrieved from the search list.
|-
!Quant.
|Quantity of the other code item
|-
!Completed
|If the reporting requirement is not met on a given day, click the Completed box. The day will then turn green in the calendar. If automatic updating of times is used, Completed must be checked in order for the day to be updated.
|-
!Not ready
|The Not ready box is used if the day is not complete. When the day is stopped, incomplete rows can be saved until further notice. Not ready days are orange in the calendar and cannot be imported into the accounting department.
|-
!New row
|Inserts a new row above the row that is selected.
|-
!Delete row
|Deletes the selected row
|-
!Copy row
|When copying a row, a new row is inserted with the contents below the one that was copied, and subsequent rows are moved down one step.
|-
!Import from resource planning
|Possibility to retrieve projects, comments and hours from resource planning.
|-
!Save template
|A reported day can be saved as a template and used for future reporting.
|-
!Import template
|The saved template can be retrieved when reporting.
|-
!Fill up with absence
|Using this button, the system can automatically add absence time to meet reporting requirements and mark the day as green. For this to work, the company must have activated the function. It is usually recommended to click the Completed box on the day instead.
|-
!Fetch from earlier day
|You can copy an entire daily report using this button, which opens a menu showing the last ten days.
|-
!Cancel/Save
|The daily report is always submitted using Cancel or Save
|}

Once the time report rows have been updated by the finance department, they turn a lighter grey colour and cannot be changed. However, it is possible to add rows to the time report.

== Multiple days ==
If several days are to have the same information, you can use the Multiple days instead.

{{ExpandImage|PRO-TID-EN-Bild3.png}}

Clicking on the days turns them light blue, which means they are selected. This is also visible in the right-hand window, where the selected days are displayed. (The arrows above the calendar can also be used to select times in other months.)

Once the days to be reported have been selected, fill in the project, work code, hours and any comments.

By ticking the Fill box, the system fills in the selected days with time so that the reporting requirement is met. Finish by clicking Save.

== Reconciliation ==
Under Reconciliation, you can see an overview of who has reported their time and who has not. (The same list is also available under Project | Reports). Depending on your authorisation, you may also be able to open other employees' time reports. Days that are green have been fully reported, yellow days have been marked as Not ready (and cannot be imported into the financial system), and red days have not been fully reported. Future days are green. The list can show a group, staff category or everyone who has reported time.

{{ExpandImage|PRO-TID-EN-Bild4.png}}

== Project estimate ==
If the project estimate is allocated per employee, the estimated hours are shown under Project Estimate.

{{ExpandImage|PRO-TID-EN-Bild5.png}}

The project estimate shows all items for which the employee has been estimated. Each combination of project and work code appears as a separate row in the list, together with a description if applicable. The number of hours that have been estimated and the number of hours that have been registered are then shown. Depending on how accurately the cost estimate has been formulated, the start and end dates are displayed. The table also has a box per row for checking off records, and a selection that shows/hides checked records

{|class=mandeflist
!Normal
|Start and end dates are filled in according to the indication in the date field.
|-
!Relative
|The start and end dates are specified by the relative number of days until the start date. This means that if you have a project that is scheduled to start on April 25th and today's date is April 15th, ‘10’ will be entered in the start date field for the project in question. This makes it clear which projects should be prioritised.
|}

== Employee estimate ==
The Employee estimate shows the cost estimate entered by the accounting department.

The list shows estimated hours, actual hours and the difference between them. The budgeted amount, actual amount, adjusted actual amount, net actual amount and difference are also shown.

== Resource planning ==
Resource planning shows what has been planned for the week by the administrator or finance staff. (Registered in Project | Project, tab Resource planning)

{{ExpandImage|PRO-TID-EN-Bild6.png}}

Here you can compare the planned time for projects with the reported time, week by week.

== Client/Project ==
The Client and Project tabs show the time report on a monthly basis per project. The left half of the image shows the projects, the hours reported by code, the total for each project separately, and reported absences. The total reported time for the entire month is shown at the bottom.

