Time Tracking and Project Management
Time Tracking and Project Management
The time tracking and project management module gives organisations a single place to capture employee hours, allocate work to projects, manage billable time, and control project costs — all integrated with payroll and HR workflows already in the platform.
Key Capabilities
Project Time Allocation
Employees assign each time entry to a specific project (or sub-project/task, where configured). This creates a live record of hours consumed per project, enabling managers to:
- Monitor project progress against planned effort.
- Identify resource bottlenecks early.
- Generate per-project labour cost reports.
Billable Hour Management
Each time entry carries a billable flag that can be set at the project level (as a default) or overridden per entry. Use this to:
- Separate client-billable hours from internal overhead.
- Feed accurate data into invoicing workflows.
- Produce utilisation and realisation reports for professional services teams.
Mobile Time Entry
The mobile-optimised time entry interface allows employees to:
- Start, stop, or manually enter time from a smartphone or tablet.
- Select projects and mark billability on the go.
- Edit or delete entries before timesheet submission.
No separate app installation is required — the interface is accessible through the platform's existing mobile web experience.
Automated Timesheet Approval
Once an employee submits a timesheet for a given period, the platform automatically routes it through a configurable approval chain:
- Submission — Employee submits the timesheet at the end of the defined period (daily, weekly, or custom).
- Routing — The system identifies the appropriate approver(s) based on project ownership or line management rules.
- Review — Approvers receive an in-platform notification and can approve, reject, or request corrections.
- Payroll Integration — Approved timesheets are automatically surfaced to the payroll module for processing.
Approval rules are managed under Settings → Time Tracking → Approval Workflows.
Project Cost Tracking
Aggregated time data flows into the project cost tracking dashboard, where you can:
- Compare actual labour spend against budget.
- Receive alerts when a project approaches or exceeds its budget threshold.
- Export cost breakdowns for finance reporting.
Cost rates can be defined per employee, role, or project, giving flexibility for different charging models.
Getting Started
- Enable the module — Navigate to Settings → Modules and activate Time Tracking & Projects.
- Create projects — Go to Projects → New Project, set a name, budget, and default billability.
- Invite team members — Assign employees to projects so they appear in the project selector during time entry.
- Configure approval workflows — Under Settings → Time Tracking → Approval Workflows, define who approves timesheets for each project or team.
- Start logging time — Employees can begin entering time via the Time section in the main navigation or from a mobile browser.
Permissions
| Role | Capabilities |
|---|---|
| Employee | Log, edit, and submit own time entries |
| Manager | Approve/reject team timesheets, view project hours |
| Project Owner | Manage project settings, view cost tracking dashboard |
| Finance Admin | View all project costs, export reports, configure cost rates |
| Platform Admin | Full access including module settings and approval workflow configuration |
Notes
- Approved timesheets are locked and cannot be edited without an admin override.
- Billability defaults set at the project level can be overridden by employees unless the project is configured to enforce them.
- Mobile time entry requires the same authentication as the desktop experience (SSO and MFA are fully supported).
Introduced in v1.0.81.