This article describes the 7 steps to get started with project time tracking and links to the most important step-by-step guides you need.
1. Set up your TimeStatement account
You can try TimeStatement free of charge for 14 days with up to 100 users before deciding on a Pro license.
- Try TimeStatement for free now – easy registration
- TimeStatement licenses: selection, management and changes
2. Initial setup of master data
Set up your master data in TimeStatement, for example your company, employees, clients and invoice templates.
- How do I add my company?
- How do I add my employees, including user settings?
- How do I add clients, including invoicing settings?
- How do I customize the layout of my invoice template?
3. Projects
Create a project including budget, members, tasks, expense categories as well as flat rates and retainers.
- How do I create a project including a budget?
- How do I add employees to a project?
- How do I define project tasks?
- How do I set up expense categories?
- How do I set up flat rates and retainers in a project?
Tip: With TimeStatement, you can create a sample project with your standard settings – such as project details, employees, tasks, expense categories as well as flat rates and retainers. You can reuse this template for future projects: clone the sample project in just a few clicks and all predefined settings are transferred to the new project automatically.
4. Employee logins
Give the users you created access to TimeStatement.
5. Project time tracking
Start recording project time, activities and expenses for projects.
- How do I record my project time, including the right settings?
- How do I record expenses for clients and internally?
6. Invoices & payments
With TimeStatement, you can easily create professional invoices, customize them flexibly and record payments.
7. Overview & reports
As an admin, the "Overview" tab with filters and dashboards keeps you on top of key figures. You can also export reports as CSV, Excel or PDF. With TimeStatement, you track projects in real time, analyze data and optimize planning as needed.
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