The Timer function can be used to calculate the time used for projects. You can set up specific types of services, such as printing or copying paperwork, accounting research or even onsite projects. The information gained from using the Time feature can then be used for a variety of needs such as allocating resources, estimating a job, or billing charges to a Community or Owner.
Getting Started
Before you can begin using the Time function you will first need to do some set up.
Time Types - Time Types are used to define categories of billable time. CLICK HERE for more information regarding how to set up Time Types.
Billing Rates - Billing rates are used to calculate an invoice for billable time. CLICK HERE for more information regarding how to set up Billing Rates.
Firm Date Range- Establish a date range for timed entries, if needed. CLICK HERE for more information.
Starting the Timer
The Timer can be started from any page. This allows the user to continue to work in uManage and utilize the Timer.
Step 1. Navigate to Activities > Time > Timer. This will cause the Time to pop up at the top of the page.
Controls
Time Type- Select the correct Time Type.
Start the Timer- Click to begin the timer.
Pause the Timer- Click the Stop Button
Reset the Timer- To start the timer over at 0:00, click the Reset button.
Save the Record- Click the Save button to save the record and calculate the time.
Delete the Record- Click the Trash icon to delete the record.
Step 2. Select the correct Time Type from the drop down menu.
Step 3. When you’re ready to begin timing your work, click Start.
Step 4. When you have finished, click the Save button to stop the timer and Save the record.
Manage Time Entries
The Manage Time Entries page allows you to create time entries without using the Timer and to add notes or make changes to existing entries. CLICK HERE for more information.
Default Time Entry
This page allows you to create a Time Entry without using the Timer. CLICK HERE for more information.
Time Analyzer
Use this page to sort and analyze Time Entries by various conditions. CLICK HERE for more information.