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The Best of Time Management
A selection of professional insights from the Blog archive
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Since 2008 our project management professionals have been sharing knowledge,
experience and learning with online readers via the Project Manager Blog.
Their collective wisdom provides a wealth of how to, top tips and best practice advice,
for project managers, teams and businesses.
To make their writings more accessible we’ve created a series of “Best of” project
management topics available free to download and share.
Here is a collection of excerpts and insights from blog posts that discusses the benefits
and uses of timesheets in terms of project management planning and team productivity.
Enjoy!
Jason Westland CEO
ProjectManager.com
What is a Timesheet? .................................................................................................................................. 3
How to Introduce Timesheet Software ....................................................................................................... 6
Why Timesheets Rock ................................................................................................................................. 8
Using Your Timesheet System to Improve Project Estimates ................................................................... 11
Ways to Accurately Record Time .............................................................................................................. 14
7 Characteristics of Time Tracking Systems that Work ............................................................................. 16
Getting to the Bottom of Effective Time Management ............................................................................ 19
How to Make a Timesheet That Provides Value ....................................................................................... 20
Why Timesheets are Important ................................................................................................................ 23
30 Day Free Software Trial ........................................................................................................................ 24
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What is a Timesheet?
There are different purposes a timesheet can fill depending upon what types of workers
are employed. For example:
Hourly Workers
The main purpose of the timesheet for hourly
workers is to make sure they are properly paid. This
timesheet doesn’t necessarily focus on what they
did during that time; rather, its main purpose is to
monitor the time worked.
Salaried Workers
On the other end of the spectrum are salaried workers. These workers are paid the
same regardless of how much time they put in at the job. The main focus for collecting
time from a salaried worker is to understand not necessarily how long they have been
working, but rather what they have been working on.
The following are a list of 6 purposes a timesheet serves and provides a good definition
for what is a timesheet.
1. Tracking Tool
In the examples above, the most obvious use of a timesheet is that of a tracking tool. It
allows management to monitor the comings and goings of their resources and how they
are spending their time. One thing you do not want to do is exclusively use a timesheet
as a tracking tool in the negative sense. If you are using it in a “big brother” capacity
where you are effectively watching everything everyone does then you are missing the
purpose of what is a timesheet.
You can use a timesheet as a positive aspect as well. It can uncover areas where
resources may find themselves bogged down and take longer than expected on a
project. If you see this happening across multiple resources you can use this information
to identify a broken process. Or, if you find it is happening with one or two resources,
you can use this information as a coaching opportunity to help them personally
improve.
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2. Planning Tool
Knowing how long a task, activity, phase, or some other
element of a project took in the past is invaluable when it
comes to planning your next project. Many estimates are
based upon conjecture, hypotheses, educated guesses, and
just some plain ol’ making things up.
If a timesheet has been implemented in the proper way in
your organization you can use this as a phenomenal resource
when it comes to planning your next project. For example, a
new project comes in and it seems remarkably similar to
three other projects that have been completed in the past
year.
Pull up the timesheets from those projects and get a real-world sense for exactly how
long this new project will take and use those numbers. That is a great use of timesheets
and a good answer to the question of what is a timesheet.
3. Reporting Tool
You may find yourself committing to a certain amount of work for a client each month
on a retainer basis. They have agreed to pay <x> amount of dollars for <y> amount of
work. This would be next to impossible to track without a timesheet in place. The
resources that use this timesheet simply enter their time against this client and a
particular project they are working on and at the end of the month the report is
generated. You can then filter this report down into exactly what the client is looking for
depending upon the amount of information they need.
4. Sales Tool
This may seem like a strange answer to what is a timesheet good for, but you will find
that if you provide your sales team with the facts about how long projects actually take
then this will help them sell better. Many on the sales teams don’t have an in depth
knowledge of what it takes to get the work out the door. That’s not their job. Their job is
to get work in the door. It’s your job to get work out the door. However, it’s also the
salesperson’s job to help the company make money. It’s hard for them to do this unless
they have an idea of how long something takes to complete. You can use the
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information from your timesheets to provide them with this information and provide
more accurate estimates.
