Project Tracking and Billing

Many businesses want to track their labor costs so that they can bill their clients or because they want to track their labor costs against an estimated bid. If you are looking to track how much time workers are spending on particular projects or tasks then Everee’s project tracking is what we recommend. 

With project tracking and billing you will be able to:

1. Create and manage the projects and tasks you need information about
2. Identify which worker types (hourly, salary or contractors) need to track time against a project (note: this tool is not the same as our Time clock)
3. Run a report to understand the time spent and estimated labor costs for any project or task

Additionally, you will be able to:

1. Have contractors or salary workers to track time

1. CREATE AND MANAGE YOUR PROJECTS AND TASKS

The first thing you need to do is create projects and tasks you want your teammates to log time against. We call them “projects” and “tasks” but you can label them anything you want. 

A couple of notes about Projects and Tasks

• You can create as many projects as you want
• You can create as many tasks as you want
• Projects don't require tasks but you must have a project before you can create a task
• You can archive / unarchive projects. If you archive a project you will also automatically archive the tasks associated with the project. If you unarchive a project you will also have to unarchive all of the tasks you need. 
• You can archive / unarchive tasks. 
• When you archive a project/task it just means that your workers can no longer add time to these but you still have access to the historical data.
• Workers will see all projects/tasks  

2. IDENTIFY WHICH WORKER TYPES WHICH NEED TO TRACK PROJECT TIME:

Next you need to determine and set which worker types will be able to track time against projects and tasks. You can do this from Account > Time Settings

Note: the Everee Time clock is not required to be toggled on to enable this service. Time clock is to track hours worked by hourly employees and is integrated with our payroll service. Project tracking is just asking workers to collect time on the projects and tasks you create. 

NOW WORKERS CAN START TO TRACK PROJECT TIME:

Workers can add project time from either the web app or the Everee mobile app. 

Note: our web app supports both desktop and mobile friendly experiences.

Workers can access the time tracker from the navigation menu

Here's a help article you can share with your team on how they can do this

A couple of notes about adding time: 

• Time can only be added, we don't actively track time. 
• Hourly employees can only add time for days which they have worked and they can't exceed the number of hours they were clocked in for.
• Salary and Contract workers can add as many hours as necessary. 
• Hour must be added on a daily basis vs weekly. We designed it this way so that reporting will be highly flexible  

3. RUN A REPORT ON PROJECT TIME:

Finally, you can run a report on how much time is being worked by these groups. You can access this report from Reports>Project Tracking

You can also find the report on the Project Tracking page

A couple of notes about reporting:

• You can view the data by Day, by Project / Task
• You can also view which workers have submitted time and which haven't by viewing the Utilization report
• If you need some estimated labor costs by projects we recommend using the Details report. This report will give you a labor cost for salary employees, an estimated labor cost for hourly employees (estimated because we aren't able to include OT details in this report), and although we can't provide a labor cost for any contractors you can get that by adding their hourly wage into the download.