Quick Summary of Step-by-Step Guide:
- Click on the 'Time & Expense' tab→ 'Timesheets' sub-tab
- Select the applicable project for the applicable date range
- Log time for the applicable dates
- Save your timesheet
- Submit your timesheet
In-Depth Step-by-Step Guide:
- To begin tracking time to your timesheet, click on the 'Time & Expenses' tab and then the 'Timesheets' sub-tab.
- First you will need to select the 'Project & Task' drop down menu to select which project task and/or overhead category you will be tracking time for. In the 'Notes' section, enter any applicable notes you'd like to reference. Enter time for each day that was worked on the particular project task and/or overhead category.
NOTE: Depending on how you customized the time format when you entered in the project, will determine how you log your time. You can enter in the total amount of hours for the day (example: 8) or enter the time frame (example: 9:00-4:30). Also, you can pin a project task so that the specific project task will be automatically saved for timesheet information you enter going forward. This is really helpful if the specific project task is one that you enter time for each week.
Also, if you try to log time for the project before you have contracted the budget, the project won't show up in your list of projects to choose from on your timesheet. However, if you still wish to log time to your project when it's in a 'Speculative' or 'Proposal' stage, when you initially set up your project make sure to check the box that says 'Enable for Timesheet'. By doing this, you will be able to choose the project from the 'Proposals' option instead of 'Projects' on your timesheet. If you didn't check the box when you were setting it up, you can still go back and edit the details (refer to image below). Logging time to a 'Speculative' or 'Proposal' stage will show up as un-billable time since the project technically isn't a contract yet.
- Whether you choose to log your time daily, or at the end of each week, make sure you click 'Save' after logging time. Once you've completed entering your time for the entire week and after it's been saved, click 'Submit'. Your timesheet for this week is now ready for review.
- Now that you've learned how to add time to your projects, you will need to learn how to approve your timesheets so that they can go towards your invoice for the customer.
- Check out the Help Article: Approving Timesheets.