- Settings and permissions
- Hour entry methods
- Hour entry notifications
- Hour entry statuses
- Invoicing hour entries
- Tracking hour balances
- Reporting hours
PSA’s Time Management enables versatile hour entry methods, an approval process, tracking of hour balances, notifications, and reporting tools that allow staff, supervisors, and project managers to effectively manage, track, and invoice working hours. The time management tools improve the accuracy and timeliness of hour entries, supporting project tracking.
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Settings and permissions
- Time Management Permissions can be customized by role: log, approve or modify/delete hours. This allows, for example, project managers to monitor the working hours of the project team.
- Time Tracker Settings can be configured according to the company's needs, e.g., whether hours need to be approved before invoicing and whether editing of old time entries is allowed.
Hour entry methods
Hours can be tracked in several different ways:
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- from the calendar by drawing or dragging
- as a bulk entry for multiple days at once
- using the start/stop clock
- from the mobile app
- for the integrated calendar event
Hour entry notifications
Notifications within the program or via email help staff and supervisors to manage hour entries and related actions.
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- Reminders for missing hour entries
- Notifications for hours awaiting approval
- Notifications for exceeding the balance limit
Hour entry statuses
The program can enable hour submitting and/or approval features to ensure that all tracked hours are reviewed before approval or invoicing. It is also possible to filter self-created hour reports based on the statuses of hours. Hours can be displayed as waiting, sent, approved, or rejected.
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- Your own approval, i.e. hour submitting
- Approval from the supervisor or project manager
- Overtime hours approval
Invoicing hour entries
Hourly invoicing allows for the creation of project invoices based on actual working hours. The cost incurred from the work hours, namely internal hourly cost, is set on a per-user basis. Billable hours and sales price can, on the other hand, be defined in various ways, such as by type of work or by project.
Work hours can be grouped on invoices, for example, by staff, and if necessary, a PDF hour report can be added as an attachment to the invoice. Hour-based project invoices can be created
- manually
- by automation or
- by mass invoicing method.
Tracking hour balances
Work hours accumulation can be tracked using balances.
- Hour balance is automatically formed from hours that exceed or fall short of the expected working time.
- Overtime hours are marked by the user as overtime.
Reporting hours
The software offers extensive possibilities for reporting hours.
- Graphical hours BI report
- New reports' default hour reports
- New hour reports can be created by yourself with desired columns, filters, and groupings.