Time Tracking & Timesheets
Time tracking ties the hours your team works to the projects and tasks they work on — then routes that time through approval and into billing. There are two surfaces: a personal Timesheet for entering hours, and a project Time tab for managing and approving them.
A time entry
Each time entry records:
- Date, and optional start / end times
- Hours worked
- The project (required) and optional task
- A description
- Billable flag and an hourly rate → the amount is calculated (hours × rate)
- An approval status and a billing status
The weekly timesheet
/project/timesheet is each person's own grid. Rows are project/task combinations; columns are the seven days of the week, with a row total and a weekly total at the bottom against a target (40 hours by default).
- Navigate weeks with the previous/next controls.
- Type hours into a day cell (decimals allowed, e.g. 8.5); entries save as you go.
- Add a row to log against another project or task.
- Submit the timesheet when the week is done — this marks the week's entries as submitted and hands them to your manager for approval.
The project Time tab
Inside a project, the Time tab is the manager's view of everyone's hours on that job. Toggle between all entries and just the pending ones awaiting approval. The table shows the date, worker, task, hours, billable flag, billing status, approval status, rate, and amount.
From here a manager can:
- Log time on behalf of any team member.
- Edit or delete entries.
- Bulk approve selected submitted entries.
- Bulk reject them with a reason (the worker can then revise and resubmit).
- Adjust the billing status of entries.
The approval workflow
Time moves through four approval states:
| Approval status | Color | Meaning |
|---|---|---|
| Draft | gray | Entered, not yet submitted. |
| Submitted | blue | Sent for approval. |
| Approved | green | Signed off by a manager. |
| Rejected | red | Sent back with a reason; the worker revises and resubmits. |
Only approved time is eligible to be billed.
Billable vs. billing status
Two separate ideas:
- Billable is a yes/no flag — should the customer pay for this time at all?
- Billing status tracks where the billable time is in the invoicing pipeline:
| Billing status | Color | Meaning |
|---|---|---|
| Unbilled | gray | Not yet invoiced. |
| Pending | orange | Queued for an invoice. |
| Billed | green | Included on a customer invoice. |
Approved, billable hours flow into the project's billing — and the resulting invoices (along with payments, POs, bills, and expenses) appear on the project's Financials tab.
The Financials tab
The Financials tab is the project's money view. It summarizes revenue (invoices), costs (bills + expenses), and the resulting profit / margin, then lists every linked transaction — invoices, payments, purchase orders, bills, and expenses — filterable by type, status, and date. Click any row to open the underlying document. This is where time tracking, budgeting, and billing come together into the project's bottom line.