Time Tracking with Multi-Budgets

Created by Advaith R, Modified on Wed, 5 Aug at 5:28 PM by Advaith R

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To maintain accurate financial tracking, revenue logging, and cost analysis, time entries in Rocketlane need to be mapped to specific project budgets.

This article explains how to configure time tracking restrictions, log hours against a selected budget from Timesheets, and understand how default project budgets help streamline budget selection.

Time Tracking with Budgets

Time entries need to be associated with budgets for accurate revenue and cost tracking.


Configure time tracking restrictions

Admins can restrict the projects and budgets that team members can select while logging time.

  1. Click your profile icon in the bottom-left corner.
  2. Select Settings.
  3. Under Operations and financials, select Time tracking.
  4. Under Team members can only track time for, select Projects they are part of and Budgets they are part of.

This restricts time-entry choices based on project and budget membership.

Time tracking settings with project and budget membership restrictions selected

Create time entries

Team members can select the relevant budget while creating a time entry from Timesheets.

  1. Open Timesheets.
  2. Select a day’s cell for the relevant task.
  3. In the time-entry modal, enter the tracked hours and choose a category, if applicable.
  4. Open the Budget dropdown.
  5. Select the appropriate budget from the available options.
  6. Click Done to save the time entry.
  7. When the week is complete, click Submit week for approval in the top-right corner of Timesheets.

Budget options are grouped under:

  • Budgets of this task
  • Budgets you’re a part of

A budget may be prefilled when:

  • A default project budget exists and no task-level budget overrides it.
  • The task or phase has only one budget assigned.
Time-entry modal with budgets grouped by task and team member membership
NoteEach individual time entry belongs to one budget. To use a different budget for the same task on another day, open that day’s entry, select a different budget from the Budget dropdown, and click Done.
ImportantIf a user is not a member of a budget, that budget does not appear as a selectable option.

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