OVERVIEW
This database is used to input information into Users’ Tracking Module as well as Management Notifications
ACTION
Add Timesheet Settings: working week, expected hours, overhead allocation & utilisation and non billable timesheets & expenses
NOTE
Access: only Company Admins, have access as this is in Admin Console
Edit: the information can be revised at any time
How to edit Timesheets’ working week
Tracking module timesheet working week is set Mon - Fri as default
Navigate to Timesheets
Navigate to the Admin Console and select Timesheet & Expenses from the grey menu
Edit working week
Select Edit working week drop down and change to desired Sun-Thur or Mon-Fri
Select Save
The Timesheet for all Users within this Office will update to reflect the new working week you have selected
How to add/edit Expected hours, Overhead Allocation & Utilisation
These are optional fields that when completed will trigger Notifications to Company Admins when falling below targets
Navigate to Timesheets
Navigate to the Admin Console and select Timesheet & Expenses from the grey menu
Add Expected hours, overhead allocation & Utilisation
Enter any applicable expected hours, overhead allocation Target utilisation, margin tolerance
Enter as desired and select Save
How to add/edit Non Billable codes for timesheets
Optional fields that will pull into the Tracking module timesheet to allow Users to book non-billable time defined categories.
Navigate to Timesheets
Navigate to the Admin Console and select Timesheet & Expenses from the grey menu
Add Non billable categories and codes
Scroll down to Non-billable categories and codes
Select add new and enter the non billable code and description
Click Save and repeat process for all other codes
How to add/edit Non-billable Expenses
Optional fields that will pull into the Tracking module expenses and allow Users to book non-billable expenses against defined categories.
Navigate to Expenses
Navigate to the Admin Console and select Timesheet & Expenses from the grey menu
Navigate to Expenses from white horizontal submenu
Add Non billable expenses
Select add new and enter the non billable expenses code and description
Click Save and repeat process for all other codes
