Managing timesheets

Project time management involves overseeing and recording the time allocated to a particular project. Timesheets are crucial for industries like professional services, aiding in monitoring billable and non-billable hours invested by team members across assigned projects.

Let us take a look at how you can manage your timesheets - 

The Project Time (1) widget on the Dashboard lets you add time entries. Click on Add Time Entry (2) which will take you to the Timesheet window. You can also navigate to the Timesheet window by clicking on Me from the left pane and selecting the Timesheets tab.

The section Timesheet contains All timesheets, Past due, Rejected Timesheets, Project Time, Time Summary, and My tasks.

All Timesheets

Under All Timesheets, click on the calendar (1) icon, next to the arrow signs. You will now see a calendar pop-up (2) where you can select the date range of your timesheets.

Under Comment Summary, you can see the timesheet for whatever date range you select.

If you want to add a new timesheet, choose the date range first. Then, click on + Add task (3) and choose from Projects (4) and Phase/Tasks (4). If you want to support your timesheet with any files, click Attach file (5). You can now choose to Save (6) the timesheet so that you can update it later before submitting it. Otherwise, click Submit (7).

Past Due

Under Past due, choose your date range by clicking on the arrow signs (1). Now you can see all the timesheets (2) that were to be submitted in the past. You can click on any of the projects (3) to find task details. 

On the Task details window, you can write your comment (4) and/or attach (5) any supporting files.

Rejected Timesheets

Under this tab, choose the date range by clicking on the arrow signs (1). Now you can find all rejected timesheets (2) listed down. Click on a project (3) to find more details and to add any comments or files.

Once a project is clicked on, the Task details window will pop up. Here, you can write your comment (4) and/or attach (5) any files.

Project Time

The Project time tab allows you to find the total time spent on individual projects/tasks. 

Use the search bar (1) to find out the project or choose from the ones listed. If you click on the calendar icon (3), you can choose a date range from the options (3) as well. Once you have chosen the project, you can find the total duration, billable/unbillable duration (4) etc.

Time Summary

This tab provides you a consolidated time summary of all the projects you have done so far. Here, you can find date range-wise billable and non-billable hours.

My Tasks

Here, you get a summarized view of all your tasks. You can use the search bar (1) to choose any specific task. Click on a task (2) to find more details and to add any comments or files.

Once a task is clicked on, the Task details window will pop up. Here, you can write your comment (3) and/or attach (4) any files.

It is hoped that you found this document helpful. In case of any more queries, refer to the other articles or contact our product experts.