Timesheets
Service delivery teams typically track time in tools disconnected from the accounts, projects, and tasks where work actually occurs. This creates incomplete or delayed data and ultimately customer friction. Planhat's Time Tracking embeds time capture directly into your operational workspace through Time Entries and Timesheets. Log billable and non-billable hours on specific Companies, Projects, Tasks or internal training and submit for manager approval to ensure visibility into project utilisation.
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Frictionless Time Tracking
Log hours directly on the Company, Project or Task you're working on—no context switching — with quick shortcuts for common entries and bulk weekly logging through Timesheets Home for when you need to catch up efficiently.
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Billable Accuracy & Accountability
Track billable and non-billable time with custom rates attached to each entry, then submit weekly Timesheets for manager approval — ensuring accurate T&M invoicing, budget tracking per account, and a controlled review process.
Power your every process.
Why do commercial teams need time tracking and what does Planhat do differently?
Understanding where time is spent is essential for managing cost-to-serve and allocating resources to the right accounts. Planhat Timesheets embed time logging directly within the workflow — the same interface where tasks are completed and emails are sent — making accurate logging the path of least resistance rather than an afterthought at the end of the week.
How do Timesheets help organisations avoid over-investing time in low-potential accounts?
Organisations often fall into the service trap — spending a disproportionate amount of high-value human time on low-value or low-potential accounts. Planhat Timesheets reveal these imbalances by analysing time-spend patterns against revenue signals, allowing leadership to identify where human intervention is over-invested and shift toward automated workflows to maintain operational efficiency.
How does Planhat reduce the friction of logging time accurately?
The biggest barrier to accurate time tracking is the friction of using separate, disconnected tools. Planhat eliminates this by offering frictionless logging embedded directly within the workflow — whether an account manager is completing a task, responding to an email, or hosting a meeting, they can log effort in the same interface where the work occurs, ensuring high-fidelity data without the burden of end-of-week reconciliation.
How does effort mapping across the customer lifecycle protect NRR?
To protect NRR, organisations must understand the correlation between effort and impact. Planhat Timesheets enable effort mapping across the customer lifecycle. By tracking time spent on onboarding versus risk mitigation, organisations can identify if they are being proactive or reactive — and if the data shows excessive time spent on firefighting, it signals where to refine the onboarding process to accelerate Time-to-Value.
How does Planhat provide operational transparency and governance over team time?
For large-scale operations, knowing who is doing what is essential for both billing accuracy and governance. Planhat provides operational transparency by making time-driven actions fully auditable and visible. Through standardised effort reporting, leadership gains a global view of team capacity and project health, ensuring that every hour of human expertise is accounted for and aligned with the company's commercial priorities.