Time entries
This page describes effort tracking via time entries: why it is needed, how to enter records correctly, and how to handle typical errors.
Why time entries are needed
Time entries allow you to:
- record actual time spent on tasks and projects;
- form data for effort reporting;
- compare planned expectations with actuals and improve planning.
In addition to managerial control, time entries are often used for internal reporting and employee workload analysis.
How to add a time entry
Typical scenario:
- Open the project or task for which you need to record time.
- Create a new time entry.
- Specify the date and number of hours (and other fields if they are used in your organization).
- Save the record.
Filling recommendations
- record time as it happens, as close as possible to the work date;
- do not “accumulate” time entries until the end of the month — this increases the risk of mistakes;
- if you worked on several tasks, record time as separate entries;
- if your organization uses time entry types, choose the type that matches the nature of the work.
Checks and restrictions
Depending on configuration, restrictions may apply:
- you cannot add a time entry without a selected project or task;
- you cannot add a time entry if the task belongs to another project;
- you cannot enter time for past dates if the period is closed (if period control is used in the organization).
Common situations
Cannot add a time entry
Check:
- that the project/task for tracking is selected;
- that the user has permission to create time entries;
- that the input period is not closed by accounting rules (if period control is used).
Message “Project is not selected”
This usually means the time entry is created without linking it to a project or a task.
What to do:
- Open the required project or task.
- Create the time entry from the project/task card.
- If you enter the time entry from the general list, explicitly select the project and/or task.
Message about a task project mismatch
If the time entry is linked to a task that belongs to another project, the system may forbid saving.
What to do:
- check which project the task belongs to;
- if needed, fix the project on the task or select the correct task.