Estimated time can be added to work items in Intuit Practice Management powered by Karbon. These figures should not be thought of as actual figures, purely estimates to help you plan and make better-informed decisions across your practice.
Adding time estimates to work team members
Time estimates are added to individual members of the work team, including the client owner, anyone assigned tasks, emails or notes relating to the work item, or anyone is manually added to the work team.
Each staff member will only be listed here once, even if they are the client owner and assigned tasks in the work item.
Under Work team on the work item's Details tab, select Edit.
You will then be able to add a time estimate for any member of the work team.
As you add time against team members, your estimates will tallied up to provide a total estimate for the work item. You can then save your changes.
Editing time estimates to work team members
At any time, you can edit the estimated time that has been added against any work team member. This will instantly update the total estimated time.
If you remove a team member with a time estimate, you will be have the option to add their time to another team member. This is to ensure that your total work estimate does not change.
If a work team member's tasks, emails or notes related to the work are reassigned to another colleague, they will remain part of the work team and any time estimated for them will remain. If you want to move the time to another colleague too, you are required to do this manually. Once again, this is to ensure the total work estimate does not change.