5. Protective Tool
Another less than obvious answer to the “what is a timesheet” question is to use it as a
protective tool. Who needs protection? Sometimes the resources who are expected to
get the work done need protection from, sad to say, their own company. Management
may have an idea of something that needs to get done and start throwing out some
arbitrary dates for the completion of the work. These dates are 2 – 3 times more
aggressive than what these resources could currently support, especially with the
current workload upon them. But, if a timesheet mechanism is not in place to provide
this factual information it will fall upon deaf ears
and result in long days, late nights, and non-
existent weekends.
6. Barometer
A barometer provides an idea of how the weather
will be acting in the future based upon whether
the air pressure is going up or down. Based upon
these trends, people can make preparations for
rain or carry on with their activities knowing the sun will shine.
A timesheet can also be used for a similar purpose. You can use it as an early indicator if
adjustments may need to be made later in the project. For example, there was an
inordinate amount of hours that was consumed early on in the project due to technical
difficulties. You now have an indication that there may need to be some adjustments
made either later in the project, or perhaps fee adjustments, in order to get the project
back on track.
What about the question of whether a salaried person should track their time using a
timesheet? If they are involved in the production of the project or their time is billable
then they should absolutely be entering their time in a timesheet to help for all of the
reasons above.
What is a timesheet? A timesheet is a tool that can be used for much more than just
knowing when a person clocks in and out. It’s time to get out of the prehistoric ages if
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you are using it for only that purpose. Make sure to utilize your timesheet system to its
fullest extent possible and you’ll find it becomes a valuable tool for your day to day
project management.
How to Introduce Timesheet Software
First, consider some of the benefits that a timesheet solution brings to an organization if
it’s implemented correctly.
Provides a Baseline for Future
Projects
Companies that sell projects on either Fixed
Fee or Time and Material basis need to have
a solid baseline from which to estimate
future projects. Nothing ever goes as
smoothly as planned and the unexpected will
always raise its ugly head on any project.
Getting this dose of reality by understanding how long a project really takes allows for
the Sales team to set expectations and start selling more profitable work.
Uncovers Areas that can be Optimized
You may have a high-end (translated High Dollar) engineer,
developer, or other resource working on a low-end task. This
is not a smart use of that person’s time and can skew what a
project should cost to complete. You want to charge what is
fair and reasonable; however, by having to cover a high-end
resources cost you may find that you price yourself out of
the market. Using a timesheet can help uncover these areas for process improvement
and proper resource allocation.
Minimizes Those who are Underutilized or Underperform
Those who are great performers, do their job well, and contribute to the enterprise will
not mind using a timesheet. They understand the business reasons and the benefits to
them and the company. Unfortunately, there will be some who do not want their time
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to be monitored and it may be for good reason. It will become apparent that they may
be underperforming or underutilized. In either instance, efforts should be taken to
correct the situation and get them back on the right track. If, however, they can’t find it
within themselves to improve the situation they may need to find other opportunities
outside of the organization.
Understanding the benefits of implementing a time tracking software solution within an
organization is the easy part. The trick comes to obtaining buy-in from those who will
now be entering their time. While it is never easy to implement these types of changes
in any organization, the following principles will allow this transition to go a bit
smoother.
1. Build it With Them
There are a lot of decisions to make when it comes to finding the right time sheet
solution. Rather than go off and make the decision on your own and tell everyone what
you decided, get with the users of the system and see what their needs are. Get their
input into what activity should be tracked, how it should be tracked, how often it should
be tracked and how granular the activity needs to be. Is the timesheet something that
can be built in-house or is there something that already exists that meets everyone’s
needs? This inclusive approach is sure to move people away from the dark side, and at
the very least, get them toward neutral ground.
2. Help them see the Benefits of the System
People who are responsible for delivering a project see the world very differently from
the person who sells the project. Sales are out to make the deal with a “whatever it
takes” attitude. This many times leaves the people who are responsible for delivering
the project aghast at what was promised. However, they have no facts, no metrics, and
nothing more than some faint memories of late nights and cold pizza from the last
project that made it out door. Help them understand they can stop this madness by
implementing a time sheet solution and introducing a dose of reality to those who are
responsible for bringing work in the door.
