Are you or any of your team encountering issues while trying to track time against a specific budget and its services?
If you find that your service isn't available and is not showing where you expect it to appear, there could be several reasons behind it.
We'll explore each potential issue below.
If you are looking to track time or log expenses against a service in a sales deal in your CRM, and cannot find it, take a look at this article for possible reasons and solutions.
1) User Not Added to Budget's Sharing Options
Ensure that the user attempting to track time has been added to the budget's sharing options.
2) Inadequate Budget Date Range
Check if the budget's date range covers the desired date. If not, adjust the date range accordingly to enable time tracking.
3) Missing Cost Rate for the User
Check that the user has a defined cost rate for the relevant date.
Update this in Settings > Users or through Resourcing > Employees, ensuring the cost rate covers the necessary date range.
4) Delivered Budget
Verify if the budget is open for tracking time. If it has already been delivered, reopen it to allow time tracking.
5) Budget Lacks Services
Add services to the budget to enable time tracking. You cannot track time against budgets without services.
6) Disabled Time Tracking Against Services
If time tracking against services has been disabled in the budget, enable it by clicking on the Edit icon and toggling the option to allow time tracking.
7) Time Tracking Restricted to Assigned Services
Check whether time and expense tracking has been restricted to specific service types or people assigned within the budget.
