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

1. Navigate to Goals Tab: Click on the Goals tab.
2. Add Goal: Click the Add goal button at the top right.
3. 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.
4. Choose Frequency: Select the goal frequency.
5. 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

1. Go to Contacts/Projects Tab: Access the Contacts or Projects tab.
2. Add/Edit Contact/Project: Modify the desired contact or project.
3. Set Budget: click tick box to set a budget.
4. Select Type: Choose billable value or hours. (budget by hours or by value of work).
5. Set Frequency: Set frequency to weekly, monthly, or one-off total amount.
6. 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.