Our Time & Budgets functionality lets you estimate and track time to understand jobs that are on-budget, allocate resources, and reveal performance insights.
This step-by-step video guide outlines the ten steps to set up Time & Budgets in your account.
Watch the ten videos below to learn hands-on how to setup Time & Budgets:
- Initial setup (3 min)
- User setup and permissions (2 min)
- Time administration (1 min)
- Billing rate setup (3 min)
- Task type customization (1 min)
- Set budgets on work templates (7 min)
- Add and track time on work (5 min)
- Suggested time entries (3 min)
- Submit and approve timesheets (2 min)
- Time and budget reporting (11 min)
Or watch the full 1 hour video end-to-end:
- Overview of Time & Budgets
- Time & Budgets setup guide
- Creating time off of work and contacts
- What permissions do I get as a Time Administrator and ability to view dollar amounts?
- How can I submit a timesheet?