Support Category: Tracking Time & Managing Timesheets

Tracking Time

 Tracking time is a critical part of project management.  It provides you with valuable data about the amount of effort required to complete your work, which in turn allows you to estimate future work more accurately.  Time tracking data can also be used to feed your payroll and client billing systems. Track Time from …

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Timesheets Overview

Timesheets are fully integrated with your LiquidPlanner workspace.  They allow your team to track actual hours worked against any task, event, or milestone.  As time is tracked, a task’s remaining effort estimate is decremented, which updates the schedule. Each workspace member has a personal timesheet. Workspace managers can review and export timesheet data for all members. In addition to logging …

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Pin Tasks to Your Timesheet

The Pin feature allows you to keep a selected task on your timesheet every week. Since pinned tasks stay on your timesheet until you take them off, they can be useful as a reminder to track time on certain tasks. Here are some reasons you might want to pin a task: It’s an ongoing task (e.g. …

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Export Timesheet Data

Exporting timesheet data puts all of the time entries within the parameters you set into a CSV, XML or Quickbooks-compatible file. This is useful for accounting and reporting purposes. Run the Export Workspace administrators and managers can export timesheet data as follows: Go to the Timesheets tab > Export Timesheets Use the filter tools (see filtering section below) at the …

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Using Timers

You might generally know how much time you spend doing your work, but it’s easy for time to slip away from us. Use timers to keep track of the amount of time you spend working on a task. Here are the important things to know about timers: Timers display accumulated time in the HH:MM format, …

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Configure Timesheet Export to QuickBooks

QuickBooks users must complete this one-time configuration to ensure that your LiquidPlanner timesheet exports are properly formatted.  After completing this process you’ll be all set to export your timesheet data. Why is this configuration necessary? QuickBooks Pro and Enterprise allow you to import timesheet data using files in the IIF format.  An IIF file has a header that identifies the version …

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Set a Personal Default Activity

The Personal Default Activity setting allows you to select one activity in your workspace that will automatically populate the activity field when you track time. It will also appear in the Activity field in the People section of the Edit Panel when you have an assignment on a task. If you frequently track time against …

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Timesheet Review and Approval

Workspace managers can review and approve timesheets by going to the Timesheets tab > Review Timesheets.  Set expectations with your workspace members regarding how frequently they should log their progress, and when they should submit timesheets for approval.  If you need to report on timesheet data, be sure to read our article on exporting time-tracking data. Filter in Timesheet …

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