Summary
This article covers how to track time using the Timesheet model. You’ll learn which key data points to capture, how to organize fields, and how to create Global Filters to analyze time logged across projects and team members.
Who is this article for?
Planhat builders/admins who configure their tenant for their team (e.g. CS Ops).
This article is part of the Data Models Course.
Article Contents
Introduction
Tracking time is a key part of project management and service delivery, and with Planhat, it’s simple and flexible. Whether you’re logging time for a single task or submitting a full timesheet for approval, Planhat makes it easy to capture and submit time entries.
This article is focused on the Timesheet, which is a collection of time entries for a period.
Key System Fields
The basic Timesheet Fields are:
Name
Date
Submitted By
Status
Time Entries
Date of Approval
Date From
Date To
Key Custom Fields
Some commonly used Custom Fields for additional insight include:
Hours
Total Cost - total cost
Total Billed - total billed
Weekly Profit
Average Billing Rate
Reason for Return (rich text)
Field Groups
Now that you have an understanding of the Key Fields, you can set them up in Field Groups, which live in Profile > Profile Templates. This determines what shows in Previews and full-page profiles for Timesheets.
Let’s look at how to group them in a logical way. We recommend a set up as below:
For more information on Field Groups, take a look at Help Center Article: Field Groups.
And for an in-depth breakdown on all things Profile related, take a look at our Help Center Article: An introduction to Profiles / Previews, the How-To Library in app, or check out the Dojo course related to Profiles.
Lastly - for more info on Timesheets, see this Help Center Article.