Time tracking at job milestones

If configured, times can also be recorded in more detail within the job - e.g. on the line items of an estimate or on specific tasks within a job

Time tracking on estimates

Record time on estimate line items

If line items of approved estimates are enabled for time tracking, the function selected in the time tracking dialog in which a time entry should be recorded will automatically change to the function stored in the selected estimate line item, provided the user has access to this time tracking function. Otherwise nothing further happens.

The automatic change of the function as a side effect of the line item selection is made visible by a small notification at the edge of the screen.

Default setting to enable time tracking on estimate line items

Under Settings > Time tracking this option must be enabled to make it possible to record times on an estimate line item:

Under Settings > Finance > Estimate you can define under which conditions the line items of an estimate are offered - this concerns the status of the estimate. In addition to the status of this document, the status of the job is also a prerequisite. The job status must be set to "active" or "to be billed".

Time tracking at estimate line itemsJob settings: time tracking

Time tracking on tasks (formerly operations)

Similar to estimates, Die Agenturverwaltung also allows tasks to be enabled for time tracking. This makes sense when there are subtasks in a job that were not explicitly described in the estimate.

The selection in the time tracking dialog then follows the same principle as for estimate line items (see above).

Unlike time tracking on estimate line items, recording times on tasks does not allow conclusions about a budget. We can see how much time was recorded on which task, but not how much budget is available for a task.

In the list of tasks, time tracking can also be started or stopped with the timer:

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Time tracking at tasks (formerly processes)Job settings: time tracking