Time billing for Tasks and Sub Tasks is useful when someone not assigned to the Task needs to account for time spent on that Task
From a Task or Sub Task
- Open the Task or Sub Task you want to bill time to, and click the Time Bill (clock) icon. A Start Time Bill window will open. Click OK. A Time Bill record will open which may be edited if needed
- To stop time billing:
- Open the Time Bill record and click the Time Bill (clock) icon. A Stop Time Bill window will open. Click OK
- The system populates the time billed value with the difference (in hours) between the End Time and Start Time
From Task List
- Open your Task List and click the Time Bill (clock) icon in the TB column next to the Task to which you wish to bill time
- In the confirmation window that opens, click OK to start billing time
- To stop time billing against this Task, click the Time Bill (clock) icon in the TB column again
Alternatively, use the Project Team Time Entry to potentially create multiple Time Bills against a Task or Sub Task for Project Team Members with one “save” click action:
- Go to Projects > Project Team Time Entry
- Fill in the details for the time
- Start Date / Time, Project and associated Task
- Notice the Time Bill Category / Subcategory, Wage Type are pre-filled based on the settings for the Task (if defined). Otherwise, you may edit
- For each applicable Team Member in the Time Entry grid, enter the corresponding “Time Billed” value (in hours) directly in the cell
- Click Save icon