The Time Tracking page allows you to view and record the details of activity for which you need to track your time spent. Note: this page does not itself track the time spent on an activity. Use the Time Tracking icon to actually track time. However, the system will automatically take you to this page at the end of a session of time tracking in order to save the record in the system.
The Structure of This Page
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Summary table. Displays the total monetary values (billable, non-billable, and overall) of the tracked time spent on behalf of each plaintiff. See Summary Table.
Add Time Tracking button. Used to add a new span of tracked time to the case file. See Adding Tracked Time.
Time Tracking table. Contains the time tracking details and allows various actions to be performed on them. See Time Tracking Table.
Summary Table
The Summary table totals the billing amounts in the Time Tracking table. It is updated automatically when changes are made to the Time Tracking table; no changes may be made to the Summary table directly. Each row of the table represents an individual plaintiff. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Summary table contains the following columns:
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Client: The plaintiff whose time tracking totals are listed.
Total: The total value of all tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.
Billable No Status: The total value of all tracked time spent on the plaintiff's behalf that does not have a status attached to it. The sum of this column across all rows in the table appears below the last row of the column.
Billable Invoiced: The total value of all tracked time spent on the plaintiff's behalf which has been included on an invoice. The sum of this column across all rows in the table appears below the last row of the column.
Billable Paid: The total value of all tracked time spent on the plaintiff's behalf for which your firm has been paid. The sum of this column across all rows in the table appears below the last row of the column.
Billable Performed: The total value of all tracked time spent on the plaintiff's behalf for which the status is Performed.. The sum of this column across all rows in the table appears below the last row of the column.
Billable Total: The total value of all billable tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.
Non-Billable Amount: The total value of all non-billable tracked time spent on the plaintiff's behalf. The sum of this column across all rows in the table appears below the last row of the column.
Time Tracking Table
The Time Tracking table is where the details of spans of tracked time are stored. Each row of the table represents an individual span of time. See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
Columns in the Table
The Time Tracking table contains the following available columns:
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Additional columns are available for the Time Tracking table, which can be added by clicking on the Show/Hide Columns button. Columns can also be hidden using the Show/Hide Columns button. See Tables for general information about table structure and usage. The additional available columns are: Duration (hours), Invoice #, Invoice Date, Status Date.
Editing Tracked Time
To edit a span of tracked time:
Click the right-click icon in the Action column of the row representing the span of time you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Edit icon in the Actions column of the row representing the span of time you wish to edit. This will bring up an Add/Edit panel for tracked time, with the existing information filled in. Skip to step 3.
Click the Edit option in the menu. This will bring up an Add/Edit panel for tracked time, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Time Tracking Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
Deleting Tracked Time
To delete a span of tracked time:
Click the right-click icon in the Action column of the row representing the span of time you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Alternatively, you can click the Delete icon in the Actions column of the row representing the span of time you wish to delete. This will bring up a confirmation message (to avoid accidental deletions). Skip to step 3.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the span of time, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
Adding Tracked Time
To add a new span of tracked time:
Click the Add Time Tracking button. This will bring up an Add/Edit panel for tracked time, blank except for defaults.
Fill the fields in with your desired information. See The Add/Edit Time Tracking Panel for details about the fields.
Click Save to save the span of time and close the panel.
If you decide you do not wish to save the span of time, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
The Add/Edit Time Tracking Panel
The Add/Edit Time Tracking Panel allows you to fill in the details of a span of tracked time. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
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