Quick Guides

How to Exclude Activities?
Our algorithm has a few levels of customization, one of which is the option to exclude certain activities from being classified within your data set. Activi...
Fri, 12 Feb, 2021 at 10:08 AM
How to create a budget template
In Clocktimizer you can create budget templates to help you start tracking new budgets more efficiently.  Step 1: First, create a budget either from scr...
Wed, 15 Jul, 2020 at 4:12 PM
How to use partitioning in the Fee Comparison
The default partitioning in the fee comparison is on the activity level. To change the partitioning, click on the button highlighted below and select the re...
Tue, 20 Oct, 2020 at 3:31 PM
Drilldown visualizations
1. Donut charts: the all-time classic. Possible use: Provide stakeholders with an easy-to-digest visualization of the total value, as well as an indi...
Wed, 23 Dec, 2020 at 1:44 PM
Set up and track budget warnings
This guide will explain how to set up and manage budget warnings in Clocktimizer. Everything related to budget warnings can be found through the bell icon a...
Mon, 21 Dec, 2020 at 12:10 PM
Create an Activity Group from the Expanded visualization
There are a couple of different ways to create an activity group in Clocktimizer, which can be used across the platform. To group activities the classic way...
Wed, 24 Mar, 2021 at 12:29 PM
Create a Budget from the Expanded Visualization
There are a variety of ways to create a budget in Clocktimizer, from scratch, through the fee comparison, directly from the matter page, as a template, and ...
Wed, 24 Mar, 2021 at 12:58 PM
How to import a matter outside the horizon date
The horizon date determines how far back we bring data into Clocktimizer, more information can be found regarding the horizon date here. Clocktimizer users ...
Wed, 24 Mar, 2021 at 1:00 PM
Create an activity group from a coded matter
Creating activity groups from scratch can be a little intimidating, but if you already have one or more matters coded in the correct way, or coded to the sp...
Tue, 4 May, 2021 at 5:25 PM
How to proactively identify narratives that will be rejected by e-billing
Finding out at the time of billing that any amount of time cards have been rejected automatically by an e-billing system is never fun. Ideally project manag...
Thu, 6 May, 2021 at 2:47 PM