Track Time
Record time against tasks and submit timesheets so effort is captured for billing and reporting.
#Purpose
Capture where time goes and feed billing and capacity views.
#Business goal
Accurate billing and a clear picture of effort.
#At a glance
| Detail | Value |
|---|---|
| Estimated time | Ongoing |
| Departments involved | Delivery |
| Business modules used | Projects, Finance |
| AI departments used | — |
| Required permissions | Time entry; timesheet approval for reviewers |
| Prerequisites | Tasks to track against. |
#Workflow at a glance
1
Log time
Against tasks.
2
Submit timesheet
For the period.
3
Reviewer approves
Sign-off.
4
Feed billing
Bill the effort.
#Step by step
1
Log time against tasks
Record hours as you work, not from memory later.
2
Submit your timesheet
When the period closes, submit it for review.
3
A reviewer approves
Submitted timesheets are approved by a reviewer.
4
Use it for billing
Approved time can inform invoicing.
#Approval points
Human approval required
- A reviewer approves submitted timesheets.
#Expected result
What you should see
Time is recorded and, once approved, available to inform billing and reporting.
#Common mistakes
- Logging time from memory at period end.
- Not submitting timesheets.
#Troubleshooting
| If this happens | Try this |
|---|---|
| My timesheet was returned | Review the note, correct it, and resubmit. |
#FAQ
Does tracked time create an invoice automatically?
No — you create invoices in Finance; tracked, approved time informs them.
#Keep exploring
#Related workflows
#Knowledge base
#Business modules
Projects Module
Time.
Finance Module
Billing.
Getting Started
Set up your workspace.
Platform Overview
How the OS fits together.
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