If a row is selected, detailed information about the report is shown on the right side of the image. Comments from the day list are also shown here

== Day list ==
The day list shows the reported time per day for a specific month. For each day, you can see which projects, codes and hours have been reported, the accrued value of the reported time and any comments. After each day, the total number of hours for the day is summarised and at the bottom of the daily list you can see the total number of hours and amount for the entire month.

{{ExpandImage|PRO-TID-EN-Bild7.png}}

== Week summary ==
The week summary shows the time reported during a week. Click on the arrows surrounding the week number to scroll forwards or backwards in time. The week summary shows the project, code and number of hours reported for each project. The Total column on the far right shows the total number of hours reported for each project during the selected week.

== Change employee ==
Under Change employee, another employee's time report can be opened (authorisation required).

[[Category:PRO-TID-EN]]
[[Category:Projects]]
[[Category:Manuals]]

Time reporting

2026-01-30T07:42:46Z

TR: Marked this version for translation

<htmltag tagname="style">p a.image{border:1px rgb(0,0,0) solid;box-sizing:content-box;}</htmltag>

<translate>

=Time reporting= 


Time reports are written in Project | Time reporting


{{ExpandImage|PRO-TID-EN-Bild1.png}}


The Calendar shows the calendar for the month. All employees are linked to a calendar that shows the reporting requirement at the bottom of the screen. Based on the reporting requirement for a specific day and the time reported so far, different colour codes are used to show whether the requirement has been met or not.


{|class=mandeflist
!Green check
|Means that the day has been fully reported. Days without reporting requirements, such as weekends or public holidays, are marked green from the outset.
|-
!Red circle
|Means that the day does not meet the reporting requirements that have been set.
|-
!Orange exclamation mark
|Means that the day is marked as Not ready. Not ready days are not updated to the accounting system.
|-
!Black-White
|Means that the day is a future day.
|}
If time has been reported for a particular day, this is indicated by a line under the date. Clicking on the day displays a summary of the reported time for that day in the right-hand window.


The window at the bottom shows a summary of how many hours have been reported for that day, the reported time so far during the month, and the total reported time for the month.


Comp time can be set on the employee (System| Projects | Backoffice | Base registers | Employees) and the balance will be displayed next to what has been reported and the requirements.


Browse between months with the arrow surrounding the month’s name.
Open a day to report time either by double-clicking on the day or selecting the day and clicking Open


Quick search in Time reporting is activated by right-clicking inside the daily report, which brings up a pop-up window where quick search can be turned on.


{{ExpandImage|PRO-TID-EN-Bild2.png}}


{|class=mandeflist
!Project
|You can either write the project in the field or use the search list function to the right in the field.
|-
!Only own
|Tick Only own to only display projects where you are the account manager, project manager, production manager or a member of the project team.
|-
!Group
|Projects belonging to the selected group are displayed.
|-
!Latest
|The most recent projects used in Time Reporting are displayed. The number of most recent projects is set in Settings by clicking on the user icon at the bottom left of Marathon.
|-
!Sort by Master
|Master projects are displayed at the top with underlying projects linked to the master projects below.
|-
!Code
|The work code can either be entered directly or retrieved from the search list.
|-
!Hours
|1 means one hour and 0.5 means half an hour. Less than a quarter of an hour, i.e. 0.25, is not recommended to be entered.
|-
!Comment
|In the comments field, you can write a comment of up to 1,000 characters. The comment is visible on the project in Clients and Projects, certain lists, and can be printed in reports.
|-
!Other
|The other code can either be entered directly or retrieved from the search list.
|-
!Quant.
|Quantity of the other code item
|-
!Completed
|If the reporting requirement is not met on a given day, click the Completed box. The day will then turn green in the calendar. If automatic updating of times is used, Completed must be checked in order for the day to be updated.
|-
!Not ready
|The Not ready box is used if the day is not complete. When the day is stopped, incomplete rows can be saved until further notice. Not ready days are orange in the calendar and cannot be imported into the accounting department.
|-
!New row
|Inserts a new row above the row that is selected.
|-
!Delete row
|Deletes the selected row
|-
!Copy row
|When copying a row, a new row is inserted with the contents below the one that was copied, and subsequent rows are moved down one step.
|-
!Import from resource planning
|Possibility to retrieve projects, comments and hours from resource planning.
|-
!Save template
|A reported day can be saved as a template and used for future reporting.
|-
!Import template
|The saved template can be retrieved when reporting.
|-
!Fill up with absence
|Using this button, the system can automatically add absence time to meet reporting requirements and mark the day as green. For this to work, the company must have activated the function. It is usually recommended to click the Completed box on the day instead.
|-
!Fetch from earlier day
|You can copy an entire daily report using this button, which opens a menu showing the last ten days.
|-
!Cancel/Save
|The daily report is always submitted using Cancel or Save
|}


