Tracking Time - LiquidPlanner

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Tracking Time

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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.

Tracking time from the Edit Panel

In the People section of the Edit Panel, simply click the Track Time link or click into the ‘Logged’ field to open the time entry box:

Tracking time in the edit panel
  • You can track time in any of the following units: minutes, hours or days (e.g. 8m, 8h, 8d). The time entry will be converted to your default workspace unit as necessary and will be transferred to your timesheet automatically.
  • Select an Activity to categorize your time entry. The activity field may be pre-populated with the task default activity or your personal default activity.
  • Enter multiple time entries to a task on a given date by clicking the ‘+ Add Time’ link below Activity. You’ll get a new row that will allow you to track additional time to the same activity, or choose a different activity for the new time entry.
  • Enter a time entry note in the Optional timesheet note box.  This box can be resized by dragging the bottom border down to expand the window.
  • Notations added in the timesheet note box will be captured in timesheet data exports. If the export will be used to create client invoices, we recommend reviewing the timesheet_entry_note column in the export prior to running invoices.
  • After you refresh, you’ll see that your remaining effort estimate was automatically reduced by the number of logged hours.  Even so, you should always review the adjusted remaining effort and correct it for accuracy if necessary.
  • Click the link Show Estimate History at the bottom of the People section to see the time tracking and estimation history for that item.
If you clear or change a time entry after it has been saved, the remaining estimate will not change. LiquidPlanner does not make assumptions about the task’s current remaining effort, so be sure to update the estimate!

Tracking time from the Timesheets tab

On the Timesheets tab, locate the task and click into the appropriate day to open the time entry box.  You can also jump to your timesheet via the right-click menu. On the Projects tab  > right-click on a task > select Track Time on Timesheet.

Tracking Time 2.1

Entering your time

  • From the timesheet,  you can track time in any of the following units: minutes, hours or days (e.g. 8m, 8h, 8d). The time entry will be converted to your default workspace unit as necessary.
  • The timesheet will display logged time in hours or fractions of hours.
  • Time entry notations can be typed into the Timesheet note box. These notations will be captured in timesheet exports.
  • You have the option to enter multiple time entries to a task on a given date.  Just click the ‘+’ icon to the right of the Activity box, and you’ll get a new row that will allow you to track additional time to the same activity, or choose a different activity for the new time entry.
Timesheet Overview 3

Locating tasks on your timesheet

  • You can use the Quick Filter field on your timesheet to locate timesheet items by name. Terms that you enter in this field will bring up any matching results from the task, client, package, project or sub-folder name.
  • To apply time to a past date that is not on the current timesheet, click on the blue date use the arrow buttons to scroll back to the appropriate time period.
  • If you don’t see the task you need on the timesheet, click the “Add” button and select “Find Existing Item” to locate and add the task to your timesheet.
  • You can also group tasks on your timesheet by project, client, and custom task field.  The blue figures below each date represent the subtotal of your time logged for that date, while the figure under Week Total represents a subtotal of all time logged for the week.  Clicking on either the daily or weekly subtotal will filter your timesheet to only tasks to which time has been logged.
Tracking Time 3.1

What’s on Your Timesheet

Each timesheet shows you the tasks that meet at least one of the following criteria:

  • Timed task – There is a timer (running or stopped) with time accumulated for this task. If you have any tasks with a running or stopped timer, these tasks will appear at the top of your timesheet.
  • Pinned task – A pinned task shows up on all subsequent timesheets until the task has been unpinned.
  • Upcoming task – Scheduled to start in the next 7 days.
  • Event or milestone – Occurring during the current timesheet period.
  • Tasks with recently done assignments – An active task on which you have marked your assignment ‘done’ in the current timesheet period.
  • Recently done task – A task that has been marked done or had time tracked to it in the current timesheet period.

 

Related Articles

Using Timers
Timesheets Overview
Timesheet Review and Approval
Exporting Time Tracking Data

Tracking Time was last modified: December 12th, 2016 by Zareen Maurer

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