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Timesheets

Accurately track time spent across projects and tasks for better billing and reporting.

What is Timesheets?​

The Timesheets module provides a centralized dashboard for users to log, view, and manage their working hours. It is linked to Projects, Budgets, and Budget Items to ensure all hours are accurately allocated.

Accessing Timesheets​

  1. Click Timesheets in the left sidebar.
  2. The dashboard opens, showing filters, summary widgets, chart widgets, and your time entries split by type.

The Timesheets module has a single Dashboard view with no additional tabs.

Header Button:

  • Create New Timesheet — Opens a modal to log new work hours. This button is permission-gated (requires write access).

Key Features​

  • Dual Time Tracking — Log both "Desk Time" (standard work) and "Travel Time." A help message notes that travel time is controlled by travel requests.
  • Project Allocation — Link hours directly to projects and specific budget items.
  • Summary Widgets — Four cards showing This Week, Total, Billable, and Non-Billable hours.
  • Chart Widgets — Two charts: Hours by Projects and Hours by Person.
  • Filters — Use the Filters section at the top to narrow your view.
  • Excel Export — Export your time reports via the Export xlsx button.
  • Inline Category Management — Categorize your work with custom labels created, edited, or deleted from the dropdown.
  • Detail Drawer — Click any entry to open a side drawer with full details, notes, and attachments.
  • Bulk Delete — Select multiple time entries in the dashboard to remove them at once (requires write permission).

Getting Started​

  1. Go to the Timesheets dashboard.
  2. Use the Filters section to narrow your view if needed.
  3. Use the Month Selector to navigate to the correct period.
  4. Click a Week in the weekly summary to filter entries for that week.
  5. Click Create New Timesheet to record your work.

Next Steps: