Can email notifications be disabled for tasks?

Each team member can edit their own task email notification settings by navigating to ‘My Email Preferences’ under their user profile: Under the ‘Notifications’section, uncheck the boxes labeled ‘Task Comments,’ ‘Task Updates,’ and any other notifications you want to turn off: It is also possible for an administrator level user to do this for others […]

Can I include or ignore words in my search?

Intervals’ search supports advanced operators. To exclude a word, add a dash (-) before a word or phrase to exclude all results that include that word: jaguar -car You can also use quotes to exclude a whole phrase: soccer -“world cup” You can also target searches to the name or description of a project and […]

Advanced theme editor tips & tricks

Intervals features an advanced theme editor that allows you to change the appearance by making additions to the stylesheets.  This allows you to add more personalized changes to the interface easily with the use of CSS. (See examples below screenshots) To access this part of the application, you’ll need to be an administrator level user with […]

Why can’t I add time to a Client?

In Intervals, time isn’t added directly to a client, but rather to a project belonging to the client. Once a project has been added to a client they will be eligible for adding time. When adding time, only active projects appear in the dropdown lists, so be sure they have at least one active project.

Why are CSV exports not preserving special characters?

Update: Excel 2007 and higher automatically detects encoding and does not require the steps below. If you are using an older version follow these steps: Extended characters (UTF-8 characters) can be preserved if the spreadsheet program opens the file with UTF-8 encoding.  For Excel it does not support opening CSV files with special characters, or […]

Who can use the API?

The API can be used by these access levels: Administrator Manager Resource Executive The same user permissions that apply in the interface also apply to the API. We built our API according to RESTful API standards, which is the most common standard for developing APIs. Any developer that is competent and well versed in using RESTful APIs […]

Do you have aging? How do I see overdue invoices?

If you are hoping to see the typical 30, 60, 90 days overdue, Intervals does not currently display overdue invoices in this fashion.  Overdue invoices are shown by how many days they are overdue. To manage overdue invoices, you can use a pre-set filter by navigating to Invoices >> Overdue Invoices. Additionally, you can filter them […]

How do I use the Project Landscape report?

The Project Landscape Report is probably the most comprehensive high level report and you can view by both task estimates and the project estimates. It can be run on one or all clients and contains different tabs showing different detailed information. Basics Tab Time Tab This tab will show all estimated and actual hours across […]

How does Outstanding Balances work?

In Intervals, the definition of an outstanding balance is having done more work (billable hourly work plus any project fees) than you have been paid for.  It is a basic calculation that looks at the total amount of billable work compared to the total amount of payments for the project: The same information is available on […]

How do I use the Crosschart?

The Crosschart report enables you to customize the x and y axis and it is a good report to retrieve hi-level information. The default is person for the x-axis and project for the y-axis but the combinations that can be generated are plenty. If you are a fan of cross tabbing, this report is for […]

How do I use the Break It Down Report?

The Break It Down Report shows billable vs. un-billable hours with the standard report filtering on the left. This report was a popular request from customers who quickly wanted to see how billable time and internal time were related. In addition to the standard filters, this report has an option to view by a time […]

How do I use the Summary Report?

The Summary Report resembles a time sheet. If you are hoping to have the formatting look like the time sheet itself the summary report may be a good candidate since it contains almost identical information to the time sheet.  This is helpful if you need to pass data from Intervals into an external system (payroll, accounting, […]

How do I use the Periscope Report?

## Update ## The Periscope report has been replaced by the Gantt chart. Please visit this Gantt chart help resource to learn more about the Gantt chart. The Periscope Report is a data visualization tool that displays tasks in a similar fashion to a Gantt chart. There are no dependencies, but this is due to Intervals […]

How do I use the Project Activity Report?

The Project Activity Report is one of the most detailed reports available and because of this, it is popular for cases where you need to show accountability to your clients. Two extra options appear in this report. The first is an option for billable/un-billable time. By default, it displays both, but there are other options […]

How do I use the Trends Report?

The Trends Report is a useful tool for project management time tracking. It is great for rendering seasonality, especially if you bill for your time. Here are some questions which this tracking and trending report helps you answer: How many billable hours do we have per week? What are our average billable hours per week? Are […]

How do I use the Mr. Pie Chart Report?

The Mr. Pie Chart Report allows you to slice and dice the data in many different ways. It is a great tool for high level data segmentation. First, start by selecting a “View by” option. In this case, the report is run by person and Current Quarter from the Custom Date Range drop down. Like […]

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