- Knowledge Base
- Clients
- Time Tracking
- What is time tracking in the clients module
- How to add a run
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- Department transactions
- How to edit a transaction
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- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
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- How to transfer (in) an asset
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- Introduction
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- Time Tracking
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- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
What is time tracking in the clients module
The Time Tracking section in the Clients module provides a consolidated overview of tracked time across all clients where time tracking is enabled—either within individual client settings or at a higher organizational level.
This view helps you analyze effort estimates, time spent, and due dates across multiple clients, offering valuable insight into overall resource utilization and workload distribution. It is especially useful when evaluating whether your team has the capacity to take on new clients or additional projects.
The data presented in this section also serves as an indicator of client performance and operational efficiency, allowing you to identify areas that are running smoothly and those that may require further attention or optimization.
To see all clients’ time tracking, go to the Clients module and click the Time Tracking tab in the navigation header.
You can filter the Clients task list view by active, inactive, or both. The Tasks, Allocations and the Summary tabs will be displayed. From here you can review tasks, manage allocations and see a summary of billable and non-billable hours.
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