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FeaturesAgentOS WorkUpdated March 13, 2026

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:

  1. Submission — Employee submits the timesheet at the end of the defined period (daily, weekly, or custom).
  2. Routing — The system identifies the appropriate approver(s) based on project ownership or line management rules.
  3. Review — Approvers receive an in-platform notification and can approve, reject, or request corrections.
  4. 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

  1. Enable the module — Navigate to Settings → Modules and activate Time Tracking & Projects.
  2. Create projects — Go to Projects → New Project, set a name, budget, and default billability.
  3. Invite team members — Assign employees to projects so they appear in the project selector during time entry.
  4. Configure approval workflows — Under Settings → Time Tracking → Approval Workflows, define who approves timesheets for each project or team.
  5. Start logging time — Employees can begin entering time via the Time section in the main navigation or from a mobile browser.

Permissions

RoleCapabilities
EmployeeLog, edit, and submit own time entries
ManagerApprove/reject team timesheets, view project hours
Project OwnerManage project settings, view cost tracking dashboard
Finance AdminView all project costs, export reports, configure cost rates
Platform AdminFull 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.