3. Don’t make it Onerous
When management realizes they can start getting a glimpse into what everyone is
working on, they can get a little crazy. They want all the bells and whistles. They want 7
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levels of hierarchical activity captured in 15 minute increments with 200+ character
descriptions with painstaking detail. They want people to clock in and clock out of a web
timesheet. STOP THEM! Especially if you work in a professional environment such as
web development, design, advertising, accounting or any other field with…uh,
professionals. This is insulting, counterproductive and it can end up taking more time to
enter Time than it does to do the work. Make it easy and fast to capture their time.
4. Find an Advocate
Align yourself with someone on the team who can say “Come on Guys…it’s really not
that bad.” Sometimes that’s all it takes to turn the tide toward an easier adoption.
Companies evolve over time. Your business needs will change as well when it comes to
the timesheet solution you implement to manage your projects. Follow the principles
above when it comes to tracking time and you will quickly realize transformational
benefits.
Why Timesheets Rock
If you need to convince project team members and other stakeholders that timesheets
really are worth the investment, here are three reasons why timesheets rock.
Timesheets Help You See What Has Happened
The ‘looking back’ benefit of
timesheets is that you can see
what has happened in the
past. This is useful because
you can see which tasks are
now complete and mark them
as finished on the project
plan. That’s probably the most
basic use of a timesheet, but
you can also use the historical
data for other things.
For example, looking back over what activities have happened you can see if they
happened in the order that you expected. You can review the speed at which people
work – you might find that one data analyst on your project completes tasks much
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faster than another. This might be a sign that they are more experienced, or it could be
that they are rushing the work and you will find that their outputs are of a lower quality
than someone who takes longer.
Overall, historical timesheet data helps you see what progress has been made on your
project to date.
Timesheets Help You Plan
Appropriately
The ‘looking forward’ benefit of timesheets is that
you can use the data to help you plan more
effectively for the future. Timesheets give you lots
of historical data about how long activities are
taking and which people are most effective
working on which tasks. You can use this to plan
the rest of your project going forward.
This is especially helpful for tasks that are part of
the way through. Look at how many hours have
been spent on a task to date and take an estimate
of how complete that task is (with input from the
relevant project team member, of course). Then
you can work out how much more time is likely to
be needed on that task.
It could result in significant re-forecasting, but it is better to know and to schedule the
rest of your project activity accordingly than get a few more weeks into the project and
find that your activities are all running late.
You can also use timesheet data to plan holidays. Ask your project team members to fill
in their timesheets in advance for any days that they are scheduled to take vacation
time. You can then use these to schedule upcoming work.
Many project managers don’t have line management responsibility for their project
team members which means it is often difficult to get visibility of holidays as they don’t
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approve vacation requests. Getting this data via timesheets means at least you have
some idea of when your critical resources will be away!
Timesheets Help You Estimate More Effectively
The longer term benefit of timesheets is that you can
use the information to put together better estimates
on future projects. This is probably the most strategic
use of timesheet data and can be of most help to
those people in a Project Management Office role.
However, even as a project manager you can still
benefit from taking the time to look at historical
timesheet data and comparing it to the task
estimates.
Pick a task to review, preferably one that you do on
projects often so that it is something you will benefit
from knowing more about. Let’s take quality testing
for a new piece of software. Say that your plan
originally had a duration of 10 days for quality testing
with two people working on the task. The timesheets
show that actually the quality testing task took 12
days. That’s four more days of effort than you had
originally planned (two extra days for two people).
Then you check again – three people have completed their timesheets saying they spent
time on this task. Two are your original quality testers, and the extra person is another
project team member who helped with testing admin and spent three days supporting
the testing activity.
Now that’s another three days of effort overall, taking the total to 27 days not the
original 20 days of effort over 10 days of elapsed time. You’ve identified that you need
to schedule in over another working week of effort if you do that type of testing on
another software project in the future. On top of knowing that, you have also identified
that quality testers need some admin support.
