Project Timesheet Management

• Log working hours by project, task, and employee

• Classify billable and non-billable hours

• Built-in timer to track actual time while working

• Batch timesheet entry by week or month

• Multi-level timesheet approval with custom workflows

• Integration with Sales Orders to track sold vs actual hours

• Analysis reports: hours by project, employee, customer, period

• Automatic invoice generation based on logged billable hours

• Alerts for hour budget overruns and project deadlines

• Mobile app integration for time logging anywhere, anytime

• Timesheet Entry: Time log record for a specific task

• Billable Hours: Working hours charged to customer

• Non-billable Hours: Internal hours not charged

• Time Tracking: Real-time tracking using timer

• Timesheet Validation: Timesheet approval workflow

• Service Product: Service product sold by the hour

• Time Budget: Estimated hour budget for project or task

• Utilization Rate: Billable hours / total working hours ratio

1. Configure project: Go to Project, select project, enable "Allow Timesheets"

2. Set up tasks: Create task and select hour type (billable/non-billable)

3. Log hours: Go to Timesheets > My Timesheets, click Create or Start Timer

4. Enter details: Select project, task, date, hours, and work description

5. Use Timer: Click Start when beginning work, Stop when finished

6. Submit for approval: Click Submit to Manager when week timesheet complete

7. Approve: Manager goes to Timesheets > To Approve, review and Validate

8. Invoice: Billable hours automatically appear in Sales Order for invoice creation

• Consulting projects: Track 120 sold consulting hours, alert when 10 hours remain

• Software development: Log hours by sprint, task, and developer

• Maintenance services: Distinguish hours in maintenance package vs additional hours

• Multi-project teams: Employees log hours for 3-5 different projects weekly

• Customer reporting: Export detailed monthly working hour reports

• Profitability analysis: Compare estimated vs actual hours to calculate margin

• Productivity management: Track utilization rate per employee

• Recurring invoicing: Auto-generate monthly invoices from approved hours

• Set up Service Product: Create service product with Track Service = Timesheets

• Configure pricing per employee: Each employee can have different hourly rates

• Approval workflow: Set up 2-level approval (Team Lead > Project Manager)

• Automatic reminders: Send email reminders to enter timesheets at week end

• Time constraints: Only allow timesheet entry within last 7 days

• Attendance integration: Check timesheet hours don't exceed attendance hours

• Custom dashboard: Create charts tracking hours by project, team, month

• Timesheet by Project: Total hours and costs per project

• Timesheet by Employee: Analyze productivity and utilization rate

• Billable vs Non-billable: Compare billable hour ratio

• Time Budget Analysis: Track actual vs estimated budget hours

• Profitability Report: Calculate profit based on hours and costs

• Overtime Analysis: Detect employees working overtime

• Project Timeline: View hour allocation over time

• Customer Billing Report: Summarize uninvoiced hours

• Sales: Sell service hours in Sales Order, track hours used

• Invoicing: Auto-create invoice lines from approved timesheets

• HR Attendance: Reconcile attendance hours with timesheet hours

• HR Payroll: Calculate salary based on working hours and overtime

• Accounting: Record labor costs to cost centers

• Planning: Plan resource allocation based on historical timesheets

• Timesheets menu not visible: Check access rights and module installed

• Task doesn't allow time logging: Enable "Allow Timesheets" in project config

• Hours not billable: Check Service Product has Track Service = Timesheets

• Cannot generate invoice: Ensure timesheet approved and has Sales Order

• Timer not working: Clear browser cache or use mobile app

• Hours exceed budget: Increase Allocated Hours in task or Sales Order

• Approval error: Check workflow and Approve Timesheets permission

• Project module must be installed and activated

• Timesheets module (hr_timesheet) must be installed

• Sales module (optional) to sell service hours

• HR module (optional) to integrate with attendance and payroll

• Access rights: User (log hours), Officer (approve), Manager (configure)

• Log hours daily: Avoid batch timesheet entry at week end

• Use Timer: Track actual time more accurately than manual entry

• Detailed descriptions: Note work done clearly for easy review and reporting

• Timely approval: Managers should approve timesheets within 2-3 days

• Check budget: Monitor remaining project hours weekly

• Clear classification: Mark billable/non-billable accurately

• Backup data: Export timesheets periodically for archival

• Train employees: Provide training on time logging process and timer usage