Expense Timesheet Template

Create expense templates to automate entering new expenses and mileage.  After creating the template, users will see the new item in their timesheets.  They will simply enter a quantity for each one they spent money on.

One example of an expense template might be for travel you do repeatedly.  Let’s say you drive to a nearby city several times per month.  Each time you drive, the mileage is the same.  It’s all deductible, so you could create an expense template that represents that dive.  After creating the template, you could simply enter the number ‘1’ into the timesheet next to that line item.  the ‘1’ represents driving once.  Enter ‘2’ for two trips.  New expense records are created for each value you enter into the timesheet.

Simple Timesheet Notes

Standard Time® allows you to put notes in with your time. Keep track of projects and remind yourself along the way!

These timesheet notes can serve many purposes.  They can find their way onto client invoices.  They can act as project status in a report.  Or, they can simply remind you of what you did.  Consider this the biggest project communication tool you have.  It is your memory… it is your direct communication to clients and consumers of your project work… and it is historical documentation your organization can rely on.

All that from a simple edit field in a project timesheet?

Not really… there are other time log fields that serve the same purpose.  Don’t overlook the start and stop times.  Those simple fields mean a lot to consumers of your work.  The date alone is big.  The timestamp is better, but not always necessary or used.  And consider that the project, subproject, client, and category all help to categorize the work you do.  All that is collected without a lot of effort, but those who view your historical records find it invaluable.

 

PTO and Time Off Tracking

Having a solution for PTO and time off requests is just as important as project tracking. Putting the PTO options right in with the project tasks means the users can quickly enter time off requests at the same time they enter project task actuals. This solution lets you do both, and that means you get a nice complete solution.

Project Revenue Win/Loss Chart

Standard Time® lets you see revenue estimates for your projects. Project revenue estimates are like Win/Loss charts.  Another analogy is the traditional sales funnel.  You win some projects, you lose others.  And when predicting, you set a percentage of likely win.  This chart shows the possible outcome over the next 12 months.

Project Management

Manage the projects and tasks that show up in the timesheet.  Employees only see tasks that are assigned to them.  That makes collecting time for tasks easier.  Employees aren’t so barraged with projects and tasks that they can’t find the ones they are working on.

Creating a New Project

Use these steps to create a new project, and then assign it to users. The project can contain tasks. It can be assigned by a client. And the project, tasks, and client will show up in the timesheet.

Graphical Timesheet

Did you know there is a graphical timesheet in Standard Time®?  There is!  (In the Windows Edition, that is.)  Just click the little gray icon at the top of the timesheet and choose ‘Daily Hours’.  This mode displays time graphically on a daily schedule.  Watch the video below to learn more.

The graphical mode lets you see each time entry as a colored block on the screen.  You can easily spot overlapping time entries and correct them.

Filtering the Timesheet

Use filtering in the Standard Time® timesheet to show employee hours, or a single project, or client.  The filtering tree at the left side of the timesheet can be used to find certain information or to edit an employee timesheet.