Next time that you do a software project you’ll be able to factor that in from the
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beginning so that your admin resource to support the testers is lined up and ready to go.
These are the kind of insights that will help you plan future projects more effectively
because you can use the data to learn from what actually happens in real life.
On your next software project you’ll factor in the extra time and the extra pair of hands,
and if you don’t need it, the quality testing task will finish more quickly. If a task finishes
early it can sometimes cause problems on a project as the rest of the team isn’t ready to
pick up the next steps, but I believe that finishing early on a project task is often easier
to manage than finishing late.
Timesheets have a lot going for them! They might seem unwieldy and yet another piece
of admin to do on the project, but they really will help you manage the project more
successfully.
Talk to your project team members about why you are asking them to do timesheets. If
they understand the benefits that timesheet data brings, they are far more likely to fill
them in accurately so that you can have a better picture about the activity on the
project. You can support them far better (and chase them up about progress far less) if
they help you out and complete their timesheets accurately and in a timely fashion!
Using Your Timesheet System to Improve Project Estimates
These 4 steps will help you optimize your timesheet system and enable you to give an
objective answer the next time somebody asks how long something will take to
complete.
1. Define Your Activities Clearly
When you are setting up a timesheet system it
is essential that there’s a clear definition of
what needs to be done at what time on a
project. One of the most effective ways of doing
this is through the process of “modular
decomposition”.
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This is when you start with the largest building blocks of your project and continue to
break them down into smaller and smaller chunks. You’re probably familiar with this
when it comes to putting together a WBS but the same principle applies for how you
track time in a timesheet system.
Here’s an example that would work for a web development company. You would start
at the highest level by defining a Phase for your project. Most web development
projects would go through something like Sales > Plan > Design > Code > Test > Deploy >
Maintain. This is the highest level of your project.
Next, you would determine all the deliverables that are generated during each phase. In
this example, we’ll focus on Design. In the Design phase you would create Logos and
Comps. Then, you would drill down one more level and define what action you are
taking on each of these deliverables. Comps would then have Create, Review, and
Update.
By setting up such a hierarchy you’re now in a position to clearly define each activity by
Phase, Deliverable, and Action. This allows you to start pulling together historical
information that shows exactly how long it takes to create a logo during the design
phase. You’ll have this same type of information available for every other phase and
deliverable on the project that you can then use as a basis for your solid estimates from
your timesheet system.
2. Define Start and Stop Points
Clearly
To help your resources give you the type of
information you need to provide accurate time
duration estimates they need to understand
exactly where they fit into the production
workflow. There are two scenarios that occur if
people don’t understand what they are
responsible for on a project:
1) The work will be duplicated because two people thought they were responsible for a
particular aspect of a project. This results in activity estimates that are twice as long as
they should take or,
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2) The work will not get done because they thought the other person was responsible
for the work and was going to take care of that deliverable. This results in understated
hours for a project.
What can you do to remedy this situation of double-work or no-work? Put together an
easy to understand diagram of the activities you defined in Step 1. This will allow you to
clearly articulate and communicate who is responsible for each deliverable and when
they come into play. A swim lane diagram works wonders for this type of
documentation or some other type of document that provides Inputs, Processes, and
Outputs that are assigned to an owner. The objective is that everyone clearly and
precisely knows when the handoff occurs and is picked up by the next person in the
production line.
3. Have Your Resources Focus on Reality
Your resources need to understand that the timesheet system that you put in place is
not to catch them doing something wrong. This of course goes under the assumption
that you have the right people in place doing the job. Rather, your timesheet system is
put in place to get an accurate picture of how long something really takes to complete.
If you have never tracked time before in a timesheet, you will be amazed at how long
something actually takes to complete.
Communicate to your team that this is the type of information you need in order to
manage effectively. Some may feel ashamed that it takes so long to complete
something. Others may put in some arbitrary, flat-rate number that they put in for
everything they do (For example, I worked with a developer once that anything and
everything you would ask him to do was 40 hours…no matter what it was). Make sure to
communicate to them that this will help you provide the sales team with real numbers
that they can work with to provide accurate estimates. It will also identify some areas
that may be broken or in need of process improvement to make things better and easier
for the team.
