Gain valuable insights into project progress with daily timesheet reports
Project managers often need to review daily time entries logged by team members to ensure project timelines, budgets, and overall productivity are on track. In Keka’s PSA (Professional Services Automation) module, this process is made simple through a dedicated report. Here’s a step-by-step guide to pulling a daily time entries report in Keka PSA to streamline project management.
Benefits of Daily Time Entry Reports
Generating a daily time entries report offers several advantages, including:
- Improved Project Tracking: Gain insights into each team member's daily contributions and ensure alignment with project goals.
- Enhanced Resource Management: Optimize resource allocation and avoid potential project delays.
- Budget Control: Manage project hours effectively, keeping projects within scope and on budget.
How to Generate a Daily Time Entries Report
To access and view the daily time entries in Keka PSA, follow these steps:
-
Navigate to the Project Module
Open Keka and go to the Project module, located on the left-hand navigation panel. -
Access the Reports Section
Within the Project module, select the Analytics tab, then navigate to the Reports section to explore the various reporting options available for effective project management.
-
Select Daily Time Entries Report
Under the Project Work Hours section, find the report labeled Daily Time Entries. This report allows you to view a breakdown of time logged each day across different projects.
-
Apply Filters for Customization
Before generating the report, apply relevant filters, such as specific team members, project names, or date ranges, to customize the report according to your needs. -
Run the Report
After selecting your desired filters, click Run to generate the daily time entries report. This will display the hours logged by team members on each project for the selected period.
Tips for Effective Report Usage
- Utilize Date Filters: Use date filters to focus on specific time frames, making it easier to monitor changes and patterns.
- Regular Monitoring: Generate these reports daily or weekly to maintain close oversight of project timelines and resource use.
Related Resources
For additional information on setting up other reports or customizing timesheet settings, explore Keka's comprehensive guides in the Project module or contact support for specific queries.
By following these steps, you’ll be able to pull daily time entry reports effectively in Keka PSA, helping your project stay on track and ensuring all team members contribute efficiently to project goals.
If you're interested in learning how to download the timesheet status report, please click here for detailed instructions: How do I download the Timesheet Status Report?