Project Time Entry Methods

There are three methods of entering project time: the Time Entry form, project Timers, and the Week View form. (Our “Entering Project Time” article in the Employee Training section of the Help Pages contains detailed instructions for entering time using each of these three methods.)

The Time Entry Form

Time can be manually entered onto a user’s timesheet using the Time Entry form. The form is located on the Time Entry tab of each user’s Project Time page. Managers with proper permissions can use this form, but its use can be restricted for specific users via access controls.

Access Controls

Refer to our “Project (Settings for Billing or Job Costing)” article to find instructions for setting up company-wide restrictions for accessing the Time Entry form. To restrict access to the Time Entry form on an individual basis, please refer to the instructions in “Section 2. Security and Electronic Signatures.”

Timers

Project time can also be tracked in real time using project timers. Timers can be accessed from either the desktop or mobile site. By default, starting a new timer will pause any currently running timers, but access to simultaneous timers can be enabled on the Project tab of the Company Settings page.

Week View

The Week View tab of a user’s Project Time page offers an alternative time entry method that displays an entire week with cells for entering time for each day. Clicking on an empty cell opens the time entry form for creating a new record, and each new combination of customer, project, and account code will create a new row in the table. Records created using this view appear on the Timesheet tab just as any other record would. Users can move between weeks using the navigation buttons at the top of the table, and the records for an entire week can be copied to the next using the Copy This Week to Next Week button.

Using Lists with Project Time

There are three lists available for tracking time on the project timesheet:

  • Customers
  • Projects
  • Account Codes

Customers and projects may be associated with one another during setup. (For example, when entering time onto the timesheet, if the customer “Eastman” is selected from the customer list, then the project list would show only those projects associated with that customer.) Access to list items can be restricted on a per user basis, allowing employees to see only those list items that are relevant to them. Account codes are independent of the other lists, and are often used to represent a task, location, or job type. For job costing only, the customer list can be disabled in Company Settings.

Please refer to the articles under “List Management” in the Account Administration section of the Help Pages for detailed instructions regarding the setup and use of these lists.

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