The chain
Almost everything follows one chain: Client → Project → Task → Estimate → Time entry → Approval → Budget impact → Invoice → Payment Read it as a sentence:You do work for a client, on a project, broken into tasks. You estimate how long each task should take. People record time entries against those tasks. A reviewer approves that time. The time lands on the project budget. Approved billable time becomes an invoice. The client pays, and you record the payment.Every feature in the product is either a link in this chain or a way of looking at it.
Follow one hour through the system
Here is the same chain with real numbers. Sarah Lin is a designer at Northwind Studio.1
A client exists
Bluebird Coffee is a client – a company Northwind bills.
2
A project belongs to that client
Website Redesign is one engagement for Bluebird, with a $40,000 budget.
3
A task belongs to that project
Homepage wireframes, assigned to Sarah, estimated at 8 hours.
4
Sarah records 3 hours
She starts the timer on Monday morning and stops it three hours later. That
creates a time entry of 3 hours, marked billable.
5
The hour is priced immediately
Sarah’s billable rate is 300. Her cost
rate is 135. The margin is $165.
6
It lands on her timesheet
That 3 hours appears in Sarah’s week automatically. She does not re-enter it.
7
It lands on the budget
The Website Redesign budget moves from 300 used** of $40,000.
8
Sarah submits her week
On Friday she submits. The timesheet moves from draft to submitted.
9
Priya approves it
Priya (Project Manager) reviews and approves. The time is now locked – only
an admin can change it.
10
Daniel invoices it
At month end, Daniel (Finance) creates an invoice from Bluebird’s approved
billable time. Sarah’s 3 hours appear as a $300 line.
11
Bluebird pays
Daniel records the payment. The invoice moves to paid.
The building blocks
Workspace
The workspace is the container. Your team, clients, projects and data all live inside exactly one workspace, and its name appears in every URL. You can belong to more than one workspace – an agency and a side business, say – and switch between them. See workspaces.Client and project
A client is a company you bill. A project is one engagement for that client. One client can have many projects. Bluebird Coffee is a client. Website Redesign and Monthly Retainer are two projects for that same client, with different budgets.Section and task
A task is a unit of work. Tasks live in sections, which are the columns or phases a project defines – “To do”, “In review”, “Done”, or “Discovery”, “Design”, “Build”. Sections are how a project describes its own workflow. See project sections.Estimate
An estimate is on a task: how long this piece of work should take. It is a prediction, and comparing it to reality is where you learn. An estimate is not a budget. See budget vs estimate.Time entry
A time entry is the atom of the whole product – one person, one stretch of time, against one task or project. You can create it with a timer or type it in afterwards. Both produce the same thing. Every entry records whether it is billable, and freezes the rate that applied when it was recorded. Changing a rate next month never quietly rewrites last month’s numbers. See rate snapshots.Timesheet
A timesheet is not a separate thing you fill in. It is your week’s time entries in one grid. Recording time is filling in your timesheet. The timesheet adds one thing: a submission, so a reviewer knows the week is finished. See how timesheets work.Approval
Approval turns “recorded” into “agreed”. Once a week is approved, the time is locked – it is now the basis for invoices and reports, so it should not shift under you. Approving is a Pro feature. See approvals.Budget
A budget is a ceiling on a project: either hours or money, either one-time or monthly for a retainer. Time entries consume it as they are recorded. See how budgets work.Invoice
An invoice turns approved billable work into a bill. It moves through its own states – draft, sent, viewed, partially paid, paid, overdue, void – and each state decides what you may still edit. See invoice statuses.The two numbers on every hour
This is what makes TimeTracker different from a plain time tracker. Every hour carries two rates:
Revenue minus cost is margin. Because both numbers ride on every entry, you can
see a project’s profitability while it is still running, not after you invoice it.
Sarah’s 3 hours: 135 cost, $165 margin.
Cost is deliberately walled off. A Project Manager can see what you charge without
seeing what you pay people. See cost rates.
The parts that sit beside the chain
Not everything is a link in the chain. These run alongside it.Four gates decide what you see
Before any screen appears, four separate checks run:- Is the app switched on? – apps
- Does the plan include it? – plans
- Does your role allow it? – capabilities
- Is this person or project in your scope? – scope
What to read next
Quickstart
Put this into practice in about ten minutes.
The data model
The same picture, as a structure.
Track work for a client
The full chain, step by step, with real numbers.
Glossary
Every term, defined once.
Related guides
- Workspaces – the container everything lives in
- Billable vs non-billable – which hours can be invoiced
- Rates explained – how an hour gets a price
- Budget vs estimate – two numbers people mix up