Create and edit a time tracking entry

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Read here how to post costs and working hours in InLoox PM Web App. The system assigns the effort to the project plan automatically and stores a separate cost record.

If you want to record your personal actual hours, proceed as follows:

  1. Open an existing project with an existing planning.

    For more information on how to create a planning, see Create planning elements.

  2. In the project, on the Start tab, in the Sections group, click Time Tracking.
  3. On the Time Tracking page, in the Edit group, click New.
  4. In the New Entry dialog box select one of following:

    • General information on the time tracking entry on the Standard tab
      • In the Date and Duration area select the Start date time and Duration.
      • In the Allocation area select the Group or Activity / Milestone option from the planning, to which this entry belongs.
      • In the Description field enter a text, e.g. the location of the service, the team member name, the meeting results or internal remarks.
        InLoox PM Web App provides you with different formatting features for the Description field text. For more information about these features see Create and change comments, in the Customize a comment section.
    • More information on the time tracking entry on the Details tab
      • In the Details area choose from the Flag drop-down list a colour to mark the item in the time tracking overview.
        • Select the Is billable control box to bill this entry on the Budget page. The entries with this status are included in the actual revenues of the project budget.
        • In the Performed by box choose a name of the person, who carried out the item. Click Performed by and choose a name from the Select contact dialog box.

          • InLoox PM Web App saves automatically the name of the person, who created the item or last edited it.
          • Use the quick selection to add a new resource. Click the Arrow to see all resources in the drop-down list all resources, which have been added to the project.
    • Adding documents on the Documents tab
      • On this tab, click New to add a new document.
        • Click Link, if you want to add an existing document from the Document page.
        • Click Document to add a new one.

        • For more information on how to add a document, see Create and edit a document.
        • Now, you can see the added document on the time tracking list marked with a symbol . Click this symbol to open the document. This document is also saved on the Documents page.
    • Further information on the time tracking entry on the Custom tab
      • Click in the previously created custom field and enter a new value.

        For more information on how to add a new custom field in InLoox PM Web App, see Create custom fields.