So, you’re already using Xero Projects to log your time, in order to track costs and invoice your projects more accurately. But how can you use those time entries to get insights into what your team has been working on, and where their time is going?
We’ve been hard at work to improve the ways in which you can visualise and analyse the time spent on your projects. And we’re pleased to announce the release of two new features to drive deeper visibility into your projects.
Staff time overview
You may have noticed there’s a new item in the Projects menu – the staff time overview. This new feature shows how your team’s time is spent on all projects, in a few simple clicks.
Customise the date range to see the total time entered across all projects your business has engaged with in a given period. Details like the total time entered, the amount and proportion chargeable are easily reviewed on the dashboard. Time totals are further broken down by staff member, and then by project. Taking a quick glance at this new dashboard periodically could help you identify areas of inefficiency and ensure all your staff are working on the right things.
Detailed time report
This new report takes those insights a step deeper. Located within the Xero Reports tab, the detailed time report lists all time entries for the date range selected. There are several ways you can configure this report, depending on what information you want to see.
As you would expect with Xero reports, the detailed time report is highly configurable. You can switch this layout to group by staff, contact, project name, date, task or item code. You’ll automatically see the subtotal of time tracked for your chosen grouping. This gives you the insights you need right on the screen.
A further multitude of options help you get the information that matters to you most, whether that’s the actual or total time spent, the charge out rates, the descriptions, associated invoicing information or a range of other options.
Finally, you can add filters to view entries for a particular staff member or project to really narrow down the results.
More, more, and more
We hope these new time reporting tools help you get the visibility you need to track your project performance. We’re constantly working to improve your experience with Xero Projects, and have a lot of exciting changes on the way. We love hearing your feedback so please leave a comment below!