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Time Recording: Holiday balance / Balance tracker


Use this to maintain your holiday balance, or just any type of yearly balance.
The top right menu gives access to two basic functions:
(A) "Data input" to put in plus/minus balance values manually
(B) "Data import query" to import data as plus/minus balance values from your Time Recording entries
Note you can use any combination: (A) only, (B) only, (A) and (B) combined

"Year" and "Tracker"
• All data is maintained per year, as per "Year" dropdown list
• "Tracker" allows to keep up to 4 independent balance sheets; all configuration settings and data is stored per "Tracker", as per the "Tracker" dropdown list.

Balance value
The "balance value" or "value" input field can be based on either "day" or "hours". That is:
• If you want to track your balance based on "number of days", put in values like "1.0" (for full day) or "0.5" (for half day).
• Alternatively, put in values like "7.0" or "3.5" if you want to track your balance based on hours. Minutes input needs to be in decimal format (e.g. "0.5" for half an hour).
Make sure you do *not* mix these two types within the same tracker. Note however you can have multiple trackers with independent setup (e.g. one tracker for "Number of holiday days", another tracker for "Overtime hours").

(A) "Data input" to put in plus/minus balance values manually
Use "Menu/Data input" to manually put in your plus/minus balance entries.
Sample, which will show a grand total of 17 days on the main "Holiday balance" screen:
01/Jan/202020Starting balance
31/Mar/2020-5Payout
31/Aug/20202Bonus days

(B) "Data import query" to import data
"Data import query" allows to filter existing Time Recording entries within the given year (using the same query filters as on the "Reports" page) and merge these into the main "Holiday balance" screen.
Note: "Import" doesn't mean "copy data" but rather "import data view as per selection"; that is, the data filter defines which data should be selected and imported. Subsequent changes to the filter reflect the data selection changes immediately (think "dynamic data view").
See page Holiday tracking in regards to tagging holiday days.

Data import sample 1, using day based tracking:
• Assumption: you have marked all holiday days with a "Day note" that says "Holiday 1.0" (for full day) and "Holiday 0.5" (for half day)
• Use "Add new line" to create two entries on the "Data import query" screen:
- one entry with filter "Day notes = Holiday 1.0"
- one entry with filter "Day notes = Holiday 0.5"
• Set field "Value" to "1.0" and "0.5" respectively.

Data import sample 2, using hours based tracking:
• Assumption: you have a task called "Holidays" and booked work units to this task accordingly
• Use "Add new line" to create a new entry on the "Data import query" screen, and set filter "Task = Holidays".
• Change the "Group by" dropdown list to "Work unit"
• Enter your default working hours per day (e.g. "8.0") into the "Value" field. Alternatively, if you want to copy over the actual hours booked to the given work units, tap the "⋮" symbol next to "Value" and select the "{-t}" entry.

Data import sample 3 screenshots:
• Various days are marked with day notes "Vacation". Each day is counted as "minus 1".