Setting Up Timesheets

shereerolton39116

Dear all

Our company would like to use Smartsheets for timesheets.  I have been trying to get up to date on best way to do this on the smartsheet site and also reading queries raised in the community - however would appreciate if someone is able to share a form they have already created with drop down boxes for client names / perhaps work type description - any help appreciated.

Also when the timesheet is returned what is the best way to capture the data for future use and automate this information in a central area for use.  ie we are capturing the client project planned and forecast time in smartsheets and then this actual time will need to also be captured for billing and reporting purposes.

We only have 40 staff & 7 clients so this should be an easy process to implement compared to larger companies.

best regards

Sheree

Mike Wilday

Hi Sheree, 

I am not sure why, but Smartsheets does not have a lot of time functionality. I was able to find this template regarding time tracker, but its more of a keeping track of the number of hours worked as opposed to a time card itself. https://www.smartsheet.com/solutions/time-tracker-for-client-projects-with-form

Here is another link to review regarding the subject:

https://community.smartsheet.com/discussion/can-you-use-smart-sheets-time-tracking

Even Smartsheet themselves recommends using Excel for time card functionalities

https://www.smartsheet.com/free-timesheet-and-time-card-templates

JohnQ

Hello Sheree,

Our company has begun to use Smartsheet for project management, we want to implement timesheets as part of this journey. I found your “Setting Up Timesheets” post but I think there was not a satisfactory answer! Did you in fact solve the problem, did you find a good solution and can you to share it? I really appreciate any help you or the community can offer. Thank you. John 

Andrée Starå

Hi John,

How do you want to use it? Do you need to track internal time or external or both? By the minute or by specific intervals?

Can you describe your process in more detail and maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

JohnQ

Hello Andree, We want to track internal time in Horus and Minutes (0.1 H = 6 Mins) spent on specific tasks on projects. We have about 30 engineers and about 20 projects at any one time. From the captured time we want to provide data for customer monthly invoicing and report on engineer weekly utilization (billable time v’s non billable). I think I can work out how to do the time entry into a mastertime sheet, I need help with the invoicing & utilization do. Any examples or suggestions would be appreciated.  BR: John

Andrée Starå

Ok.

For the invoicing part, you could use the integration with Google Docs to create the invoices, but I imagine that there are multiple lines per invoice and then the sheet(s) need to be set up in a specific way.

Another method could be to use a third-party integration like Zapier to copy rows to another sheet or sheets and then use that for the invoice or connect it to another solution.

Hope that helps!

I'd be happy to schedule a short meeting and share some ideas. Feel free to reach out to me at andree@getdone.se, and well take it from there.

Andrée Starå

John,

Forgot to mention the integration with Harvest. That could also be an excellent option.

https://www.smartsheet.com/apps/harvest?s=219

Hope that helps!