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Time tracking

Time entries against engagements that flow straight into invoices.

Time entries

What's working​

  • Per-entry mode — staff logs { date, client, hours, description } rows daily.
  • Others column — non-client time (training, internal meetings, admin) tracked separately via the OthersActivity lookup so it doesn't pollute billable-hours metrics.
  • Inline edit in the grid — change hours, description, or assignee without opening a modal.
  • Excel import — multi-sheet template, partial-commit (good rows in, bad rows skipped + reported).
  • External-combo resolution — paste a staff member's name or email in the Excel; CAPilot maps to StaffId via vwStaffMembersLookupList.

What's stub / pending​

  • Stopwatch / running timer — currently log post-facto. Live-running stopwatch is a polish slice.
  • Mobile entry app — web-responsive works but no native iOS / Android.
  • Approval workflow — partner sign-off on team time. Not in v1 (small firms self-manage).