Time Tracking in SugarCRM

by Amanda Anderson on July 15, 2011

A Project Manager's Dream Application.

One of UpCurve Cloud’s customers, a Texas-based construction company, needed a way to manage timesheets in SugarCRM. They have several projects going on at the same time and their supervisors needed to be able to staff workers for each project and properly manage them to prevent overtime. Additionally, supervisors needed to forecast the project completion time based on the number of workers, hours worked, and bricks left to be laid. Based on the timesheet and schedule, they needed the ability to predict and monitor the cost of the project depending on the hourly rate of the different workers and vendors.

UpCurve Cloud built a custom module for the timesheet with a user-friendly interface to enter the employee, job title, hourly rate and hours worked.

To implement this in Sugar, UpCurve Cloud built a custom module for the timesheet with a user-friendly interface to enter the employee, job title, hourly rate and hours worked. Calculated fields were used to auto-populate the total earned per day and overtime fields. Measuring and displaying the overtime value for each employee was critical to supervisors because it allowed them to quickly build and manipulate the crew schedule to keep labor costs down. Additionally, the company wanted to monitor the efficiency of each worker and the impact it had on the project budget and timeline. To do this, a column for the number of bricks laid per crew team was included and automatically deducted from the total bricks estimated to complete the entire construction buildout. The timesheet module links several submodules together and relates to other modules such as Employees, Projects, and Crews. It also links to another custom module for Cost Codes. UpCurve Cloud built this module to store information about other vendors that may be used for the construction project. When creating a project schedule in the timesheet, supervisors can add time from this list of vendors.

By totaling labor, vendor, and material costs while building the project schedule and timesheet, an accurate budget is simultaneously built.

By totaling labor, vendor, and material costs while building the project schedule and timesheet, an accurate budget is simultaneously built. UpCurve Cloud built a connector to feed this information into the customer's accounting system so that data flows seamlessly throughout each department without the need for manual data entry. With the timesheet module in place, our customer can better manage projects on time and on budget. For more information about the custom time tracking module in SugarCRM contact us today.

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PRODUCT: SugarCRM

AUDIENCES: End Users Administrators