Once the time report rows have been updated by the finance department, they turn a lighter grey colour and cannot be changed. However, it is possible to add rows to the time report.

== Multiple days == 
If several days are to have the same information, you can use the Multiple days instead.


{{ExpandImage|PRO-TID-EN-Bild3.png}}


Clicking on the days turns them light blue, which means they are selected. This is also visible in the right-hand window, where the selected days are displayed. (The arrows above the calendar can also be used to select times in other months.)


Once the days to be reported have been selected, fill in the project, work code, hours and any comments.


By ticking the Fill box, the system fills in the selected days with time so that the reporting requirement is met. Finish by clicking Save.

== Reconciliation == 
Under Reconciliation, you can see an overview of who has reported their time and who has not. (The same list is also available under Project | Reports). Depending on your authorisation, you may also be able to open other employees' time reports. Days that are green have been fully reported, yellow days have been marked as Not ready (and cannot be imported into the financial system), and red days have not been fully reported. Future days are green. The list can show a group, staff category or everyone who has reported time.

{{ExpandImage|PRO-TID-EN-Bild4.png}}

== Project estimate == 
If the project estimate is allocated per employee, the estimated hours are shown under Project Estimate.


{{ExpandImage|PRO-TID-EN-Bild5.png}}

The project estimate shows all items for which the employee has been estimated. Each combination of project and work code appears as a separate row in the list, together with a description if applicable. The number of hours that have been estimated and the number of hours that have been registered are then shown. Depending on how accurately the cost estimate has been formulated, the start and end dates are displayed. The table also has a box per row for checking off records, and a selection that shows/hides checked records


{|class=mandeflist
!Normal
|Start and end dates are filled in according to the indication in the date field.
|-
!Relative
|The start and end dates are specified by the relative number of days until the start date. This means that if you have a project that is scheduled to start on April 25th and today's date is April 15th, ‘10’ will be entered in the start date field for the project in question. This makes it clear which projects should be prioritised.
|}

== Employee estimate == 
The Employee estimate shows the cost estimate entered by the accounting department.


The list shows estimated hours, actual hours and the difference between them. The budgeted amount, actual amount, adjusted actual amount, net actual amount and difference are also shown.

== Resource planning == 
Resource planning shows what has been planned for the week by the administrator or finance staff. (Registered in Project | Project, tab Resource planning)


{{ExpandImage|PRO-TID-EN-Bild6.png}}

Here you can compare the planned time for projects with the reported time, week by week.

== Client/Project == 
The Client and Project tabs show the time report on a monthly basis per project. The left half of the image shows the projects, the hours reported by code, the total for each project separately, and reported absences. The total reported time for the entire month is shown at the bottom.


If a row is selected, detailed information about the report is shown on the right side of the image. Comments from the day list are also shown here

== Day list == 
The day list shows the reported time per day for a specific month. For each day, you can see which projects, codes and hours have been reported, the accrued value of the reported time and any comments. After each day, the total number of hours for the day is summarised and at the bottom of the daily list you can see the total number of hours and amount for the entire month.

{{ExpandImage|PRO-TID-EN-Bild7.png}}

== Week summary == 
The week summary shows the time reported during a week. Click on the arrows surrounding the week number to scroll forwards or backwards in time. The week summary shows the project, code and number of hours reported for each project. The Total column on the far right shows the total number of hours reported for each project during the selected week.

== Change employee == 
Under Change employee, another employee's time report can be opened (authorisation required).


[[Category:PRO-TID-EN]]
[[Category:Projects]]
[[Category:Manuals]]
</translate>