Logging Time
Recording your hours accurately ensures proper project tracking and client billing.
Creating a Time Entry
- Go to the Timesheets dashboard.
- Click Create New Timesheet in the header.
- A modal dialog opens with the following fields:
| Field | Required | Description |
|---|---|---|
| Type | Yes | Select Desk Time or Travel Time. A help message notes that travel time is controlled by travel requests. |
| Person | Yes | The user logging the hours (defaults to the current user). |
| Date | Yes | The calendar day the work was performed. |
| Hours | Yes | Duration of work using a time picker (format HH:mm). |
| Related Project | Yes | The project this work belongs to. |
| Budget | No | Select a budget linked to the chosen project. |
| Budget Item | No | Select a specific budget item within the chosen budget. |
| Category | Yes | The nature of the work. You can create, edit, and delete categories directly from the dropdown. |
| Billable | No | Toggle to mark these hours as billable. |
| Description | Yes | A specific summary of your activities. |
| Applied Dayrate | Yes | A dropdown of project-specific day rates, filtered by the selected type (Desk Time or Travel Time). Disabled until a Related Project is selected. |
| Fee | Auto | Automatically calculated as a proportion of an 8-hour workday based on Hours and Applied Dayrate. This field is read-only. |
| Upload Attachment | No | Attach files to the entry. Supports multiple files. |
- Click Save.
tip
Automatic Fee Calculation: The Fee is calculated as a proportion of an 8-hour workday. For example, if your dayrate is $800 and you log 4 hours, the fee will be $400.
Viewing and Editing Entries
All recorded entries appear in the Travel Time and Desk Time tables on your dashboard.
- To View: Click on a row to open the detail drawer, which shows full entry info, notes, and attachments.
- To Edit: Click the entry to open it. The same modal form opens in edit mode with all fields pre-populated.
- To Delete: Use the Actions column in the table row.
Important Rules
- Cascading Selections: Changing the Related Project clears the Budget and Budget Item fields. Changing the Budget clears the Budget Item field. This prevents data mismatch.
- Applied Dayrate: This is a dropdown populated with day rates configured for the selected project and filtered by the entry type. It is disabled until a Related Project is selected.
- Billability: The Billable toggle marks the entry for billing purposes.
Related:
- Timesheets Dashboard — Navigating the dashboard.
- Timesheets Overview — Module overview.