Procedures

Track time spent on a Service Call, a Project Task, or a Sales Opportunity

You may add your Time Bill record in a few ways, from the

• Call / Task / Sales Opportunity form itself, or
• View > My Tasks, or
• Resource Console

Time Bill against a Service Call

2:52

Time Bill Against a Service Call

Time Bill Against a Service Call

1. On the Call form, click on the Time Bill icon to start a Time Bill
2. Click OK on the pop up window to confirm
3. The same Time Bill may be stopped by clicking the Time Bill icon again
4. Changes to fields on the Time Bill may be made by clicking the EDIT button, making the changes, and then clicking the SAVE button

Time Bill against a Project Task or Sub Task

0:37

Time Bill From Project Task

Time Bill against a Project Task or SubTask

1. On the Project Task form, click on the Time Bill icon to start a Time Bill
2. Click OK on the pop up window to confirm
3. The same Time Bill may be stopped by clicking the Time Bill icon again
4. Changes to fields on the Time Bill may be made by clicking the EDIT button, making the changes, and then clicking the SAVE button

Time Bill against a Sales Opportunity

1:17

Time Bill Against an Opportunity

Time Bill against a Sales Opportunity

Method 1:

1. On the My Task List, click on the Time Bill icon in the Start/Stop column to start a Time Bill
2. Click OK on the pop up window to confirm
3. The same Time Bill may be stopped by clicking the Time Bill icon on the active Time Bill
4. Changes to fields on the Time Bill may be made by clicking the EDIT button, making the changes, and then clicking the SAVE button – Note: Category is a required field

Method 2:

1. On the Opportunity form, click on the Time Bill icon to start a Time Bill
2. Fill in desired fields (note that Category is a REQUIRED field), click SAVE
3. The same Time Bill may be stopped by clicking the Time Bill icon on the active Time Bill

Time Bill from My Tasks

1:09

Time Bill from My Tasks

Time Bill from My Tasks

1. On the My Task List, click on the Time Bill icon in the Start/Stop column to start a Time Bill
2. Click OK on the pop up window to confirm
3. The same Time Bill may be stopped by clicking the Time Bill icon on the active Time Bill
4. Changes to fields on the Time Bill may be made by clicking the EDIT button, making the changes, and then clicking the SAVE button – Note: Category is a required field

Time Bill from Resource Console

1:07

Start and stop time bills in the Resource Console

1. Locate the Sub Task on the Resource Console grid
2. Click on the appropriate icon to start a Time Bill for this Task
3. Click on the appropriate icon on the Sub Task to stop this Time Bill, OR use the Start/Stop column in the grid below OR start any other Task Time Bill, which will stop the previous Time Bill