Is anyone else out there a professional consultant who provides estimates, tracks time and bills client by TASK? If yes, would you like better Project tracking by task? If so, please write into QB and ask them to improve this feature. There are fields in both QB and QB time for TASK, but they don't do anything or go anywhere. Tasks in QB "aren't seen by anyone but the team" (I have yet to find them) and QB Time allows you to track time against a task, but when imported to QB, there is no category for Task, so that info is lost. I am asking for QB to please add a field for TASK to be imported from QB Time. I feel that cost estimates in both QB and QB Time should be allowed to be prepared and tracked by TASK and Service Item and/or person. My employees can be Service Items to represent the different billing rates - and even some clients have special billing rates. I tried creating a Service Item for each task of a job, and job specific, but the list got very long and unusable. So, I'm back to employees as Service Items to capture their billing rates, and then running an excel sheet to track time estimated for a task versus how much time was actually spent on the task. Consultants who provide professional services typically provide client estimates by TASK, which may be done by different people who have different billing rates to the client. My example is:
Task 1 - Project Kickoff/Design Review
Project Manager = 2 hours; Project Assistant = 4 hours
Task 2 - Literature Review/Mapping
Project Manager = 4 hours; Project Assistant = 4 hours; GIS Staff = 4 hours
Task 3 - Report Preparation
Project Manager = 4 hours; Project Assistant = 20 hours; GIS Staff = 2 hours
Also, I find that professionals bill by percent complete of a TASK. Time spent on projects by employees should still be TRACKED and used toward figuring a job's profitability. Currently when you deselect the billable box in the time entry, it goes away and is not counted toward profitability. I would like an option for Tack Only to be added so you can choose if the client needs to see the hours or is it a percent complete task.
What are the thoughts of the community? If you feel the same way, can you please write in and request this change?
