Timesheet and estimate vs actual
Enter hours week by week, paste from Excel, submit a week, and read a project's estimate vs actual.
“Timesheet” in the sidebar is where you enter the hours you worked per task, one week (Monday to Sunday) at a time. A project’s “Estimate vs actual” tab compares those hours with its estimates.
Enter hours
- “Add row” picks what you worked on
- Your open tasks are listed; one click adds one
- Or pick a project, then a task or “No task (project in general)”
- For work outside projects, such as internal meetings or training, type a name
- Type hours into each day’s cell (decimals like 0.5 are fine)
- “Save” stores the week
To continue last week’s work, “Same rows as last week” copies the rows (without hours).
Paste from Excel
Copy a range in Excel or a spreadsheet, select the top-left cell to fill and paste: the hours fill several rows and days at once. Lines beyond the last row are skipped, so add rows first.
The numbers
| Column | Meaning |
|---|---|
| Total | The row’s hours this week |
| Left of estimate | The task’s estimate (hours) minus everyone’s hours on it so far. Negative means over the estimate |
| Day total | Hours that day. A day over 24 hours cannot be saved |
| Week / standard | The week’s total against the standard 40 hours, and how much over |
Submit a week
When the week is complete, press “Submit week”. Unsaved hours are saved first. You can still correct a submitted week, or “Withdraw” the submission.
Whose timesheets you can see
| Who | Sees | Edits |
|---|---|---|
| Everyone | Their own | Their own |
| Department heads | People in their departments | No |
| Company administrators | Everyone in their company | Everyone in their company |
| Group administrators | Everyone | Everyone |
When you can see more than one person, switch between them at the top right.
Estimate vs actual
A project’s “Estimate vs actual” tab compares won estimates with the hours entered, at 8 hours per person-day. Partner (BP) users do not see it.
- Effort (actual / estimate): the effort of won one-time estimates (initial and additional) against the hours so far. Amber above 90%, red above 100%
- This month: hours entered this month
- Actual cost: hours × each person’s unit cost, shown only to those who see unit costs (sales, administrators, accounting; see Who sees the money)
- By phase: top-level tasks with sub-tasks count as phases. A phase’s estimate is the sum of its tasks’ estimates (hours). Hours not on any task go to “Outside phases”
- By person: hours per person
Build phases in the Gantt chart (Tasks) and give tasks an estimate in hours to see which phase is running over.