4. Compile and Analyze the Facts
Once you have defined your process, assigned clear owners to activities, and asked
them to capture their real durations in the timesheet system you set up, you can now
analyze and report out on the facts. There is nothing better than Microsoft Excel Pivot
Tables for this type of analysis and reporting. Pivot Tables allow you to slice and dice the
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data in myriads of different ways to produce
the types of reports that will be helpful and
meaningful to your team, the sales department,
and upper management.
This will allow you to filter by resource, phase,
deliverable, activity, and client in order to get a
crystal clear view of what something takes to
complete. Over time this type of priceless and
meaningful information will allow you to answer the question of “how long will this
take” with a deeply insightful and experienced answer based upon reality.
One final thing you can do to make sure these estimates stick is get your sales team
together and review the facts. Understand that they are out doing their job and if they
don’t have these facts readily available they may veer into the path of some pretty far-
fetched numbers. Give them the tools they need of how long something really takes and
you’ll end up with happier customers for them and less stress for you!
Ways to Accurately Record Time
The following are some ways you can make sure the time that is being recorded against
your project is as accurate as possible:
Instill the Correct Mentality about
Timesheets
You need to instill in your team that want an
accurate reporting of time, not a reconciliation
of how they are spending every minute of their
40-hour work week (or whatever the common
workweek is). If your team members think you
are using their timesheets to clobber them over
the head anytime they don’t hit 40 hours
exactly, then you better believe that every time
sheet that is entered is going to add up to 40
hours exactly.
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You know that with other meetings, administrative tasks, and other responsibilities this
person is involved in there is no way that all that time can be attributed toward a
particular set of projects. But, that is what will help as they enter their time in your
project management tools. Make sure your team understands the motive and reason
for collecting accurate time and they’ll be much more willing to provide that information
to you.
Allow for Non-Project Time in Your Timesheets
Telling them that you understand that their day is filled with other non-project related
work, but then not giving them the ability to account for that time sends the wrong
message. Make sure you include appropriate categories such as administration,
meetings, mentoring others, and other categories of how people spend their time
throughout the day.
Encourage Frequent Time Entry
Quick…can you remember what you did one week ago at this exact time? Well, neither
can your project team members. It’s easy for a day, a week, or even weeks slip away
with a stitch of time being entered into any project management tools. It’s next to
impossible to go back that far and recreate where the time was spent. This is a sure-fire
recipe for “garbage in, garbage out” and reports that will quickly be sized up as
inaccurate and not worth reading. Have your team enter their time on best case a daily
basis and worst case a weekly basis. Don’t go beyond a week at a time.
Don’t Have Time Entered Before It Is Expended
Here’s a common occurrence. It’s been a long week and everyone has worked extra
hard. It’s late Thursday afternoon and some of your resources start putting in their time
for the week. While they are at it they go ahead and put in Friday’s time as well. They
have a general idea of what they’ll be working on tomorrow and this way they don’t
have to worry about doing it tomorrow.
You get your weekly timesheet and they get to leave on time. Sounds good in theory,
but, the reality is that something could come up on Friday that doesn’t look like the
timesheet they entered in the project management tools. This will result in one project
being overcharged and one project being undercharged.
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It’s not terribly complicated to enter accurate time in the project management tools you
use to run your project. But, it does require diligence on your part to keep up with who
is entering time and how often it is being entered.
A gentle nudge or reminder is typically all that it takes to get someone to enter their
time if they’ve gotten a little behind. Show them the results of the time that is being
entered. You can highlight the higher revenues the company has brought in (job security
for them), the better jobs Sales is selling (less frustration for them), and some of the
areas management has been able to streamline (less aggravation for them).
These positive results will encourage them to keep their time up-to-date and accurate
and provide you with the information you need to run your projects.
