Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, Project Lead, Project Creator, Collaborator, or Collaborator (External)
Access Groups: Time Tracking
NOTE
If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel different. For more information on Time Tracking Enhancements, see Time Tracking Enhancements [Early Access].
How to Enter Time from a Project
Users that have Project Permissions to track time can enter time directly from the Time & Expenses tab within a project.
Note: Until a time entry has been submitted, you can also edit or delete it within a project by clicking on the Edit API. If you want to revise a submitted entry without the use of API, you will need to delete the original entry and create a new one.
and Delete icons in the time entries table. Once submitted, a time entry can only be edited via the - Hover over Projects in the left navigation and then select the project.
Tip: You can also enter time across projects by going to Time & Expenses > Time Entries in the left navigation. Select the project you want to track time for, then skip to step 3.
- In the project workspace, click the Time & Expenses tab.
- Click in the Begin typing to select a task field under What do you want to track? and a drop-down menu appears, populated with a list of tasks. To narrow your search, start typing all or part of a task name.
- Select the task you want to track time against.
- If you do not require time to be tracked against a task—as configured in your Time & Expense or Project Settings—this field is optional.
Note: Any time tracked directly against a project (instead of a task or deliverable) will appear in an invoice as General Hours.- If the field contains the shadow text No tasks assigned to you, it means that Require Assignment for Time and Expense Tracking is enabled in Time & Expense settings and you must first be assigned to a task in this project in order to select one from this field.
- The remaining fields are optional. Click on these fields to enter or edit information. You can change or remove roles, add notes, or mark whether the time is Billable. If Rate Cards are enabled, the Using Rate Card field is populated with the default rate for the selected Role; click in this field to enter a Custom Rate.
- In the Date and Time section, click on the Calendar icon
to select the date for the time entry. - In the Time field, enter the duration—longer than one minute, but less than 24 hours—using ‘h’ for hours and ‘m’ for minutes (for example,
7h 45m
). - If one or more active locations have been added to the account, you can use the Location field to specify where the work was performed. If Time & Expense Settings or individual Account Member settings require a location when tracking time, you will need to select one from the Location field before you can save.
- When you’re done, click Save.
Comments
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This article has been updated to include additional permissions and Access Groups information.
This article has been updated to include information on Time Tracking Enhancements—now in Early Access.
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