LiquidPlanner

Online Project Management Software

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Tracking your progress is a key aspect of keeping your schedule up-to-date in LiquidPlanner. Use these resources to learn more about loggin progress and how to track project activity. 

Tracking Time

« Back to Training Videos 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 T...

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 time for work, don't forget to account...

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. Email or Meetings) and you need it on your timesheet every week. It's a task you'll be working on for an extended period and you'd like to keep it...

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, starting at the one minute mark. When you start a timer, it will keep running until you click the timer icon to pause it, or until you start a time...

Create Activities and Link to Tasks

Activities allow you to categorize the type of work being done on tasks and designate hours as billable or non-billable, as shown in the example Activity report below. Create an Activity Workspace administrators can create and update activities for the workspace. Go to User Menu > Settings > Data Customization > Activities. Billable: Check the Billable box if this is a billable activity. Shared: Uncheck the Shared box ...

Setting 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 the same activity, and there is no default activity set on the task, milestone or event, using a personal default activity sav...

Using Activity Codes for Billing

Each time you log progress against a task, the time entry is associated to an Activity. Workspace administrators can define a full set of activity codes for the workspace. They can be added individually, or in bulk. Go to User Menu > Settings > Data Customization  > Activities. Let's look at an example using activities to facilitate billing. On the activities page in this workspace, there is a billable activity called “Desig...

Using Rate Sheets for Billing and Pay Rules

Rate sheets provide LiquidPlanner with the data necessary to calculate dollar values for your logged and remaining hours.  Workspace administrators can create and edit rate sheets by clicking the User Menu > Settings > Data Customization > Billing Rules or Pay Rules. Billing and Pay Rules LiquidPlanner has two different rate sheets: On the Pay Rules sheet you load pay rates for your workspace members (by person or team): On t...

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. Filtering in Timesheet Review You can filter timesheets to specif...
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