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Time Tracking

Time Tracking allows you to record time spent on tickets, projects, and other work items for billing and productivity analysis.

Overview

The Time Tracking module provides:

  • Time entry logging
  • Billable vs non-billable tracking
  • Timesheet management
  • Integration with billing
  • Productivity reporting

Viewing Time Entries

Navigate to PSATime Tracking to see time entries.

Time Entry List

View all time entries with:

  • Date and duration
  • Description of work
  • Associated ticket/project
  • Client
  • Team member
  • Billable status

Filtering

Filter time entries by:

  • Date range
  • Team member
  • Client
  • Billable/Non-billable
  • Invoiced status

Logging Time

From Time Tracking Module

  1. Click + Log Time
  2. Enter time details:
    • Date - When the work was done
    • Duration - Hours and minutes
    • Description - What you did
    • Ticket/Project - Associated work item
    • Client - If not linked to ticket
    • Billable - Yes/No
  3. Click Save

From a Ticket

  1. Open the ticket
  2. Go to the Time section
  3. Click + Add Time
  4. Enter duration and description
  5. Click Save

Timer Feature

Use the built-in timer:

  1. Click Start Timer when beginning work
  2. Timer runs in background
  3. Click Stop when finished
  4. Save the time entry

Time Entry Fields

FieldDescription
DateWhen the work occurred
DurationTime spent (hours:minutes)
DescriptionWhat work was performed
TicketAssociated ticket
ProjectAssociated project
ClientClient (auto-filled from ticket)
BillableWhether to charge client
RateBilling rate (if different from default)

Billable vs Non-Billable

Billable Time

  • Work that will be invoiced to clients
  • Typically includes:
    • Direct support work
    • Project tasks
    • Consulting
    • On-site visits

Non-Billable Time

  • Work not charged to clients
  • Examples:
    • Internal meetings
    • Training
    • Administrative tasks
    • Sales activities

Timesheets

Weekly Timesheet View

View and manage time by week:

  • See daily totals
  • Review weekly summary
  • Edit existing entries
  • Add missing time

Approval Workflow

If enabled, time entries may require approval:

  1. Submit timesheet for approval
  2. Manager reviews entries
  3. Approved time can be invoiced

Billing Integration

Time entries flow to billing:

  1. Time logged as billable
  2. Time approved (if required)
  3. Invoice created from time entries
  4. Entries marked as invoiced

Learn more about Billing →

Reporting

Time tracking reports include:

  • Utilization - Billable vs total hours
  • By Client - Time spent per client
  • By Team Member - Individual productivity
  • By Project - Project time analysis

Best Practices

  1. Log time immediately - Record time as you work
  2. Be specific - Write clear descriptions
  3. Use timers - More accurate than estimates
  4. Review weekly - Check for missing time
  5. Categorize correctly - Billable vs non-billable
  6. Link to tickets - Always associate time with work items