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Can I assign a work type to a person?

When a project is created the default list of work types will be copied to its Estimated Work & Rates section. Then, you can customize this list by removing unneeded work types or editing the rates. This creates a specific set of work types for anyone tracking time on that project. One approach is to […]

How to submit your timesheet for approval

When you submit your timesheet for approval you are notifying the administrators of your account that your time for the week is ready to be reviewed and approved. Once it’s been approved by an administrator you will no longer be able to add or edit time for that week. Therefore, it’s important to review your […]

Can I change the amount of characters that are allowed when time is added? I need a larger description of work performed.

The default description of work performed is set at 255 characters. If you need more space, there is a setting that can be configured. The 255-character limit is plenty for most of our customers but if you need verbose descriptions of work performed included with each time entry this can be configured to match your […]

Is there a way to set monthly timesheets?

We received the following support question: We are testing Intervals and have a question, can we setup monthly not weekly timesheets and if not, what do you suggest we do when a week covers two months as we need to close out and report to the government on first of each month our activity in […]

Can projects billable / unbillable setting be changed in bulk?

We received the following support question from an Intervals customer: I need some assistance on changing a number of projects. Can we somehow update all projects to be non-billable? When creating new projects there is a billable / unbillable setting that controls the default add time behavior for the project. More information on setting projects […]

How do I locate and edit “general time” entries?

General time entries are time entries that are not associated with a task. When adding time manually or via a general timer you can select the desired task when applying time. A task is not required and general time can be applied to projects. An Intervals customer asked the following question: I have a project […]

Add a week’s worth of a time at once

One of the main reason’s why someone chooses Intervals over other time tracking systems is the valuable information that is learned from tracking time in a granular fashion. You have full control over your work types, rates, and module structure. You can setup your tracking however you like. If you need to see the time […]

What happens when I deactivate a work type?

We received the following question from an Intervals customer. What happens when I deactivate a work type? Am I no longer able to report on that work type? Setting a work type to inactive prevents the work type from being used going forward, it does not impact your ability to report on historical data in […]

Retrieve data using Excel and Intervals API

This guide allows you to connect to your Intervals account using our API and Excel from Microsoft 365. First, get your API token from your account section. Navigate to Data > From Web: Enter the following information in the From Web settings below and click OK: In the next step, fill out the form by […]

Can I restrict a resource to their own tasks?

We received the following question from an Intervals customer. How do I stop resources from assigning time to a task they are not assigned? By default, manager and resource level users see all tasks for the projects that they have been granted access (Administrators see all projects and all tasks). As an administrator you can […]

How do I collapse the footer dock to hide the timers?

The footer includes timers and the search bar. The functionality allows you to start, stop, and apply timers from any page. The search functionality allows you to search for tasks, projects, project notes, documents, people, invoices, and the work request queue. There is a link to the advanced search as well. If you find yourself […]

Using the Project Activity report to review and edit time

Intervals allows you organize and run reports on your time in an infinite number of ways. However, this freedom to track time how you want means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Running a Project Activity report by task is one of […]

Using the Crosschart report to review time

Intervals can track time many different ways and tries not to place too many constraints on the time tracking process. So, how do you make sure your team is tracking their time as instructed? The Crosschart Report is one of three different methods we typically recommend to our customers who want to review their team’s […]

Using the Edit Time page to audit and correct time entries

Intervals is agile and flexible time tracking software that allows you organize your time an infinite number of ways. However, this open and flexible approach to time tracking means that there are few constraints. So, how do you make sure your team is tracking their time as instructed? Employing the Edit Time page is one […]

Can I see when team members applied their time?

An Intervals customer sent the following email: Can you see when timesheets were modified? I’m wondering about when time entries were edited. If you would like to see when time is being added (or modified) on a timesheet by your team members, there is a somewhat hidden feature that might help. By exporting their timesheet […]

How do I modify an already approved timesheet?

When a timesheet has been approved, it becomes “locked” and changes are unable to be made. There are instances where a timesheet may need to be modified, e.g. time was assigned to the wrong project or module. In order to make a change to a “locked” timesheet, the timesheet will need to be unapproved. To […]

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