43.1 Project Time Tracking

AIUNIFY CRM tracks time through Project Tasks and Timesheets.

Time can be recorded through a running Task Timer or entered as a Timesheet record where the applicable workflow is available.

43.2 Project Timesheets

The Project Timesheets area can show information such as:

• Project member.
• Task.
• Start Time.
• End Time.
• Time Spent.

Use Timesheets to understand how much time has been recorded against Project work.

43.3 Task Timers

Task Timers allow a user to measure work while it is being performed.

The CRM contains controls for starting and stopping Timers and calculates logged time from the resulting Timer records.

43.4 Assignment Requirement for Starting Timers

The CRM can require that a user be assigned to a Task before starting its Timer.

If the system reports that you must be assigned to the Task, do not work around the restriction. Confirm the Task assignment first.

43.5 Starting a Timer

1. Open the applicable Project Task.
2. Confirm that you are assigned to it when required.
3. Confirm that the Task should currently be worked.
4. Select the Start Timer action.
5. Perform the work.
6. Return to the Task when the work session is complete.
7. Stop the Timer.

43.6 Stopping a Timer

Stop the Timer when the active work session ends.

Leaving Timers running after work has stopped can inflate logged time and can interfere with later Project invoicing.

43.7 Recording a Timesheet Manually

The Project workflow also supports recording a Timesheet directly.

When entering time manually, review:

• The correct Project.
• The correct Task.
• The staff member when the form allows it.
• Start Time.
• End Time.
• The calculated time spent.

43.8 End Time Must Follow Start Time

AIUNIFY CRM validates Timesheet timing and can reject a Timesheet when the End Time is earlier than the Start Time.

Correct the time values instead of changing them merely to force a record through validation.

43.9 Total Logged Time

The CRM calculates total logged time for Tasks and Projects from Timer/Timesheet activity.

Total Project time can later contribute to:

• Project progress review.
• Timesheet reporting.
• Hourly Project billing.
• Task-hour billing.
• Project invoicing.

43.10 Hourly Billing Context

The Project model supports billing approaches involving Project Hours and Task Hours.

When hourly billing is used, accurate Timer and Timesheet data becomes financially important because logged time can contribute to Invoice calculations.

43.11 Review Timesheets

Periodically review Project Timesheets for:

• Incorrect Task relationships.
• Unexpected long work sessions.
• Missing End Times.
• Duplicate time entries.
• Time recorded under the wrong Project.

43.12 Billed Task Considerations

The CRM can prevent a Timer from being started on a Task whose time has already been billed.

If a Task has already been billed, review the Project financial history before attempting to record additional billable time.

43.13 Time Tracking Best Practices

• Track time against the correct Task.
• Stop Timers promptly.
• Do not run multiple unnecessary work Timers.
• Use actual Start and End Times.
• Review logged time before Project invoicing.
• Correct inaccurate Timesheets before billing.
• Do not start new billable Timer activity on already billed work without reviewing the transaction history.