TRACKINGTIME EXPORT DATA FULL

Just add the same User Time widget multiple times, each set to a different user. As a user, I can see a summary of my timesheet.Īs a manager, I can see all of my team’s time in one place by creating a widget per user and see a summary of their activity. There are some different outputs you can utilise in Xplan dependent upon the need for the data.Īn immediate visual of time spent within Xplan is the at-a-glance User Dashboard. When you look at this at overall workflow level, you can track how efficient different task types are. Workflow is a useful tool, as well as being able to take your users through the process, you can force users to set a time spent at task level before proceeding allowing you to see exactly how long a process tasks as well as the underlying tasks themselves.

Time can be added directly into a Task manually or added to a timer and linked back to that task.

Diary Events marked as Held will automatically count towards your time spent.

There are also other methods of recording time in Xplan:

TRACKINGTIME EXPORT DATA FULL

I’ve seen it before in another system where a user built them up all day and towards the end their computer powered off! Having to remember a full day can be tough! Tip! – Just in case, I’d advise not going more than an hour or two before completing the timestamps in your time ticker. You can also save to a specific task if you would like to link the two. Off you go! Once ready to finalise and submit, add a description for tracking, stop the timer, add a category and sub category, mark as chargeable if required and save. Start your timer and set the client name. Just go to the + in Xplan and start Timer. You will need to start the ticker when you are ready to start your day. It’s handy too as, if you change the client record whilst the timer is open, it will switch to the new client (on prompt) and save up your time until you are ready to complete them all. The most popular is the Time Taken Ticker which, once started, will count the time until you stop and save it. There are different ways of recording your time.

You can use a charge rate without a cost rate if required and each user can have a different charge rate, for example administration may be charged out at an amount different to your advisers. For example, your users cost you £40 an hour but their charge rate is £120 per hour. They say it takes 30 days for something to become a habit, consider some helpful initiatives or competitions to help it become one.Īs well as cultural change, in Xplan, you need to set the cost and/or charge rates for your users in their user profiles.Ī cost rate is how much that person costs you per hour and a charge rate is how much you would charge for that users time per hour. Consider an introduction phase where people get used to tracking time spent and making it a natural part of their day.

Missed Time: If you’ve never tracked time before and now need to remember to do so, it’s easy for you to miss time before it becomes a habit.

This helps people to buy into the requirement.

It’s worth sharing your reasons for why you are tracking time as a business and the benefits it will bring. ‘Big Brother’: Some can feel that they are being spied upon.Having worked in different practices, I’ve seen a request for people to track time produce concerns and challenges in their people: When a business starts tracking time but has not done this before, regardless of the solution used to do this, it will mean some business and cultural change. Charging: Invoicing clients based directly on the amount of time spent. 2.Profitability: Tracking how much time is spent on a client versus how much income is received from that client.ģ.

Trackingtime export data