Data Creation for Project Time Tracking

Add Clients

To add customers, navigate to the “Data Administration” module on the left side of the software. A click on it will open several options, where you can select “Clients”. If you haven’t deleted the demo data yet, you will find some sample entries listed here. Click on “Add Client.”

Manually Create Clients

Next, enter the client’s name and, optionally, assign a color to make it easier to differentiate.

On the right side, you’ll see the option “Show Contact Information” in blue. Here, you can enter all relevant information, such as contact person, phone number, email, etc. Once all data is entered, click “Save.”

Client Information

If you only want to book projects to your own company and not separate customers, it’s sufficient to create just one client—your own company.

Import Clients

Alternatively, you can import your customer data. This is done via the menu under Settings > General > Data Import. Select “Client” and simply upload the CSV file, and the data will be automatically imported by TimeTrack. To help streamline the process, we’ve created templates to guide you on how best to format your customer data for smooth import into TimeTrack. You can also import projects, tasks, and expenses. Here’s a link to the Data Import guide.

You can assign clients to various projects.

Create Projects

Under Data Administration, click on “Projects.” Here, you’ll also find our project examples listed. If you want to create your own project, click on “Add Project.” This is where you can assign a customer to the project.

Then, define the project name, color, project number (if applicable), address, currency, and hashtags. For more information on why and how to create hashtags, check out this article.

You also have the option to upload external project documentation and assign the project to a project manager and employees.

Project Planning & Defining Budgets

You have the option to plan the overall project by defining the project duration and budget. If you want to add further details, click on the blue text “Show Detailed Project Planning,” which provides you with various options.

Detailed Project Planning – Tasks

You can define individual tasks. There is also the option to import tasks.

For each task that should be completed as part of the project, you can set both a duration and a budget. You will encounter a checkbox that configures whether only tasks predefined in the project planning are available for time tracking. These tasks will then be the only ones selectable in project time tracking.

Detailed Planning – Expenses

You can also plan expenses related to the tasks with a budget. After entering all necessary information, click on “Add.”

After this step, you can decide whether tasks, notes, and approvals should be mandatory during project time tracking. You can find these options under General Settings.

Create Tasks

To create tasks, simply follow the same steps as for creating customers and projects. Navigate to “Data Administration,” select the “Tasks” module, and click on “Add Task.” Tasks include all activities that arise within a project or the various work areas that need to be handled within the project.

With this step, you’ve completed all necessary data entry to begin project time tracking. Take a look at our videos, which show you how time tracking works in our software.