Overview
The Time Tracking and Reporting feature provides visibility into project profitability, resource allocation, and budget burn rates. By aggregating billable and non-billable hours, estimated vs. actual effort, and calculated costs, this tool helps admins and managers ensure projects remain profitable.
Key Concepts & Metrics
Metric | Calculation / Source | Purpose |
Estimated Hours | Sum of | Tracks the baseline project budget |
Non-Billable Hours | Sum of logged hours marked as Non-Billable | Tracks internal effort and overhead |
Billable Hours | Sum of logged hours marked as Billable | Establishes the basis for client invoicing |
Total Hours |
| Shows the total effort expended on the project |
Total Cost |
| Tracks the internal cost of project fulfillment |
Total Billable |
| Estimates the project's billable revenue |
Profit/Loss |
| Shows the project's resulting margin |
How to use Time Tracking Reporting
Filtering Data
Filter reports by Project Manager, Specific Users, Customers, Projects, or Project Status to isolate performance metrics.
Views
Project View: Aggregates metrics at the macro project level to monitor margin health.
User View: Aggregates metrics by team member to monitor individual output, capacity, and billability.
Drilling Down
Click direct links within the report to navigate straight to the source item:
Projects: View or log time records at the root project level.
Phases & Milestones: Read-only levels; time cannot be logged directly on a phase or milestone.
Tasks & Subtasks: Expanding task hierarchies opens the side drawer to view or log granular task-level time.
Best Practices
Continue Using Time Records for Daily Time Tracking:
This report is designed for high-level reporting, analysis, and auditing. Team members should continue using standard Time Records to log their time as part of their daily workflow.
Set Rates Accurately:
Ensure default
Cost RateandBillable Ratevalues are updated in user profiles to avoid accurate hours displaying $0 profitability calculations.Populate Task Estimates:
Fill out the
Estimated Hoursfield during project scoping so the report can calculate scope creep in real time.
Frequently Asked Questions (FAQs)
Why can't I log time directly onto a Phase or Milestone?
Time must be anchored to actionable work items (Tasks/Subtasks) or the overall Project container to maintain proper work-breakdown hierarchy.
Can Administrators log or edit time on behalf of another user?
Yes. Admins can click into a task drawer directly from the reporting view to add or adjust time entries for team members.
Why is my Profit/Loss showing negative or zero?
Check the following:
Make sure hours that should generate revenue are marked Billable.
Verify the user's Billable Rate is greater than $0.
Verify the user's Cost Rate is greater than $0.
Confirm that time has been logged against the appropriate project, task, or subtask.
Tip: A negative Profit/Loss means the calculated Total Cost is greater than the calculated Total Billable amount.