At this time there is not a way to associate certain users with certain administrators for timesheet approvals but there is one option that may help. The closest current functionality is saving timesheet filters/views. After filtering the timesheet listing there is an option at the top of the timesheet listing to save the view. You […]
The Project Activity Report is one of the best financial reports when you need to show the financial value of work performed for a date range. The report multiplies the amount of hours tracked per work type by the hourly rate for the work type. This creates a financial summary by work type on the […]
You can. There are different ways to add non hourly related items onto invoices based on how the invoices are constructed. Invoices based on actual work performed If you are using invoices based on actual work performed there are two ways to add non time related items to an invoice. You can manually click on […]
This video is a quick introduction to how to navigate around the mobile app. The time, task, and project sections can each be expanded to reveal the subnavigation. The gear icon can be used to sort and filter results on listing pages. When viewing a project there is a right context menu to reveal the […]
The Intervals mobile app is a companion for the desktop experience and is available on both iOS and Android platforms. Click the corresponding link to install it on your device.
Each Intervals account comes with its own custom subdomain. When logging into the Intervals mobile app, there is an extra step, as you have to identify the subdomain associated to your account. When launching the app for the first time you will be given two options for logging in. If you know your Intervals domain […]
The submenu found under the Tasks tab has a link for viewing recently updated tasks. Click the link to filter the task listing and show tasks that have had a recent change, comment, or document uploaded. The default view is changes in the last 24 hours, but you can change this to narrow in on […]
Intervals logs and keeps track of any changes on tasks via the action history. Whenever a task summary changes an email is sent notifying the task owners and assignees of the change. Intervals will markup what has been removed in red with a strike-through and anything new is highlighted in green. This functionality helps bring […]
This help article shows how to share the report parameters used to generate a report with other administrators so that they can run the report themselves. If you are trying to find out about scheduling a report and having a PDF emailed with the actual report data, this help article covers report automation. When running […]
If you already have a login with your Intervals account, to start logging in with your Google account, follow the steps below: Navigating to the “My Account” page via the menu bar In the Login Information section, click on “Sign in with Google” When signing in with Google, the Google email account you are currently […]
By default the time centric reports in Intervals will display time for all active and inactive items. This is done by design so that when you run a report you can trust that all of the data is there without having to remember what was active during the time frame. Time for BOTH active and […]
A project can be deleted by finding the project in the projects section then clicking on delete in the left-hand column. This will take you to a confirmation dialogue where the deletion must be confirmed. For a project that has a healthy amount of data accumulated we recommend setting the project to inactive. When a […]
In the reporting section there is a Gantt and when viewing an individual project in the project section there is a Gantt chart link to view a Gantt chart for that particular project. The Gantt chart helps you visualize your tasks, milestones and projects and includes the ability to drag around elements to reschedule your […]
Intervals doesn’t do accruals but if you need to track total time it can definitely do that. Vacation, PTO, paid leave, and sick leave can be tracked in Intervals by utilizing a “Time Off” project. Unless you need modules we recommend creating one “general” module for this project. That way, when time is added and […]
The modernistic interface is available as a theme. To use the new interface the account needs to be set to use the Modernistic theme that is available in Settings & Defaults. There is no new functionality with the new theme. The Modernistic theme is visual in nature. Here are the steps. Navigate to Options >> […]
If you need to pause your Intervals account, but do not want to cancel the account there is an option. When an account is cancelled there is a seven day grace period in case the cancellation was accidental, but afer that there is not a way to restore the account. Per our terms of service […]
Intervals allows you to set a project to billable or unbillable when editing or creating a new project. The billable yes/no preference is on the project profile page. This option controls the default setting for the Add Time dialogue for that specific project. When a project is set to billable, the Billable checkbox on the […]
You can. Using different colors for notes on the home page calendar can help keep your notes organized. For example, a certain color can be used for vacations or when the office is closed. Another color can be used for special announcements and so on. When you right click on the home page calendar to […]
Intervals does include an Expenses Report. It is available in the reporting section and via the links on the Project Dashboard. The report can be exported to a spreadsheet program, emailed or exported to PDF like most of the reports. Accessing from the Reports menu: Accessing from Project Dashboard: The report can be run for […]
On occasion spam filters do block the emails sent from Intervals. Checking a spam filter is definitely the best place to start. If that does not turn out to be the culprit, all emails from Intervals are sent from updates@myintervals.com on behalf of the user. Approving updates@myintervals.com as an authorized sender and/or whitelisting all email […]