Asana Timesheets and Budget Add-on | Full Asana Tutorial
This video shows you how to use the new Asana Timesheets and Budget Add-on. The add-on provides a full experience for users to track time to projects and tasks using a weekly timesheet, and allows time reviewers to approve submissions. You can also track budgets and spending more accurately within projects and create dashboards for better visibility.
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Chapters:
0:00 - Introduction to the Asana Timesheets and Budgets Add-on
1:12 - Demo: Tracking Time to Projects and Tasks in the Weekly Timesheet
3:13 - Using the Timer for Task Time Tracking
3:45 - Submitting a Timesheet for Review and Approval
7:20 - Connecting Timesheets to Project Budgets and the Actual Time Field
8:21 - Setting Up a Project Budget (Cost vs. Hours)
13:02 - Estimated Cost Sources: Tasks vs. Capacity Plans
14:40 - Setting Up Threshold Notifications
15:15 - Project Budget Settings Using Hours
15:53 - Project Overview of Budget Status
16:21 - Reporting on Time and Financials in Project Dashboards
19:02 - Workload Tab Update: Viewing Estimated Cost
19:47 - Admin Console Settings for the Add-on
Asana Timesheets and Budgets Add Key features include:
Time Tracking: Users can manually track time, use a timer for specific tasks, and mark time as billable or non-billable.
Approval Workflow: The video demonstrates submitting a timesheet, the time reviewer's perspective, and the approval/rejection process.
Budget Connection: Tracked time is automatically connected to the Actual Time custom field and can be related to a project budget.
Budget Setup: Project budgets can be tracked using costs (USD) or a specific amount of hours. Project admins can configure hourly rates for individual users, teams, or use placeholders.
Reporting: Learn how to create dashboard charts to report on time and financials.
Workload: See the update to the Workload tab, which now shows estimated cost.
Admin Settings: Review available options in the Admin Console, such as enabling/disabling time fields, defining default currency, and setting up the approval workflow.