7 Characteristics of Time Tracking Systems that Work
You may wonder then, what are some of the characteristics you should look for when
making a decision about purchasing and implementing a time tracking software system
in your company. The following list contains 7 of the key requirements a time tracking
system should possess.
1. They’re Based Upon How Work Gets Done in Your Company
Every workplace has a certain way of moving projects
through the company. Good time tracking systems
recognize that this pattern of development is sacred (as
long as it works) and will mirror how the group works
rather than force everyone to conform to the way it
tracks time. Implementing a time management system
needs to be as non-obtrusive as possible.
If you want your time tracking system to fail right out of the gate, then you’ll require
those that work on your teams to conform to the way that it needs to track time. If you
start causing the valuable people that are working on your projects to slow down and
change their long-established ways, then get ready for an uphill battle that you will not
win.
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2. They’re Not Too Hot…They’re Not Too Cold
Time tracking applications fall into two categories – extremely complex or extremely
simple. The extremely complex versions include all the bells, whistles, and
accoutrements that require a Ph.D. to program, understand, and implement. The
extremely simple versions provide little more than a glorified spreadsheet in which to
enter your time. Time tracking systems that work contain just the right amount of
functionality that will neither overwhelm nor “under-whelm” the user.
How can you judge if your project time tracking software system is either “too hot” or
“too cold?”
If you find that the people that are having to track their time in the application complain
incessantly about how complicated it is or the amount of time it takes to enter their
time, then it’s most likely “too hot” and won’t be adopted readily.
On the other hand, if you find that Management complains about the lack of detail they
receive about what is happening with the current projects or that the reports are too
cumbersome to figure out, then it may be “too cold” and not supported from the top
down. It’s up to you as the project manager to find the balance between one group and
the next, to make sure that the time tracking system is meeting everyone’s needs.
3. They Don’t Require Much Thought to Use
Your project team needs to have their mind on one thing – getting the project
completed. Good time tracking systems make that easy by allowing project managers
the ability to set up tasks and related information, assign them to developers who can
then indicate the task is complete and how long it took. No thought required.
Management can receive information exactly the way they want it (since they set the
tasks up) and project resources can continue to NOT think about entering their time
(which is the way it should be).
4. They Allow Users to Easily Create Reports
Creating reports is different than customizing reports. Most time tracking systems
contain the ability to set filters for pre-defined reports. Good timesheet systems allow
you to create your own reports with minimal support (if any). The end user should have
the ability to sort, subtotal and total hours, costs, ratios, percentages, charts and graphs
all at their whim. The information-needs of management change from day to day… and
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to rely upon somebody else to create the necessary reports slows down the ability to
obtain necessary information.
5. They Accommodate the Full Life-Cycle of a Project
Nearly all projects begin with an estimate that’s converted into production assignments.
These production assignments serve as the basis to manage time and then archive post-
project numbers to assist in creating the next estimates. Good time tracking systems
must work seamlessly through the development cycle of a project.
If you’re so inclined, the full lifecycle of a project could expand to include Sales and/or
Administrative functions well. This gets into an area where people may raise an eyebrow
about the value that’s returned from the effort, but if everyone is onboard this can
definitely provide some good intelligence about the project.
For example, you could set up some very simple tasks
that the sales team could enter their time against
(meeting with client, creating proposal, etc.) that provide
visibility into how long the sales cycle ends up taking,
both from a true duration point of view (the number of
actual hours) as well as elapsed time (from start to finish).
6. They Allow for Ease of Time Entry
Another quality of a time tracking system that will be readily adopted by those that
need to use the application, is that there are multiple ways to enter their time. If a
resource works on the same projects, deliverables and activities, week after week, then
they should be able to copy the previous week’s activity in order to speed up the
process. There should also be the ability to quickly and easily pick the activities to assign
time against without having to dig through long lists of activities that have nothing to do
with their current project. Web-based time tracking system is not only easy access it
may also allow the activity lists to be customized for each user.
7. They Support the Ability to Export Time Entries
Another feature of your chosen time tracking system should be the ability to export
time entries into another application for even further analysis. For example, you may
want to do a deep dive into what your team is working on for a client, but you don’t
want to show them every single comment or activity that’s going on with the project.
