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Customization
| Flexible User Defined Categories |
Track time to flexible user-defined categories such as customers/clients, projects/jobs, tasks, sub-tasks, systems, products, services, or any other items that you choose. Categories may contain sub-categories to any level that you need.
Unlike other time tracking programs you are free to create whatever hierarchy of categories that you need. For example, if you need to track time only to customers, or do not have external customers and only need to track time to projects then Complete Time Tracking can be configured to do exactly that.
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Energex Inc |
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General |
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Meetings |
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Support |
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Systems |
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File Server |
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Web Server |
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Gavin Brown |
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Distributed Intranet |
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Implementation |
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Review Spec. |
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Future Projects |
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Personal |
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The items listed on the left show a portion of an example category structure representing customers, projects within each customer, and tasks within each project. |
| The screenshot on the right shows the full category tree including the previous category structure as it would appear when configuring categories, editing time or generating reports in Complete Time Tracking. |
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When recording time, automatically or manually, in the main time tracking window you select the category to record the time to using a simple popup menu. |
Categories in Complete Time Tracking are simple, flexible and customizable. |
| Category Templates |
If many of your categories follow the same general structure, such as a common list of tasks for each project, you can create category templates which define the common structures. A complete task list is automatically created when you create a new project from the template.
If you later add a new task to the project template you can optionally add the task to all existing projects based on the template.
Categories and their subcategories can also be copied to easily duplicate a project. |
| Billing |
You can track billing amounts for time entries by setting hourly charge rates for each customer or project (or any defined category) for project-based billing.
Alternatively you can set hourly charge rates for each user/staff member (Professional edition) to charge staff out at different rates. |
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By creating a category for each customer (and optionally project) you can easily generate billing reports, either for all customers or for an individual customer, with sub-totals by date or by project. |
By setting staff cost hourly rates you can track the labor cost for projects and tasks and compare it with the charge amount to determine profitability (Professional edition). |
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| Custom Category Codes |
If you also work with a separate project management or accounting system you can assign the codes used in that system to the categories that you define in Complete Time Tracking.
The category codes appear when selecting categories and are displayed in reports, allowing you to easily match the information between Complete Time Tracking and the external system. |
| Hide Unused Categories |
| When a category is no longer actively used, such as a category representing a project and the project is complete, the category can be hidden from view to improve the usability of category selection. |
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You can quickly show hidden categories if necessary and categories can be easily made visible if they become active again. |
| Set Project and Task Percent Complete |
| By setting the percent complete for a category you can track its progress. An optional setting can set the category to be hidden from time tracking selection when you mark the category to 100% complete. |
| Flexible Time Durations |
You can select the time duration display format used to show recorded time durations in various windows, and in reports and exported data.
The duration for recorded time can be manually adjusted to allow you to implement rounding rules, such as rounding up time to intervals such as 0.1 hours, 15 minutes and so on. |
| Many Time Entry Formats |
For convenience start and end times manually entered can be specified in more than 10 different formats, many of which are shown in the following list.
9, 9am, 930, 9:30, 09:30, 9.30, 93045, 9:30:45, 9:30AM, 9:30 am
Additionally, times crossing midday are conveniently interpreted as pre-midday and post-midday even when you don't specify it explicitly. For example, a start time of 9 is interpreted as 09:00 (9AM), and an end time of 2 in this situation is interpreted as 14:00 (2PM), not 02:00 (2AM). |
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