> ## Documentation Index
> Fetch the complete documentation index at: https://docs.charle.agency/llms.txt
> Use this file to discover all available pages before exploring further.

# Hours Tracking

> How block hours are tracked and displayed

Blocks track hours through the tasks scheduled into them. Understanding the difference between scheduled and logged hours helps you monitor work progress accurately.

## Scheduled vs logged hours

### Scheduled hours

Hours from tasks assigned to the block:

* **Task estimates** - Sum of estimated hours from scheduled subtasks
* **Automatic calculation** - Derived from tasks, not manually entered
* **Shows capacity needed** - How much work is planned for this block
* **Updates as tasks added** - Changes when tasks are scheduled to the block

### Logged hours

Hours actually worked:

* **Time entries** - Logged by team members as they work
* **Linked to tasks** - Attached to subtasks or help desk tickets
* **Accumulates over time** - Builds up as work progresses
* **Compared to scheduled** - Shows actual vs planned

<Info>
  Scheduled hours are your plan (from task estimates). Logged hours are reality (from time entries). They often differ, which is normal.
</Info>

## How hours are displayed

### On Blocks page

The blocks table shows two hour columns:

| Column        | Description                                              |
| ------------- | -------------------------------------------------------- |
| **Scheduled** | Total estimated hours from tasks scheduled to this block |
| **Logged**    | Actual hours logged via time entries                     |

Each client row header also shows the **total scheduled hours** across all their blocks for the month.

### On Client schedule

Client schedule shows:

* Blocks with their scheduled hours
* Tasks with estimated hours
* Time entries logged
* Budget vs actual comparisons

### On Team schedule

Individual schedule shows:

* Blocks assigned to them
* Tasks scheduled to those blocks
* Daily capacity usage
* Available remaining capacity

### In reports

Various reports show:

* Time logged by client
* Time logged by block type
* Time logged by team member
* Scheduled vs logged variance

## Understanding the numbers

### Scheduled hours calculation

Scheduled hours for a block equals:

* Sum of all task estimates assigned to that block
* Includes subtasks linked to the block
* Updates automatically when tasks are added/removed

**Example:**

* Block: Development (June)
* Task A: 8 hours estimated
* Task B: 12 hours estimated
* Task C: 5 hours estimated
* **Scheduled: 25 hours**

### Logged hours calculation

Logged hours for a block equals:

* Sum of all time entries on tasks in that block
* Includes time logged to subtasks
* Includes time logged to help desk tickets linked to block

**Example:**

* Task A: 7 hours logged
* Task B: 14 hours logged
* Task C: 4 hours logged
* **Logged: 25 hours**

## Client total hours

Each client row on the Blocks page shows their **total scheduled hours** - the sum of scheduled hours across all their blocks for that month.

This helps you quickly see:

* Total planned capacity for each client
* How work is distributed across clients
* Which clients have the most scheduled work

## Budget tracking

### For retainer clients

Retainer clients have monthly hours purchased:

* Compare total scheduled hours to retainer amount
* Ensure you're not over-planning
* Track logged hours against budget

**Example:**

* Retainer: 40 hours/month
* Scheduled: 35 hours (across all blocks)
* Logged: 38 hours
* Status: Under budget by 2 hours

### Monitoring budget health

**Healthy pattern:**

* Scheduled hours within retainer
* Logged hours close to scheduled
* Work completed on time

**Warning signs:**

* Scheduled exceeds retainer
* Logged much higher than scheduled
* Frequent overages

**Actions to take:**

* Review task estimates
* Check if scope is accurate
* Discuss with client if more hours needed
* Adjust future planning

## Capacity planning

### Daily capacity

Each team member has daily capacity:

* **Developers:** 6.5 hours (390 minutes)
* **Others:** 7.5 hours (450 minutes)
* Reduced by leave and holidays
* Reduced by other commitments

### How blocks affect capacity

When a block is scheduled with dates:

* Tasks within the block consume capacity on those dates
* Shows as "used" capacity in schedule
* Helps prevent over-allocation

## Time entry best practices

### Logging time for block work

**Do:**

* Log time daily as you work
* Attach to specific subtasks
* Use accurate durations
* Include helpful notes

**Don't:**

* Wait until end of week
* Round excessively
* Log time to wrong client
* Guess durations from memory

### Billability

Time entries can be:

* **Billable** - Counts toward client hours
* **Non-billable** - Internal time, doesn't count
* **Banked** - Efficiency gains, credited back

Work on block tasks should typically be billable.

