McClean Timesheets

My Dashboard

Your personal snapshot — hours, vacation, and project status.

Hours This Period

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Hours YTD

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Vacation Remaining

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Timesheet Status

Last 6 pay periods — hover for details

Project Fee Utilization

Projects you've worked on this year — current phase fee allocation consumed

Loading your projects...

Data pulls from SharePoint — demo mode shows sample figures.

Compile Reports

Select a report type and period, then download a formatted Excel file.

Submission status

Current period

📋

Payroll Report

Hours · HSV · Expenses · Submission

Pay Period

🏗️

Billing Report

Project hours + Expenses by month

Billing Month

📊

Quarterly Report

Total hours per project broken out by phase

Year

Quarter

📅

Annual Report

Full year · all projects · all phases

Year

🏛️

Project Ledger

Fee utilization by project & phase — Financials tab visible to Principal, Admin/PM, and Office Admin

Fee utilization is calculated from project fees set in Admin → Projects. Phases without a fee allocation will show "No allocation".

Year Range

Activity Log

Select a report and compile to see progress.

Downloads

Previously compiled reports this session.

No reports compiled yet.

Admin

Manage staff, roles, and project account mappings. Changes save locally.

Role Access Reference

What each role can see and compile.

Role	Payroll	Billing	Quarterly	Annual	Project Ledger	Financials $	Admin	Rate
Principal	✓	✓	✓	✓	✓	✓	✓	$500/hr
Admin/PM	✓	✓	✓	✓	✓	✓	✓	$350/hr
Office Admin	✓	✓	✓	✓	✓	✓	✓	$150/hr
Project Manager	✓	✓	✓	✓	✓	—	—	$350/hr
Office Assistant	My Dashboard only							$150/hr
Staff	My Dashboard only							$250/hr
Intern	My Dashboard only							$150/hr

Staff & Roles

Principal · Admin/PM · Office Admin = everything (compile + financials + admin) · Project Manager = all compile reports (no financials, no admin) · Staff · Intern = My Dashboard only

Name	Email	Role	Vacation	Timesheet File

Projects & Account Numbers

Maps project names to billing account #s. Active projects appear in timesheets and reports. Archived projects only appear in the Project Ledger.

Project Name	Account #	Address #	Fee Set	Status

Push Project List to Timesheets

Write the current active project list to the hidden Sheet2 in every staff workbook. The dropdown validation in all timesheet tabs pulls from there automatically.

Overwrites column B of Sheet2 in each workbook with the active project names above. All timesheet tabs pick up the change immediately via their existing dropdown validation.

Historical Staff

Former employees — not shown in active staff lists, only used for accurate cost calculation in historical Project Ledger data.

Name	Role / Title	Billing Rate

Mileage Rate

Rate per mile applied automatically to all expense mileage entries in reports.

Rate ($/mile)

PIN Management

Reset a staff member's PIN. They'll be prompted to create a new one on next login.

Name	PIN Status

Demo Mode

Launch a sandboxed session with sample data — no SharePoint writes. Use the switcher in the top right to view the app as different roles. Sign out to return to your real account.

Config Backup

Export staff and project config as JSON. Import to restore on a new browser.

Teams Reminders

The scheduler runs automatically while the app is open and sends Teams messages at the right times. Use the buttons below to trigger manually for testing or ad-hoc reminders.

Automatic triggers (when app is open):
📅 Thursday 3:00 PM — bi-weekly payroll reminder to all staff (day before period closes)
📅 Last weekday of month, 3:00 PM — month-end billing reminder to all staff
📅 Friday 10:00 AM — checks submissions and chases anyone who hasn't submitted yet

Audit Log

Record of all compiled reports — who triggered them and when.

0 entries

No reports compiled yet.