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Interview: Better than a Spreadsheet

A spreadsheet looks really inviting; free! If you have a small business with a few employees and don’t have to send any invoices, then it probably is OK. But multiple projects, many employees and different billing rates for them all is when you need a professional timesheet.

All true…

But here are some reasons spreadsheet are not the best tool for tracking client hours.

  1. You can easily make the mistake of entering hours into the wrong employee.
  2. Same with the wrong project
  3. Same with the wrong client
  4. You can’t sync with a neato time tracking app like Standard Time®.
  5. You can’t easily share the spreadsheet on the web without collisions.
  6. You don’t get any email notifications when things are wrong.
  7. You don’t get any real project status.

So… that free timesheet may be costing you more than you think.

Check this out.

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Interview: Task Warnings to Keep Projects on Budget

Here’s a project management tip to help keep projects on schedule and on budget.  (scroll down to watch the video)

It’s called ‘Tasks Warnings’ and it works like this….

When employees near the end of certain tasks, a message appears telling them to finish up.  If they continue until the task is over-complete, another message will appear, and they will no longer be able to add time to the task.

This strategy nudges employees to completion, and prevents huge overruns of time and money.

Employees are encouraged (by the software) to finish early, move on to the next task, and keep the project going.

Watch the video and let us know what you think!

 

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Interview: Quick Tasks

Quick Tasks are great way to collect ‘Actual Work’ hours from employees.  Users simply click a checkbox to start a timer, and click again to stop.  Hours between those two clicks are automatically entered into the timesheet.  (scroll down for video)

No manual time entry is required.  Just click… click… click throughout the day.  All task hours are collected up in the timesheet.

Every time log created by this process has the following fields available for reporting.

  1. Start and stop time
  2. Actual duration, in hours
  3. Client and project
  4. Project task that was clicked
  5. Category to describe the type of work performed
  6. Any custom fields, copied from the project task

As you can see, you are collecting a lot of information for each click.  There is enough information to invoice clients, pay employees, expense or capitalize projects, or just see where your employee time is being spent.  All that is collected with two lowly clicks.  🙂

 

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Better Than a Spreadsheet

Are you using a spreadsheet to track time, bill clients or using multiple billing rates? Spreadsheets aren’t cost effective in this case.  Consider using Standard Time® instead.  (scroll down for the video)

Here’s the problem.  If want to track client billable hours in a spreadsheet, you’ll need rows or columns for clients, projects, employees, billing rates for each client, days, and hours.  That’s a busy spreadsheet.  In addition, you’ll need formulas and summations to arrive at client billing amounts.

Somebody has to program all that!

And somebody has to maintain the spreadsheet when new clients, projects, employees, and rates change.  Remembering where everything is can be hard enough.  But what if the person who developed the spreadsheet leaves the company?  Things get pretty hard.

There are other issues using a spreadsheet for time tracking.

Employees can’t sync their time with a smartphone time tracking app like Standard Time.  You can’t really share the spreadsheet on the web without locking it for the current user.  The spreadsheet doesn’t check to see if you entered your time into the correct user or project.  And, you could even enter time into the wrong time slot.

A professional time tracking app fixes all that.  You might find that your ‘free’ timesheet is costing you more that you realized.

Click here to download Standard Time.

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Interview: Project Rollups

Total up actual work hours with project rollups. Each column (duration, actual work, Gantt column, etc) has a total or rollup. You can see the status of your project from those totals.

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Five Timesheet Features

More than a timesheet! 5 features to make time keeping even easier.  (scroll down for video)

  1. Project task list
  2. Time log list
  3. Expense and mileage tracking
  4. Customizable invoice templates
  5. Request PTO and other time off

Project task list.  This timesheet has a full project hierarchy.  That means you have projects, subprojects, and tasks.  Each task has estimates, actual work, percent complete, and a Gantt bar.

Time log list.  Actually, the time log contains the same information as the timesheet.  It’s just organized differently for ease of use.

Expense and mileage tracking.  You can enter expenses on a one-off basis, plus enter quantities of expenses or miles using a template.

Customizable invoice templates.  Create your own client invoice templates with your own logo and company style.

Request PTO and other time off.  Employees can submit time off requests, plus the system will accrue hours for vacation and other time off

What do you think?  Is that more than a timesheet?  🙂

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Employee Availability

Project managers can know when employees are available for upcoming projects. With the Standard Time® project management app a graph shows when an employee is available to work, is overloaded with work and is scheduled to work.

Scroll down to view the video.

The employee availability graph uses both projects and project tasks to determine when employees are available for work.

The simplest method takes employee assignments from projects and plots them on the graph.  For example: if a person is assigned 25% of their day to a project, you’ll see small bars.  If they are assigned to four such projects, the graph will fill up completely.

A more complex example is assigning project tasks.  All the task assignments are totaled up for each time period and graphed.  You can easily see when a person is overloaded or under-allocated.

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Interview: Project Revenue

Look into the crystal ball – you can tell the future revenue with Standard Time®.

Well, sort of…

You can predict future project revenue  (scroll down for the video) with a nice little project sales funnel.  Here’s how it works:

1. You enter the estimated sales revenue for each project
2. You enter the likeliness of winning the project
3. You set the dates you expect to see the revenue
4. Open the Project Revenue chart and see all the projects added together

Projects with a high likeliness of winning influence the chart more than those with low percentages.

Download and give it a try.

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Interview: Timesheet Tasks

The following interview with Ray White of Scoutwest, Inc. will explain who can see your timesheet and also explain favorites. While entering time for a project you don’t have to wade through a long list, just choose your favorites and only see those.

Mr. White also describes who can view your timesheet and who cannot.  Normally, your timesheet is private.  No other employees can see it.  But your boss can.  Executives and project managers may also be able to see your timesheet, depending upon their access rights.

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Task Percentage Warnings

Companies can limit employee’s “task lingering” on projects. This video shows you how to do that in the Standard Time® timesheet.

Employees sometimes camp out on familiar tasks, and don’t move on.  Maybe they are unfamiliar with upcoming tasks, or maybe they just don’t want to move on for some reason.  In any case, it can cost you money when employees don’t finish up and move on to new tasks.

There’s a nice feature that prevents this.  (Scroll down to see the video)

You can no set a percent level that warns employees when they are getting close to finishing a task.  There is another percentage level that prevents all new time input.  The first one let’s them know it’s time to finish up.  The second one locks them out entirely.  Implementing a task plan like this helps improve project efficiency.