AWRA OpsHub Search
Intermediate Certificate on pass

Projects: Time, Budget & Flexibility

Track effort and budgets — deliberately separate from HR attendance — and shape the module to your team with labels, checklists, watchers, saved views, recurring tasks, templates and per-project statuses.

3 lessons 35 min 5-question assessment 75% to pass

What you’ll learn

  • Log task effort and read estimate-vs-actual and budget burn
  • Explain why task effort is separate from HR attendance
  • Use labels, checklists, watchers and saved views
  • Apply recurring tasks, project templates and custom statuses

Course content

3 lessons · 35 min of reading
01
Lesson 1 of 3 Reading 9 min

Time as effort — not attendance

Projects lets you log time against a task: hours, a date, an optional note, and whether the time is billable. The worker defaults to your own employee record, so logging your own effort is a single field, but you can attribute time to another employee when recording on someone's behalf. Set estimated hours on a task and the page shows "X logged of Y estimated", turning over- and under-runs into something visible early rather than at the post-mortem.

The critical distinction — and a favourite exam point — is that task time is effort, not attendance. Effort answers "how long did this work take, and is it billable?" and it feeds project costing and budgets. HR attendance answers "was this person present, and for how many hours?" and it feeds rosters, overtime and payroll. AWRA keeps them in separate systems, with separate permissions, on purpose: a project time log is never a clock-in, and you never end up reconciling two timesheets that disagree.

Logging time is gated by its own permission, distinct from editing tasks, so an organisation can let people record effort without granting broader edit rights. Because the log lives on the task, effort naturally rolls up to the project and to per-employee summaries for costing and capacity conversations.

Key takeaways

  • Log hours (billable or not) per task; the worker defaults to your own employee record.
  • Estimated hours give an "X of Y" read to catch over/under-runs early.
  • Task effort ≠ HR attendance: effort feeds budgets/costing, attendance feeds payroll — separate systems.
  • Time logging has its own permission, distinct from task edit.
02
Lesson 2 of 3 Reading 8 min

Budgets, billable split, and analytics

A project can carry a budget in hours and/or an amount. As effort is logged, a burn bar shows progress against the hours budget and turns from green to red as you approach or exceed it — an at-a-glance signal that a project is running hot before it blows the number. Budget is optional; a project with no budget simply shows logged effort without a target.

The delivery analytics view rolls this up across the project: logged hours per employee, and a billable versus non-billable split expressed as a percentage. For services teams this is the difference between "busy" and "billable", and it is computed from the same time entries you already logged — no separate reporting export. Alongside effort, the analytics view surfaces throughput, overdue and at-risk work, and workload per person.

This is also where the AI "Delivery Pulse" narrative draws from: a plain-language read on how delivery is going, in the same family as HR's "People Pulse". The point of keeping effort, budget and analytics in one place is that costing conversations use the same numbers as delivery conversations — one source of truth, again.

Key takeaways

  • Projects can budget in hours and/or amount; a burn bar goes green→red at/over budget.
  • Analytics shows logged hours per employee and a billable/non-billable split.
  • Throughput, overdue/at-risk work and workload per person appear alongside effort.
  • "Delivery Pulse" AI narrates delivery health from the same data.
03
Lesson 3 of 3 Reading 9 min

Flexibility: labels, templates, recurring tasks and custom statuses

The flexibility layer lets teams shape the module without an admin ticket, while keeping a safe default for everyone else. Labels are a colored tag catalogue you attach to tasks and filter by. Checklists break a task into sub-items with a progress bar. Watchers let anyone follow a task and get notified on comments and status changes even when they are not the assignee. And saved views let each user store favourite "my tasks" filter combinations as named presets — these are personal, scoped to the user.

Two features remove repetitive setup. Recurring tasks repeat on a daily, weekly or monthly cadence with an interval and an optional end date; completing one occurrence spawns the next with its dates shifted, and a daily safety-net job catches any that were completed by another path. Project templates let you save a whole project as a reusable blueprint and instantiate new projects from it — the clone brings across tasks (with their parent and dependency wiring), milestones, checklists and custom statuses, while resetting dates, assignees and progress to a clean start.

Custom per-project statuses let a project define its own board columns and workflow. Each custom column can be flagged as counting for "done" or "cancelled", which is what keeps progress and open/closed counts correct even with a bespoke workflow. Managing labels and statuses is a project-config permission; tagging and checklists use task edit. The guiding principle throughout: power users customise, everyone else gets a sensible default, and nothing here requires a migration.

Key takeaways

  • Labels, checklists, watchers and (personal) saved views tailor day-to-day work.
  • Recurring tasks spawn the next occurrence on completion, with a daily catch-up safety net.
  • Templates clone tasks (with parent/dependency wiring), milestones, checklists and statuses — dates/assignees reset.
  • Custom statuses drive the board; done/cancelled flags keep progress honest. Power users customise; defaults stay safe.

Finished the material?

Take the 5-question assessment and earn your certificate — 75% to pass.

Take the assessment

Help Center

Need a quick answer while you read?

Run inventory, procurement, assets, sales, and field work with approved AWRA guidance for setup, migration, integrations, security, pricing, and support.

Search all approved AWRA public help articles.

Open Help Center