Josh MoreeSr Executive Coach| Pax8 AcademyAtlanta, Ga, United States
I manage a team of engineers who are working on multiple projects. Probably like most of you, most of my day is spent with phone calls, emails, and meetings about these projects with clients and enginners. Let's say I spend 1hr of my time where I've communicated with 10 different clients on various projects. We want to better allocate mine and other PM's time to billable tickets. However, it seems taxing to write an email + fill out a ticket (in Connectwise), write an email to another client + fill out a ticket, take a phone call + fill out a ticket. You can see where this would get taxing and use a lot of time, just to fill in tickets every few minutes.
What methods do other professionals use to track PM time through a day? Saving Changes...
why track it to that level of detail? In general, I'd look at a flat-line allocation over a time period (e.g. 25% for the first month) for PM effort.
Other than law firms where time gets booked down to the minute, I don't see how this will add much value and will create a sense of (false) accuracy unless folks are updating their timesheets multiple times a day.
Kiron
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1 reply by Josh Moree
Feb 09, 2023 10:42 AM
Josh Moree
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This is for MSP environments, which like lawyers, the time gets booked and billed to the minute.
Saving Changes...
Sergio Luis ConteHelping to create solutions for everyone| Worldwide based OrganizationsBuenos Aires, Argentina
If it is not written in the project plan then do not exits. So, the first thing is to put project management activities inside the project plan. Saving Changes...
Josh MoreeSr Executive Coach| Pax8 AcademyAtlanta, Ga, United States
Much has changed since 2018 and I found this thread today. For 10+ years before that prior post, I wasn't bought into tracking my PM time. However, not too long after that initial post in 2018, I started to understand it's important. In our vertical (MSPs), the PM's time is tracked, billed, and plays into the overall profitability of the project. No tracking = unclear profitability. Overall, it came down to less multi-tasking, more focusing, holding myself accountable to same standards I'm holding the team to, and just practicing good habits to get it collected in our tools. Saving Changes...
Josh MoreeSr Executive Coach| Pax8 AcademyAtlanta, Ga, United States
Aug 07, 2018 3:24 PM
Replying to Kiron Bondale
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Josh -
why track it to that level of detail? In general, I'd look at a flat-line allocation over a time period (e.g. 25% for the first month) for PM effort.
Other than law firms where time gets booked down to the minute, I don't see how this will add much value and will create a sense of (false) accuracy unless folks are updating their timesheets multiple times a day.
Kiron
This is for MSP environments, which like lawyers, the time gets booked and billed to the minute. Saving Changes...
In which case, I'd use the same time tracking tool which team members are required to use so you will get a first hand understanding of the pain they are experiencing with it!
Kiron Saving Changes...
Latha Thamma reddiSr Product and Portfolio Management (Automation Innovation)| DXC TechnologyMckinney, Tx, United States