### Activity types

Choose appropriate activity type:

* **Task** - For subtask work
* **Support** - For help desk tickets
* **Meeting** - For client meetings
* **Admin** - For admin tasks

## Common scenarios

### Scenario 1: Block completed under estimate

**Situation:**

* Scheduled: 20 hours (from task estimates)
* Logged: 16 hours
* 4 hours under estimate

**Analysis:**

* Efficient execution
* Good estimates
* Client gets more value

**Action:**

* Note for future estimates
* Consider banking hours (if policy allows)

### Scenario 2: Block going over estimate

**Situation:**

* Scheduled: 20 hours
* Logged (so far): 18 hours
* Work not complete

**Analysis:**

* Will exceed estimates
* Scope or estimate issue
* May need more capacity

**Actions:**

1. Review remaining work
2. Estimate additional time needed
3. Communicate with PM/CSM
4. Discuss with client if needed
5. Update task estimates

### Scenario 3: No tasks scheduled yet

**Situation:**

* Block exists but no tasks assigned
* Scheduled hours shows 0

**Solution:**

* Create subtasks for the work
* Assign subtasks to the block
* Scheduled hours will populate

## Reporting and analysis

### Variance analysis

Identify patterns:

* Which block types consistently over/under
* Which clients use hours differently
* Which team members estimate accurately
* Seasonal trends

### Improving estimates

Use historical data:

* Average logged hours per block type
* Typical variance ranges
* Client-specific patterns
* Complexity factors

## Troubleshooting

<AccordionGroup>
  <Accordion title="Scheduled hours shows 0">
    No tasks are scheduled to this block yet. Add subtasks and assign them to the block.
  </Accordion>

  <Accordion title="Logged hours don't match my time entries">
    Ensure time entries are attached to tasks that are scheduled to the block. Time entries on unlinked tasks won't count.
  </Accordion>

  <Accordion title="Can't see hours breakdown">
    Scheduled shows task estimates, Logged shows time entries. Expand the block to see individual tasks.
  </Accordion>

  <Accordion title="Over budget but work not complete">
    Review remaining work scope, communicate with PM/CSM, and decide if more hours needed or scope should be reduced.
  </Accordion>
</AccordionGroup>

## Best practices summary

<CardGroup cols={2}>
  <Card title="Estimate accurately" icon="target">
    Base task estimates on historical data
  </Card>

  <Card title="Log time promptly" icon="clock">
    Don't wait - log daily for accuracy
  </Card>

  <Card title="Monitor as you go" icon="gauge">
    Check scheduled vs logged regularly
  </Card>

  <Card title="Communicate early" icon="megaphone">
    Flag issues before they become crises
  </Card>

  <Card title="Learn from variance" icon="graduation-cap">
    Use over/under patterns to improve estimates
  </Card>

  <Card title="Schedule tasks" icon="list-checks">
    Assign tasks to blocks for accurate tracking
  </Card>
</CardGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Blocks Overview" icon="layout-grid" href="/user-guide/blocks">
    Back to blocks overview
  </Card>

  <Card title="Block Types" icon="shapes" href="/user-guide/blocks/block-types">
    Learn about different block types
  </Card>

  <Card title="Scheduling Blocks" icon="calendar" href="/user-guide/blocks/scheduling-blocks">
    Configure and schedule blocks
  </Card>

  <Card title="Time Tracking" icon="clock" href="/user-guide/time-tracking">
    Learn about time entries
  </Card>
</CardGroup>
