Overview
This guide covers creating goals, setting targets or budgets, using filters, and managing goals through editing, pinning, and archiving.
What’s a goal/budget in MinuteDock? – How Can You Use them?
Goals help track your progress against a particular target amount of hours/value over a specific time frame.
Budgets track your progress towards a limit of hours/value for a given period.
You want to achieve/exceed your goal target but want to avoid going over your budget.
Use Goals to manage weekly targets for billable hours or use Budgets to track against retainers/ make sure you don’t go over a budgeted allotment of hours for a given project/task.
What’s the difference between the Goals tab and contact/project budgets?
You can create a budget on the Goals tab or in the settings of a Contact/Project.
Contact/Project budgets will not appear on a user’s Timesheet, but instead are viewed from the Contacts/Project tabs.
Contact/Projects budgets are viewable by any user with permissions to see Project/Contacts.
Goals are easier to restrict via the company goals/user specific goals settings.
Adding Goals
How to Add a Goal
Navigate to Goals Tab: Click on the Goals tab.
Add Goal: Click the Add goal button at the top right.
Name and Set Goal:
Name your goal.
Choose to set it as a target or budget.
Use filters to assign it to specific users, contacts, projects, or tasks.
Choose Frequency: Select the goal frequency.
Click Create Goal!
Goal Types
Target Goals: Ideal time to spend on a specific contact, project, or task. Good to exceed.
Budget Goals: Keep within a certain total (e.g., fixed price project). Bad to exceed.
Filtering and Options
Filter Options: Assign goals to different users, contacts, projects, and tasks. These filters operate the same way as in Reports.
Monitor Time: Use the options button to track billable/unbillable time.
Managing Goals/Budgets
Pinning, Editing, and Archiving
Pinning Goals: Click the pin icon to pin a goal for yourself.
Hover over pin icon and open dropdown menu to pin for everyone, or pin for some users
Pinned goals appear at the top of the Time tab as reminders.
Editing Goals: Click the spanner icon to change the goal type, hours, filters, and frequency.
Archiving Goals: Click the red X icon to archive a goal. Archived goals remain visible but inactive.
Setting Up Contact/Project Budgets
Creating a Budget
Go to Contacts/Projects Tab: Access the Contacts or Projects tab.
Add/Edit Contact/Project: Modify the desired contact or project.
Set Budget: click tick box to set a budget.
Select Type: Choose billable value or hours. (budget by hours or by value of work).
Set Frequency: Set frequency to weekly, monthly, or one-off total amount.
Click Save.
Budget Types
Billable Budgets: Use hourly rate settings to calculate the total billable amount tracked to the contact or project.
Hourly Budgets: Monitor billable time, suitable for retainer arrangements.
Viewing Budgets
At a Glance: View budgets in the Contacts or Projects tab.
Run Reports: Generate reports directly from the contact or project by clicking on the report icon
Note on Viewing Budgets
Project/Contact Settings: Budgets set here are viewed under Contacts or Projects. They will not appear on the Time tab.
Goals Tab: Budgets made here are viewed under Goals or My Time.
Viewing and Tracking Goals
Goal Status Indicators
Target Goals: Change from yellow to green when reached/exceeded.
Budget Goals: Change from orange to red when reached/exceeded.
Viewing Options
Goals Tab: View my goals, my history, and all goals to track past and present goals.