Overview

This article will walk through how to review and approve time on your team’s projects. It’s very important to review and approve both billable and non-billable time for your team members for many reasons, including:

1. Accuracy and Integrity: Managers ensure that the logged billable time is accurate and reflects the actual work done on client projects. They review the time entries for completeness, correctness, and consistency before they are billed to clients. This helps maintain the integrity of the billing process.
2. Client Satisfaction: Clients expect transparency and accuracy in billing. By approving billable time, managers verify that clients are billed appropriately for the services rendered. This builds trust and credibility with clients, leading to higher satisfaction levels and potential for repeat business.
3. Financial Management: Managers play a vital role in financial management by overseeing the billing process. They ensure that billable time is captured efficiently, maximizing revenue for the organization. Additionally, they can identify any discrepancies or inefficiencies in time tracking and address them promptly to improve profitability.
4. Resource Allocation: By reviewing team members' billable time, managers gain insights into resource allocation and workload distribution. They can identify overworked or underutilized team members and make adjustments to optimize resource allocation, ensuring that projects are completed efficiently and on time.
5. Performance Management: Billable time approval is often linked to performance evaluation and feedback. Managers assess team members' productivity, efficiency, and contribution to client projects based on their logged billable hours. This information informs performance reviews, goal setting, and professional development opportunities.

Review & Edit Time Entries in Parallax

In Parallax, you can review and modify time entries from the Timesheet tab. 

All billable resources will see the Timesheet tab. This is where they will see their projects, add the time, and submit timesheets every day or week.

As someone with access to manage the timesheets, you will also notice a "Change Person" button in the top right corner, which can be used to select the team member you want to review. After selecting the team member's name, their projects and logged time will display. You can override any of the values listed, as needed.

To locate an individuals timesheet, enter the name of the individual in the Search Bar. 

To edit time, locate the week and the project needed.  In the Cell for the date needed, click in the cell and enter in the time to be recorded.  

Then Save.