I NEED TO SEE HOW WELL MY STAFF IS PERFORMING ACCORDING TO THEIR ALLOCATED TIME BUDGETS.


The Company Time Summary Report allows you to know how the company has performed against the estimated task times. 


WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?

  • View time tracked in table or data form.

  • See how much time your staff should have tracked and how much they actually tracked.

  • View a split between billable and non-billable time tracked.



WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY  

The following users are involved in the data that populates this report:

 

  • Traffic / Project Managers - these are the users who assign tasks to users and jobs and ensure all the correct information is set on the task.

    • Tasks must be assigned to an owner.

    • Tasks must be given an estimated effort time.

    • If you want to filter by a department, your employees need to be linked to a department.

  • Anyone responsible for doing work on tasks

    • These users must keep their tasks up to date.

    • Track time accurately and make sure it set as billable or nonbillable time.


HOW TO ACCESS AND USE THIS REPORT

  • Reports>Tasks>Company Time Summary.

  • Filter the search as required.

  • Results can be exported as a CSV file, Excel file or a PDF document. 


HOW TO MAINTAIN THIS REPORT

  • Host a weekly meeting with your traffic/project manager and review the Company Time Summary Report to ensure all work is correctly allocated and on track.

  • Make sure every user has recorded all time tracked correctly.

  • If users are not accurately tracking time you could force them to track time to tasks in your settings. Learn how to force users to track time to tasks in this tutorial. 


Next step: 


Learn how to save your popular searches