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Managing PM Timesheets

Updated over a week ago

Overview

The Timesheet Management (Account Admin View) provides full visibility and control over all Project Manager (PM) time entries within the account.

Account Admins can:

  • Configure PM payment settings

  • Monitor billable and non-billable hours

  • Export timesheet records in .xlsx format

  • Use data for financial control and payment processing

Index

  1. Initial PM Configuration

  2. How Project and Currency Synchronization Works

  3. Viewing PM Timesheet Records

  4. Filtering and Monitoring Entries

  5. Exporting Timesheet Data

  6. Using Timesheet Data for Payment Processing

1. Initial PM Configuration

Before a PM can log hours, you must configure their payment settings.

Setting Hourly Rate and Currency

  1. Open the PM’s user profile

  2. Navigate to Billing & Languages

  3. Define:

    • Hourly Rate

    • Currency

This ensures that worked hours are aligned with the correct financial settings.

2. How Project and Currency Synchronization Works

Once configured:

  • All projects assigned to the PM automatically sync with the Timesheet.

  • The system considers:

    • The PM’s configured currency

    • The project’s defined currency

This guarantees consistency in financial calculations and reporting.

3. Viewing PM Timesheet Records

Account Admins have access to:

  • The work logs of all PMs within the account

  • Weekly timesheet entries

  • Billable and non-billable distinctions

This provides full operational visibility.

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4. Filtering and Monitoring Entries

You can use filters to refine timesheet data by:

  • Type

  • Org. Unit

  • Project

  • Task

  • Billable status

This helps monitor project allocation and financial impact more effectively.

5. Exporting Timesheet Data

To export records:

  1. Access the Timesheet section

  2. Click Export

  3. The system will generate an .xlsx file

The exported file can be used for:

  • Payment processing

  • Internal financial control

  • Accounting reconciliation

  • Reporting and auditing

6. Using Timesheet Data for Payment Processing

Once PMs save their entries:

  • You can review all logged hours

  • Identify billable versus non-billable time

  • Export data to support payment workflows

Related Articles
How to manage user information
How to manage the Finance Section
Managing Hourly Rates
Managing Deliverables in a Project
Timesheet for Project Managers
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