How do I track student time worked against an allocated number of hours?

The Time Tracker can be used to track time worked with students on an individual basis.

For student clients who have purchased an hours package and need their time worked tracked against a set number of hours, we recommend utilizing the “Allocated hours” field at the top of the time tracker.

Simply enter the total number of hours the student has purchased at the top of the Time Tracker. Any time spent with the student that is marked as “Billable” will be tracked against that hours total, and an “Allocated hours remaining” calculation will appear at the bottom of the window.

Important notes

• Only "Billable" Time Tracker entries count against total allocated hours.
• If you are part of a multi-user account:
  • All teammates with access to the student profile may edit the number of allocated hours for that student.
  • The “Allocated hours remaining” calculation factors in time logged by any consultant user with that particular student. This may include time entries you are unable to see if your permissions are set to "User".

Running a Time Tracker report for a single student

In the time tracker window, click "Export":

Set your preferences for which data points to be included/displayed in the report, and select a file type option (.CSV or .PDF):