Projects, tasks, and billable time
How do I export timesheet entries for a selected period?
Export the timesheet rows for the customer, project, people, and dates you want to review.
How do I read a project's profitability report?
Compare invoiced revenue with project labor costs and expenses for the selected period.
How do I share project work for client review?
Share completed work as a project delivery review and retain the client’s decision with its revision.
How do I add project notes and expenses and find linked documents?
Keep project context and costs beside its tasks, time, and customer documents.
How do I review billable project work before invoicing it?
Review the actual billable entries before creating a customer invoice.
How do I track time with the timer or enter it manually?
Use the live timer for work in progress, or log a duration you have already worked.
How do I invoice unbilled project time?
Create a draft invoice from the hours still available to bill.
How do I add custom fields to a project?
Add a field for information you collect on projects, such as a purchase order number.
How do I compare logged, billed, and unbilled time by team member?
See how much time each person has recorded on a project and how much is still unbilled.
How do I review a project's time summary?
Check total project time for the period you want to review.
How do I switch projects when tracking time?
Make sure the next time entry belongs to the right customer and project.
How do I log time against a task?
Record time you have already worked on a task.
How do I check a task's logged and unbilled hours?
Use task hours to see work recorded so far and what remains unbilled.
How do I record a team member's time against a project task?
People join projects. To record who worked on a task, select that person on the time entry.
How do I create tasks within a project?
Use a task to group hours for a particular piece of project work.