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The ability to export (into Excel) the time that has been entered for this client, will allow
you to run Pivot Tables against the data and end up with a truly unique and
customizable format. The reason for this is that it helps to keep your client up to date
with what is happening with their project.
Why Giving Team Feedback is Critical
Regardless of which time tracking system you choose, you need to make sure you’re
providing the necessary feedback to the team, ensuring that the time they’re entering is
worth the effort. This could be by letting them know that better time tracking has
improved profitability or allowed for more accurate estimates from the sales team.
Accurate time tracking also provides a basis for reality when it comes to how long
something takes to complete. This will make anyone that has been victimized by
unreasonable schedules realize that ‘keeping up with their time is a good thing and that
it will ultimately benefit them.’
Getting to the Bottom of Effective Time Management
One reason why estimating projects or even completion dates is so complicated is that
it’s hard to get the truth out of anyone for how long something really takes. It’s not
deliberate, but people have been trained through years of bad project or executive
management to put up self-defense mechanisms for self-preservation.
Why Don’t People Tell the Truth about Time Management?
People don’t like to tell the truth about time and time
management simply because YOU CAN’T HANDLE THE
TRUTH! People and resources throughout the years have
been trained by out-of-touch management and clueless
and defenseless project managers that if they really told
how long something would take, they would get laughed
at or lose their job.
Other reasons people don’t tell the truth about how long something will take is that
they really don’t know. This could be because it’s a new person or the technology or
implementation is something that hasn’t been tried before. Others take this as an
opportunity to increase their job security by saying something will take much longer
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than it actually will and it makes them look busy. Or, there is always the natural
phenomenon that work will expand to fill the time allotted. If a task is given 100 hours
to complete, then that task will take every bit of that 100 hours to finish. Amazing!
How to Get to the Truth on Time Management
Have the conversation with your resources that are responsible for estimating time on
your projects that you understand why they do what they do when it comes to time
management. You understand that they pad their estimates to protect themselves, or
they come in with ridiculously low numbers to make themselves look good out of the
gate. However, they also need to understand that reality will always catch up and show
how long something actually took, especially if you use time tracking software.
Make a deal with them that if they shoot straight with you, you will respect and protect
their hour estimates. You won’t overreact and say “no, you must do it in this amount of
time if we’re going to price this right to get the work”. The amount of time it takes to
complete a project is 100% separate from how much something will cost.
Let your people know they can tell you the real number and you will work with that. The
only thing you ask in turn from them is that they have truly done their due diligence in
putting this number together and there is an extremely high degree of probability that it
is accurate.
Finally, document reality. Have people keep track of how long project work actually
takes to complete using their time management tools. This can be used as a starting
point for similar projects in the future that can help save everyone time. You’ll never be
able to get project estimates 100% accurate, but you will be able to get them at least in
the right ballpark. Learn from each win or loss and apply those lessons to all projects
going forward.
How to Make a Timesheet That Provides Value
May project managers have wondered how to make a timesheet that provides value.
How to make a timesheet that not only provides value to the company, but even more
importantly provides value to the person who has been asked to enter their time.
We’ll start with how to make a timesheet that does not provide value and then provide
some ideas on how you can make this drudgery almost enjoyable.
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The following are some suggestions you can follow if you want to make a timesheet that
everyone hates:
1. Make Sure it is bogged Down in Administrivia
One thing you can do that will guarantee heavy groans and sighs whenever timesheet is
mentioned is to turn it into an administrative nightmare. Make the login process
complicated or have them pull up an entirely different timesheet application. Or, better
yet, have them fill out their time on a spreadsheet and email it to someone to collect
and aggregate their time. Then, make sure this person asks them all kinds of ridiculous,
short-sighted questions about how they spent their time. Then, add an element of a
painful approval process that either slows down them getting credit for the time they
spent, or even not getting paid promptly and you have the beginnings of making a
timesheet that is sure to bringing your toughest resource to their knees.
