Tracking Time on CRM Tasks
You can enter time transactions to track the amount of time spent on each task. To track time on tasks an administrator must enable the Time Tracking for CRM feature. See Enabling Time Tracking for CRM.
With Time Tracking for CRM, you can track time on tasks, phone calls, events, and cases. Tracking time on these activities can help you manage your company by being aware of how much time is spent on certain activities.
To track time on CRM tasks:
-
Click Edit next to an existing task record on the Tasks list at Activities > Scheduling > Tasks. For more information, see Creating CRM Task Records.
-
Click the Time Tracking subtab on the task record.
Note:If any case, task, or event record has more than 9500 time entries to display on the Time Tracking subtab, all CRM tasks display a static list of time entries. You cannot edit entries directly from the list.
Note:If you use the Project Management feature, you can include CRM tasks in project totals. Note, however, that you must use project task records to track tasks associated with specific projects.
The fields below display on the Time Tracking subtab only when you use the Project Management feature.
-
Initial Time Budget – Enter your first estimate of the time this task requires. Later you can increase or decrease your time estimate in the Current Time Budget field. By maintaining an initial time estimate in this field, you can compare your initial estimate to your current estimate. If you entered a time estimate on a project task template, that amount shows in this field.
-
Current Time Budget – If your estimate of the time required by this task increases or decreases from your original estimate, enter the revised estimate in this field.
-
Actual Time – This field shows the total amount of time entered against this task.
-
Time Remaining – This field shows the estimated remaining amount of time for this task. Time remaining is calculated as (Initial Time Budget - Actual Time).
If you have entered a Current Time Budget amount to update your initial time budget, then the time remaining for the task is calculated as (Current Time Budget - Actual Time).
-
Percent Time Complete – This field shows the calculated total of work that has been completed to date in percent format. The percent complete is calculated as (Actual Time * 100%) / Initial Time Budget.
If you have entered a Current Time Budget amount, then the percent complete is calculated as follows (Actual Time * 100%) / Current Time Budget.
-
Percent Complete – Enter an estimate of how much of the total amount of work for this task is already completed. For example, if half the work toward completion is done, enter 50%. The percentage you enter in this field overrides the auto-calculated figure in the Percent Time Complete field and is used for task calculations.
-
-
Your name appears in the Employee field. Depending on your role access, you can select another employee if you are entering time for someone else.
Note:For private tasks, only employees listed as assigned to the task can track time against the task.
-
Enter information for this time transaction.
For more information about entering time for Time Tracking, see Entering a Time Transaction.
For more information about entering time for Timesheets, see Timesheets.
-
Repeat this process to track time for additional customers or employees for this task.
-
Click Save.
For instructions on limiting employees' ability to enter time records, see Restricting Employee Time Tracking Entries . Employees can also use the Employee Center to track their time. For more information, see Giving an Employee Access to Time Tracking.
You can view employee time on the Reports page under the Time & Billables heading.