Use the Time Tracking feature to assign time spent in Checkpoint to Time Tracking projects. These projects can then be printed or exported into your time and billing system to bill back Checkpoint time to your clients.
You must create a Time Tracking project before you can begin tracking your Checkpoint time. To create a project:
Click the Time Tracking link on the top toolbar.
Click the Create a Project link from the Time Tracking left side bar.
Enter the information you want to use to define the project. Identifier is a required field and should be your primary project description. This might be a client name or account number. Description 1 and Description 2 are optional and can be used to further specify a project. For example, these might be an engagement, form type, or year. We recommend using the same categorization system you use in your billing system to facilitate importing Time Tracker information into your billing system.
The Employee ID and Notes fields are also optional and can be used to provide additional information about a project.
Click Save to save the project.
Once you have created a Time Tracking project, you can then access it from the project list and begin tracking Checkpoint time for it. To select a project to track:
Click the Time Tracking link on the top toolbar, or click the Project List link from the Time Tracking left side bar.
On the Project List screen, select the project you want to begin tracking and click Continue. If you do not want to track time for a project select the Don't assign my time to a project option.
All time spent in Checkpoint for the current session will be assigned to the selected project until you switch to another project or log out.
The Last Tracked column displays the date and time of the last session tracked for the associated project.
Use the View link to display additional details about the project.
Use the Delete link to delete a project.
From the Create a Report screen you can generate and export different types of reports detailing the tracking sessions and data for your Time Tracking projects. To create a Time Tracking report:
Click the Create a Report link from the Time Tracking left side bar menu.
Select a Report Type from the options available:
Billing Report - This report type displays all project and session data in a single tabular layout. It is ideal for importing the Time Tracking session data into an external billing system.
Project Report - This report type breaks out each project into a separate set of organized tables. Use this report to review project and session data.
Select the projects you want to include in the report by selecting the check box(es) in the Select Project section. You can use the Select All and Deselect All buttons to select and deselect all projects in the project list.
In the Select Date Range section, set a date range for the tracked sessions you want to include in the report. When selecting a date range for your Time Tracking report you must use a MM/DD/YYYY format for your start and end dates. You can click the calendar icon to select the dates from the graphical calendar tool.
Note: It is also important to remember that only the last 18 months of Time Tracking sessions are available for reporting. If you select a date earlier than 18 months your report will still only contain the previous 18 months of tracked session data.
Click the Show Report button to display your report. Click the Export Report button to export your report in a file format such as PDF, Word .Doc or Excel worksheet. You will be prompted to save the file to your local file system.