2. Make it as Disruptive as Possible
The next step on how to make a timesheet that everyone hates is to make it as
disruptive as possible. Get down into meticulous details about the work they were
doing. Ask them detailed questions like “was the graphic image you were working on
cropped from the left or the right?” or “which side of the truck did you take the
necessary pipe out to complete the job?” and then make sure they fill out even more
details in a 255-character Notes field. They’ll really hate that! Make sure to account for
every bathroom break and dock them for that time.
3. Make Sure they know you’ve got
Your Eyes on Them
The finishing touch to really make a timesheet
that everyone hates is to make sure they know
that you know their every move. You know that
they started at 8:05 instead of 8:00. You know
they took an extra 15 minutes at lunch because
the doctor appointment for their kid ran a bit
long. You know that they left 10 minutes early on
a Friday afternoon because it was their 20th
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anniversary. Be sure to bring these points up in conversation with them so they know
that you are tracking them with the precision of a hunter tracking down their next kill.
OK…so these may be a bit over the top, but, not that much. You probably won’t find one
place or person that breaks all of the rules above, but over a person’s professional
lifetime they have undoubtedly encountered most, if not all of the above timesheet sins.
Now do you understand why there’s such a huge sigh when it’s time to fill out
timesheets for the week?
How to Make a Timesheet That
Provides Value
It’s really not that hard to make a timesheet
that provides value. The biggest thing is to
keep in mind your motive for requiring
people to enter time. People will quickly
learn and react accordingly if your motive is to hit them over the head with their
timesheet entries. They will also quickly understand and react accordingly if they see
how you are using the information gleaned from these timesheets to make their jobs
easier and the company more productive.
Here’s one place you can start to if you want to know how make a timesheet that
provides value…keep it simple! Don’t ask for a ton of information that you will never
use. There’s really no reason to ask for more than the following items:
Date – You obviously need to know the date on which the work was done.
Time spent– This is the duration of time that was spent on that particular activity. There
are two ways to ask for this piece of information and pros and cons of each.
From / To – The first way is to have someone enter the time they started a task to the
time they finished. This is typically a better solution for someone who may be at their
desk all day and working on their computer on a regular basis.
Duration – The second option is equally as good and works better for someone that may
be out on the road, at the client site, or elsewhere that will not allow them to enter
their time throughout the day. They just need to enter how long they spent on the task
at hand…usually rounded up to a 30-minute increment.
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Client – You need to have the name of the client the work is being done for, especially if
it is considered billable work.
Project – Next, would be a short list of projects that are only assigned to that client.
Don’t ask your people to do a whole lot of finding a needle in a haystack when it comes
to which projects are assigned to which clients. Do this for them and make their job of
entering time as easy as possible.
What you did– The following will vary with every company’s particular needs, however,
if you gather the following information you will find you have more than enough to put
together unbelievably accurate estimates, and get an idea of those areas that may be
candidates for improvement:
Phase – Break your activity into 5-7 main Phases. This is the top level bucket of where
activity occurs and can almost follow a departmental flow within your company.
Examples of a phase would be Planning, Implementation, or Testing.
Deliverable – For each phase, there is typically a set of core deliverables that will be
worked on. Identify what those are and include them as part of the timesheet
application you use. Examples of a Deliverable could be that within the Planning Phase,
a Site Visit was done and a Blueprint was complete.
Action (optional) - If you’ve done a good job of introducing the importance of accurately
tracking time, people won’t mind this one last element. This is what was done to the
Deliverable from above. For example, the following Actions could be taken on the
Blueprint from above…Meeting, Create, Review, and Edit. Again, this is an optional
attribute but one that can certainly bring value depending upon your organization.
Using the above pattern will make it easier if you are wondering how to make a
timesheet that provides value. Very simple and easy to use. Plus, the majority of
information can be pre-populated so all that is left to fill out is the time spent,
deliverable and action.
Why Timesheets are Important
Want to know why everyone needs to fill in a timesheet, no matter what? Check out the
following video http://www.projectmanager.com/timesheets-why-not-filling-them-is-
bad.php
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