Workspace admin

Time categories and charge-out rates

Updated

What time categories are for

A time category is for work that isn't a ticket or a project: Admin, Meetings, Internal training, Sales and so on. Agents attach time to a category when there's nothing more specific (see Linking time to tickets, cards, projects, categories and custom labels), and reports and timesheets total the time per category.

Where to manage them

Managers manage categories under Settings → Timesheets, in Time Categories.

  • Seed default categories adds Admin, Meetings, Internal training and Sales, as a starting point.
  • Add category: type a name and press Enter.
  • Edit: change the name or colour. Past entries show the new name.
  • Archive: hides the category from new entries. Existing entries keep it.

Charge-out rates

Rates are per person, not per category. Each agent sets their hourly charge-out rate and currency in Settings → My Time Tracking (see Setting up your personal timesheet). The workspace default currency under Settings → Timesheets is used when an agent hasn't chosen one.

The rate is stored on each entry when it's created, so changing a rate later doesn't change the value of time already logged. Reports, the Week view and submitted timesheets use the rate stored on each entry.