Rocketlane recognizes the importance of time tracking transparency, particularly for businesses that work with clients on bundled hours or time and material projects. Clients require visibility into how many hours have been consumed and how they align with the project scope and billing.

To address this, Rocketlane provides a Time Tracking Widget in the Customer Portal, offering real-time insights into tracked hours across projects and accounts. This ensures that vendors and their customers maintain full transparency.

Adding Time Tracking to the Customer Portal

When creating or editing a Customer Portal Template, you can include Time Tracking as a widget in a new section.

Widget Behavior Based on Project Type

• Fixed Fee, Time & Material, and Non-Billable Projects: The widget presents data as a cumulative total summary.

• Subscription-Based Projects: The widget displays time tracking data on a period-by-period basis rather than as a single total.

This behavior can be configured under the Configuration Tab, where a toggle allows switching between settings for Non-Recurring Projects and Subscription Projects.

For example: 

Note: A single Customer Portal Template can support both non-recurring and subscription projects. The widget dynamically adjusts based on the type of project it is applied to.

Time Tracking Widget Structure

The Time Tracking Widget consists of three components, which can be enabled or disabled individually:

1. Progress Tracker (Bar Display)

The Bar Display provides a visual representation of total tracked hours.

• Displays three key metrics:

  • Budgeted Hours

  • Tracked Hours

  • Remaining Hours

• Users can choose whether to display Budgeted Hours or only Tracked Hours.

• The progress bar visually represents these metrics for easy monitoring.

In this example, the Tracked hours as 591h 45m, Remaining is 908h 15m and Budgeted is 1500h

2. Graph View

The Graph View allows users to analyze time tracking trends over different time frames and categories.

Graph Type Options

• Bar Graph

• Line Graph

• Area Graph

Customizable X-Axis Options - You can customize the X axis to represent:

• Weeks

• Months (shown in example)

• Roles

• Team Members

• Phases

The Y-Axis Always represents Tracked Hours.

Grouping and Filtering:

• The graph can be grouped and filtered by Projects, Roles, or Individuals.

• If a metric is used for the X-axis, it cannot be used in the Group By section of the same graph.

In this example, the data is grouped by team members

Cumulative Button

• This option presents the graph in a cumulative format.

• Available only if the X-axis is set to Weeks or Months.

In this example, the x axis is grouped by phases and the cumulative check box is active.

3. Table View

The Table View provides a detailed breakdown of tracked hours.

Configurable Table Name & Grouping

• The table can be grouped by:

  • Projects

  • Roles

  • Team Members (In the below example)

  • Phases

  • Tasks

  • Categories

Column Breakdown Options

• The table always includes Total Tracked Time by default.

• Additional breakdown columns can be added under Show Breakdown, with options for:

  • Overall Time Tracked

  • Week-on-Week Tracking

  • Month-on-Month Tracking (in the below example)

Exporting Data

• The export button at the top right of the table provides two export options:

  • Table Data (CSV): Exports the visible table data.

  • Raw Data: Provides the underlying time analytics that contribute to the table data.

Customizing Hours to Display

• By default, the table displays Billable Hours.

• Users can modify this setting under Customize Hours to Display, filtering by:

  • Billable Hours (in the above example)

  • Approved Hours

  • Categories

  • Invoiced Hours

  • Roles

  • Team Members