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Book project times

Improve your time tracking: steps to smoothly book project times in Poool

In Poool, project times can be booked based on performance by selecting a target (e.g. project or ticket), specifying the required time and an individual performance. The booked times can be viewed in hour management and linked to a new invoice in the project for expense-related billing. The Invoicing wizard helps with adding the billable hours.

Project times can be booked in two ways:

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Method 1: Via the Quick Access Menu

  1. Click on the clock icon in the quick access menu located on the right side of the user interface.
  1. Select a destination for your times, e.g. a project or ticket.
  1. Enter the required time either directly or via the incremental increment using the buttons.
  1. Specify the description of the activity in the comment field.
  1. Optionally select another service.
  1. Save the entry via → Record time.
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Method 2: Via the Time recording

  1. Navigate to Time tracking in the software.
  1. Switch to the Project time grid
  1. Click on Project recording + to create a new line for the recording of project times.
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  1. Select a target for your times, e.g. a project or ticket.
  1. Enter the required time and click on Save to record the time.
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The booked times can be viewed in the time management. Navigate to Accounting → Time management to get an overview of all booked times.

 
 
 
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