Edition: Professional, Business, Enterprise
User-level: User, Assistant project manager, Project manager, Director, Assistant administrator, System administrator
Previous steps: N/A
Use timesheets to record how many hours you have spent working on project tasks
What are timesheets and why use them?
Use timesheets to record how many hours your team have spent working on project tasks.
When a timesheet is created, they are linked to projects. This creates a transaction against the project and allows you to report on how profitable your projects are.
Use the Internal project to record time spent on non-billable internal tasks such as general administration or annual leave.
How to Enter Timesheets
1. Go to Organisation > Timesheets
2.Choose the project you're working on from the project drop-down menu. Choose the stage and task.
3.Enter the time worked against this task under the day of the week.
4. (Optional: Add a note in the text box under the time spent)
5. Save.
How to add time using Timers
Use timers to record exactly how long you're working on a task and add it directly to your timesheet.
1.Open Timers at the bottom of the timesheet screen.
2.Add the timer to your timesheet
3. Add the project, stage and task from the dropdown menus.
4. (Optional: Add a note in the text box under the time spent)
5. Save.
Create a timesheet from the history tab
The history rows to the bottom of the timesheet screen allow you to quickly enter a new weekly timesheet using projects entered in the last week.
1. Open History at the bottom of the timesheet screen.
2. Add a previous task to your timesheet
3.Add the time worked against this task under the day of the week.
4.(Optional: Add a note in the text box under the time spent)
5.Save.
How to edit timesheets
1.Hover over the timesheet line you would like to edit, select the '...' on the right-hand side of the bar and select 'Edit details'.
2.This unlocks all project information fields on the timesheet line including the project, stage, task rate and hours entered against days.
3.Select save in the top right hand corner of the screen to save your changes to the timesheet.
You can only update timesheets that are in WIP, Written off or Queried status.
Timesheet leaderboard
Use the timesheet leader board to see how you rank against other staff in your organisation for entering your timesheets on time
You can view your leaderboard position in the stats bar
Click into the timesheet leaderboard position on the stats bar to see the whole leaderboard
Reporting on timesheets
Synergy offers a number of default reports that allow you to report on timesheets, these are outlined below.
Timesheet report: Shows hours totalled by staff member / Project / Stage / Task / day of week for the nominated period
Timesheet - weekly view: Shows hours totalled by staff member / Project / Stage / Task / day of week for the nominated period
Timesheet - Payroll - leave hours: Shows total leave hours by staff name by leave type
Timesheet - Payroll - total hours: Shows total hours by staff name by week in nominated period
Where to next?
What other features does this relate to?
Rates, Overtime rates