Tracking Time with Sugar
Clockify, TEMPO, or other time tracking integration
Time Tracking
Our project managers work with our customers to capture detailed information about the client’s needs and wants, which may include simple Sugar configuration, customizations, or integrations with 3rd party products such as Jira, Tempo, Clockify, Marketo, TINCheck, Cvent, Harvest, GovWin, Authorize.Net, etc.
The project manager uses Jira to capture detailed requirements about each requirement. We utilize Clockify as our time tracker. Both Jira and Clockify are each integrated with Sugar.
Modules
Our integration with Clockify begins with the Clockify Projects module. This module is bi-directional. We create and update Projects in Clockify from Sugar. Additionally, we have modules for Clockify Time Entries and Clockify Tasks. The Time Entries and Tasks modules are read-only in Sugar, allowing our team to report, use SugarBPM and generate invoices.
Utilization
One way we are able to track utilization is a custom dashlet which will display a team member’s or an entire team’s details for a period of time.
SugarBPM
Sugar BPM (i.e, Process Definitions) are used in conjunction with Clockify Projects to send internal notifications as a project progresses. We have notifications to notify Project Managers as time is used on a project. Additionally, we use SugarBPM to send Net Promoter Score surveys to customers at various stages of their project.
Time Entry Details
At the conclusion of each month, an automated document is created that includes all of the time entries for a customer from the previous month. This enables our Project Managers, Sales Team and Finance to clearly communicate with customers about work completed.
Here is an example document that was automatically generated based on the details captured in Sugar from Clockify.