Set up
- Create one project per client or per contract.
- Assign only the people who work for that client.
- Ask people to stop and start the timer when they switch clients, so each session belongs to one project.
At the end of the month
- Open Project Tracking and choose the monthly period.
- Filter by the project.
- Select the download button. The Excel file has total and productive hours per project, contributions per person and a daily breakdown.
Tips
- Decide with your client whether you bill logged hours or productive hours, and stay consistent.
- Archive the project when the contract ends to keep the desktop app list short.
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