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- Timesheet Management
- Who it's for
- Client delivery teams
Client delivery teams
Client delivery teams need the hours behind a project week to make sense to both the worker and the person approving it. An organization holds the client context. The project identifies the engagement, its owner and delivery method. Work packages and tasks explain what the team was doing when time was logged. A weekly submission brings the worker, package, week, hours and revision into one review item.
How Timesheet Management is set up for you
Set the engagement
Project Manager opens the project under the correct organization, names the owner and sets its schedule. Work packages divide the delivery plan into recognizable pieces.
Log the work
Team Member records a work date, hours and project, with a task link where relevant. The Billable choice is visible on each entry.
Review the week
Project Manager inspects entry approval outcomes and opens the weekly submission queue. Each successful approval has its own decision and operation receipt.
Follow exceptions
Delivery Lead uses blocked tasks, issues and missed milestones to explain changes in the delivery week.
Client delivery teams need the hours behind a project week to make sense to both the worker and the person approving it. An organization holds the client context. The project identifies the engagement, its owner and delivery method. Work packages and tasks explain what the team was doing when time was logged. A weekly submission brings the worker, package, week, hours and revision into one review item.
Choose one active project with one work package and a team member who has several dated entries. Let the manager compare the entries with the weekly submission before approving the weekly record. Rehearse an invalid weekly total and check the failed receipt. Then inspect the approved decision trail from the source entry through the reviewer and operation result. This scope is narrow enough to reveal naming or ownership problems before more projects join the cycle. Agree the week start and who decides a submission that crosses project boundaries.
Features to start with
Delivery exceptions
Triage project issues and follow risks and milestone outcomes beside time review.
Weekly submissions
Review a worker's dated week against its work package, organization, hours and revision.
Time entries
Capture dated project hours and inspect the approval outcome triggered by submission.
Roles on the team
- Admin
- Maintains account access and the project structure used for time review.
- Project Manager
- Owns project work, reviews entry approval outcomes and decides submitted weekly time for assigned projects.
- Team Member
- Records work and prepares a weekly submission for review.
Set up Timesheet Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.