Skylight has advance time management, online calendars and logging features making it work as a time tracking software. Not only you can log your time, but you can also budget for time, which can be used to create a quote for a client or check how well the project is performing in terms of actual time spent vs. budgeted time. You can also create invoices from online time tracking features.
Calendars and Time Logging for your Business
Each business is different and the amount of flexibility in a software like Skylight gives you many ways of achieving business centric results. Here are just a few of the uses of online time management in Skylight:
- Log your time for tasks and projects.
- Let your freelancers, contractors and team members log time on projects and tasks.
- Use project time tracking for time sheets.
- Estimate and budget for time and generate quotes.
- Track what time was budgeted (by project or task) and what the actual logged time is.
- See time spent on each task or project, by a team member or for a client.
- Use Skylight’s calendar feature as a central calendar for company-wide and personal time logs.
How to Access Skylight's Time and Calendars
There are various ways in which you can access time and online calendar on Skylight:
My Calendar (1): This will show all the time events related to you.
Time (2): From the projects section, this will show all time bookings across the company.
Dashboard Time Widget (3): This will show a list of all the recent time events across your company.
Dashboard My Time Widget (4): This widget will show you a list of all the time events related to you.
Skylight’s calendar and time section comes in two ways: traditional Calendar view and Calendar List view. Both views have different purposes, in order to help you get things done faster.
Online Calendar View – traditional
Skylight’s calendar time management view is a traditional online calendar view, with a bit of Skylight’s extra functionality thrown in.
Here is a brief list of actions that can be undertaken from the calendar view:
- Drag and drop tasks, events, projects, stages and milestones to re-schedule or re-arrange them.
- Filter data through a combination of options.
- View the calendar in week, two weeks, month and day view.
- See conflicts of events.
- Quickly filter by project, stage, milestone, task, time and various time statuses.
- Filter by resource to see work schedule for a contact or team member.
We will go through all these options in detail later, but now let us look at the Calendar List View.
Calendar List View
This view provides a list of all the time events.
Here you can:
- Sort lists through various columns such as billable, resource/contacts, client, project, role and other options like invoice number, etc.
- Filter lists based on many options such as data sets, allocated resource, project, stage, task and also create a saved filter for quick severance.
- Quick filter time list view based on status by enabling the status at the top of the list
- You can also select time events and send them to invoice or quote
Time Block Add Form
The Add Time form is split between the following sections:
Time status (4): The time status in Skylight is a way to define what state this time event is in, and it helps you define a budgeted time on a project and then log the actual time spent, to see if you have over- or under-performed.
What and when (5): Is all about adding a brief note to the time event and selecting the dates and time. In most cases, you will either be using drag-and-drop on the calendar or the task timer to log time on tasks and projects. When doing so, this will result in dates and time data to be automatically profiled.
Relates to (6): This section is all about connecting the new time event with a contact (team or consultant), resource (equipment, service or location), projects, tasks and other related data.
Financials (7): This section is for putting value to this time event. This is useful if you are charging for time, are using Skylight as a booking system, or just want to see what costs there are for related time.
The Time Add form is a single form that has all the elements for a time event to be logged into the system.
Here is a brief description of each field input in this form:
Status (8): This field helps you to organize time in overall statuses. By default, we provide you with three options, but you are welcome to add your own customized statuses.
What (9): Adds a brief note about the nature of this event.
When (10): This is where a time is logged. It can be an ‘all day’ event or spanning over weeks.
Contact/Resource (11): Each time event can have a related resource or contacts, i.e. team member.
Role (12): You can specify a role tag here.
Project (13): If this time event is for a project, you should select that project here. If you are adding time while on a project, this field will automatically get populated with the correct project name.
Task (14): If you are using the time logging feature, then this field will automatically get picked up or you can select or enter the name of the task here.
Stage (15): This field lets you select the stage related to the project.
Rate (16): This lets you select a preset rate.
Charge (17): Here you can input the amount you wish to charge the client for this time event.
Cost (18): Here you can log what the internal cost of this time event is.