When your time tracking setting is set to Itemized Tracking, your team can use Time + Fee categories to describe their entry. Examples are, “meeting,” “production,” “non-billable,” etc. You can create additional, project specific categories within the budget settings of each project. In Reports, you can group the data by categories so you can see how much time is spent on each category.
To get the full benefit of categories, we recommend standardizing categories ahead of time based on what makes the most sense for your team. We’ve found that 8-15 categories is a good number to start with, but every organization will be different. You can add and remove categories later as you better understand your company’s reporting habits.
Best practices for using Categories:
- Create categories that your team will use most often in Account Settings > Time & Fee Categories
- Categories can also be created at the project level. Your team will be able to choose from both account-wide and project-specific categories when entering time.
- When creating categories, think about the different types of work your team does and what would provide meaningful data in reports. Brainstorm a list and see which ones can be combined or excluded.
- Categories are completely customizable. Some examples to get you started are: Planning, Production, Travel, Team Meetings, and Testing.