Time Tracking
Last updated: September 11, 2026
Time tracking records where your team's hours go, rolls them up to tasks, projects and customer accounts, and compares them against the estimates you planned with.
How it works
People log hours against a task, or against a project when the work has no task. A week of those entries is a timesheet. Submitting the week locks it, so the totals stop moving.
Hours then roll up to the task, project, account, playbook, module and person. Estimates on tasks give those rollups something to compare against. Seven reports in Insights read the whole picture, and you can choose to show a project's hours to its customer.
Time tracking applies to every project, so the totals on any project or account are always complete.
Terms
Term | What it means |
|---|---|
Entry | One block of time: one person, one day, one project, and usually one task. |
General project time | An entry with no task, for meetings and coordination. It counts in project and account totals. |
Timesheet | One person's week, Monday to Sunday. Either a draft or submitted. |
Locked week | A submitted week. Its entries are read-only until someone reopens it. |
Capacity | The hours per week a person is expected to be available. Utilization is measured against it. |
Allotted time | The estimate on a task, set directly or inherited from a playbook. |
Time off | Whole days someone was away. Those days come out of their capacity. |
Getting started
In Settings › Time tracking, set your defaults: weekly capacity, when timesheets are due, reminders, and how durations display.
In the same place, use Manage users to say who submits time and what each person's capacity is.
Put allotted time on tasks, or on the playbooks your projects are built from. This is optional, but the variance and forecast reports need it.
Your team logs hours in My Time and submits each week.
Read the results in Insights › Time.
In this folder
Set up time tracking — every setting, and getting your people configured.
Log your time — My Time, duration formats, days off, and the other places you can log from.
Submit, lock and reopen a week — submitting, the Team tab, reminders and unlocking.
Estimates and budget alerts — allotted time on tasks and playbooks, and overrun emails.
Time reports — what each of the seven reports shows.
What your customers see — the two ways to show hours, and what is never shown.
Roles and permissions — who can do what.
Common questions — the things people ask most often.