Timesheets Overview
The Timesheets module records hours worked as Desk Time or Travel Time. It can also turn those hours into an internal cost by allocating a calculated fee to a project Budget Item.
The Key Distinction
Timesheets answers: Where should the cost of this work be recorded?
Billing answers: May that cost be charged to a customer, and how?
An allocated entry is not automatically customer-billable. The Service Revenue Budget must separately use external settlement. See Billing Overview for the complete flow.
How Timesheets Connects To Other Modules
| Module | Connection |
|---|---|
| Projects | The Project Blueprint decides whether Desk Time and Travel Time allocation is unavailable, optional, or required. |
| Budget Estimator | An allocated fee is recorded against one Budget Item and contributes to its Actual Cost Ledger. |
| Trips | A trip can supply Travel Time and service-fee information for related projects. |
| Billing | Eligible actual costs on externally invoiced Service Revenue Budgets create Invoice Positions. Optional unallocated work can be selected manually. |
Dashboard At A Glance
Open Timesheets from the sidebar. The dashboard includes:
- summary cards for This Week, Total, Allocated, and Unallocated hours
- charts for hours by project and person
- filters and a month or week selector
- separate tables for Desk Time and Travel Time
- XLSX export and table grouping
- a detail drawer with source information, notes, and attachments
Select Create New Timesheet to add an entry. This action requires write access to Timesheets.
Allocated And Unallocated Time
| State | Meaning |
|---|---|
| Allocated | The entry has a Budget Item. A positive fee can be recorded in that item's Actual Cost Ledger. |
| Unallocated | The entry has no Budget Item. It does not update a ledger, even if it carries a fee. |
The Project Blueprint controls whether users can choose between these states. The concrete Service Revenue Budget controls external invoicing.