Record and review timesheets
Quick summary: Record the time spent on the correct project and task. Attendance records when you are at work; timesheets explain what you worked on.
Record time manually
Section titled “Record time manually”- Open Timesheets, choose the relevant date and add an entry. You can also open the task’s Timesheets tab and add a line.
- Select Project and Task, then enter a description that explains the work performed.
- Enter the actual Time Spent. Follow the unit shown in the field; check that one hour and thirty minutes is not accidentally entered as one hour and eighteen minutes when using decimal hours.
- If a sales order item is shown, verify that it belongs to the intended customer service. Ask the project owner if it is missing or ambiguous.
- Save and check the daily total and task entries for duplicates.
Use a timer when available
Section titled “Use a timer when available”Start the timer on the task you are working on and stop it when you finish or switch work. In the time-entry dialog, check the elapsed time, describe the work and confirm the entry. Resume the timer only if you are continuing the same activity.
Do not add the same duration manually after saving it from a timer. A timer left running overnight needs correction before review.
Review before billing
Section titled “Review before billing”The reviewer checks dates, descriptions, customer/service linkage and duplicated or implausible durations. Use the validation controls available to your role under your team’s policy. Invoiced or validated entries may be locked; ask the responsible reviewer to handle a correction rather than adding an offsetting invented entry.
Result and common problems
Section titled “Result and common problems”Saved entries contribute to project time totals. For time-based services they can also affect delivered quantities and the next invoice; fixed-price services do not become hourly billing merely because time is recorded.
- Project is unavailable: check access and whether the project permits timesheets.
- Time is recorded but not billable: ask the owner to check the sales agreement and linked sales order item.
- Totals differ from attendance: breaks, administration, non-project work and the entry dates may explain the difference. Do not copy the attendance total indiscriminately into one task.