ADMIN: Configuring time tracking
About tracking time in Autotask
All Autotask users track their time on an electronic timesheet that is set up for a timesheet period of one week, two weeks or half a month. The timesheet period is set up when your Autotask site is created, and ideally should be synchronized with your paycheck period.
Autotask distinguishes between:
- Time tracked on customer-facing assignments (project tasks and issues, and tickets).
This type of time is tracked using work types, and is automatically entered into the timesheet when a time entry is made on an assignment. Time entries on project tasks, but not on tickets can also be made from the timesheet. This type of time entry also appears in Contracts > Approve and Post for financial approval and invoicing.
- Regular time and time off requests for internal time tracking, which includes everything from organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. meetings to time off.
This type of time is tracked using internal time codes, and is never billable to a customer. You enter it directly on the timesheet.
How to...
Configure time tracking
- Select timesheet approvers who have the responsibility to approve or reject resource timesheets and time off requests. Refer to Adding timesheet approvers.
- Configure the timesheet system settings that allow you to customize the rules for capturing time. Refer to Timesheets system settings.
- Set up the internal time codes that track resource time that is not devoted to a specific customer or project. Refer to Internal time codes.
- Set up the work types that track and categorize the time your resources spend working for customers or on projects. Refer to Introduction to billing for labor.
Configure time off
Because holidays (which everybody gets off without having to take a vacation day) and time off benefits factor in resource productivity and utilization reports, you should also:
- Establish your company holidays. Refer to Managing holidays and holiday sets.
- Configure time off policies that assign time off benefits to your resources. Refer to Time off policies.
