RELATED IDEAS
Task time allocation and view time spent to date
We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We need the staff to know when they are nearing that limit so that they can discuss with the client whether to carry on that month. It's the same for management accounts - we agree a set fee which translates into X hours. We need the staff to be able to see when they are approaching or over time on a task to prompt a discussion with the client. We're currently having to export time data, and run analysis using pivot tables which is time consuming and not immediately visible to all staff.
Hi @Guest - thanks for the suggestion, we do have time estimate against tasks and there is a view of the time logged against the task.
Having taken a look I can see that it is maybe a little disjointed - the two fields should probably be adjacent, and in the same unit of measure - perhaps colour coding would also be of assistance to indicate when the estimate is approaching and exceeded?
We are also activly working on reporting functionality so may consider what we can do there also.
Thanks,
James
Hi Laura,
I hope all is well.
I approve your idea even if I do not think that we would use your proposed feature completely the same way you intend to.
I can see a benefit for our staff being able to compare how much we think they should spend on a client (time allocated) and the time they actually spend working on the client/task. Either spend less time on the client or tell managers that the client's workload has increased and so more time needs to be dedicated on the client's file.
Now maybe time allocated/budgeted could be for the whole client or by service or by task type, or by client and then divided by service, by time type, etc.
Fingers crossed for this idea to come to fruition at some point. :-)
Many thanks,
David M