Where to find your global settings?
Click on the SETTINGS tab at the very top of your screen and then Timesheets to adjust global settings available to your team on their timesheets.
Under Timesheet Settings you'll find the "Activities" panel. This section shows all the functions or actions that a team member can generally do on a project. We have prepopulated the list with industry-standard activities such as "Meeting" or "Renderings" but you'll want to adjust this for your specific team.
Activities is the general category of the task, so you want to set these to be general enough that they are applicable to all your team but specific enough that you'll be able to derive insights on your timesheets.
For example, rather than having "Meetings" as a catch-all for all and any meetings, split it into:
- Meetings - Internal (Non-Billable)
- Meetings - Client (Billable)
- Meetings - On-Site (Billable)
Segmenting your activities like that can help you have more clarity on how your time is using time and what you can invoice, than if it was all lumped into the same "Meetings" activity.
When a user enters their time, they will then be able to add additional detail within their timesheet if necessary, for instance by selecting "Meetings - Internal" as an activity and then adding a description, "meeting to review proposal".
Create an Activity
- Click on SETTINGS on the top main menu
- Click on the Timesheets tab, scroll left to Activities
- Give the new activity a name and determine if it's Billable or Non-Billable
Choose Billable if this activity can be billed to your client, or Non-Billable if it can not be billed.
- Click Create
Note: Encourage or require that your team always assign an activity to their timesheet entry. This will later help the team and company improve as a business and allow you to reflect on how to adjust staffing, time allocations, billing rates, etc.