Timesheet
Powered by Salesforce, Timesheet allows you to log work hours and holidays, generate reports, and track projects all in one place.
Evolution of Timesheet
v.1
Initial version focused on basic time tracking
Logging hours on projects for clients.
v.2
Introduced profitability tracking
- Billing rates and cost rates added.
- Ability to analyse where the company was making money.
v.3
Enhanced project lifecycle management
- Ability to track opportunities into projects and project phases.
- Seamless transition from Sales → Project (Lead > Contact > Opportunity > Project) using templates.
- Insights into most profitable tasks/clients, cost and utilisation trends over time.
Key Features of Timesheet
Timesheets
- Centralised record of all timesheet entries rolled up .
- Weekly submission to track hours utilised.
Timesheet Entries
Team log time against:
- Project & Phase (ensuring clear project tracking).
- Day of the Week and Hours Worked
- Ticket Number (e.g., Jira) for historical tracking of deliverables
- Notes for additional context, useful for client reporting.
Projects & Project Phases
- Projects: Parent object representing overall client engagements.
- Project Phases: Child object representing deliverables (e.g., Project Management, Data Analysis, Training).
- Enables accurate tracking, client visibility, and structured project management.
Timesheet throughout the Week
Start of the Week
Logging in Hours and Effort Spent Per Project
- Generate a timesheet and assign it on an individual level
- Match man hours, add notes, and select days you’ve worked on a particular project
- Give contractors access to an external portal
Middle of the Week
Sending Reminders and Filing
Leaves
- Send out a Timesheet reminder to all employees to ensure compliance
- Log in holidays by inputting their leaves
End of the Week
Submitting Timesheet and Processing Invoices
- Submit Timesheet with relevant details
- Auto-generate a report with a clear breakdown of relevant field such as Account, Type, Status, Next Steps, Overtime Allowed, Project Value, and Billable Hours among others
Timesheet throughout the Week
Improved project and resource management
Accurate payroll and
billing
Enhanced productivity insights
Increased Transparency and Accountability
Data-Driven Decision Making
Reporting and Dashboards
Comprehensive Time Tracking:
- Timesheet entries log hours worked, project phases, ticket numbers, and notes, ensuring historical tracking of deliverables.
- Track work completed against client expectations.
Project & Phase-Level Insights:
- Projects are structured into phases allowing for granular tracking of work progress.
- Enables detailed reporting on deliverables, ensuring clients have clear visibility into project status.
Accurate Billing & Forecasting:
With structured time logs, we can accurately bill clients and forecast future resource needs.
Project Management
Better Project Oversight:
- Easily track progress and ensure work stays on schedule and within the budget.
- Eliminates guesswork, making it easier to manage workloads and project timelines.
- Using reporting and dashboards, including conditional formatting, can easily see “red”, or “green” projects or hours under allocated.
Improved Resource Allocation:
- Identifies which phases require more time and resources, helping with capacity planning.
- Ensures teams are working on the right priorities.
Publicity & Media Outreach Workflows
- With real-time visibility, we can communicate clearly and accurately to clients on project progress and cost utilisation, which builds trust and transparency.
- Notes and ticket tracking provide a clear history of deliverables, reducing confusion or disputes.
User Testimonials
“Ribbonfish timesheet app is so much better ones I have historically used. Previously, it was clunky—now it’s streamlined and seamless.”
“I used to dread timesheets, but now it takes me 1-minute tops!”
“So easy to use.”
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Unlock a holistic view of all your business-related activities from inputting man hours to invoicing clients. Get in touch with our team today.