ConnectWise Manage Time Entries

ConnectWise PSA Time Entry Management

Overview

Time entries in ConnectWise PSA track time spent on tickets, projects, and other activities. Accurate time tracking is essential for billing, resource management, and profitability analysis. This skill covers time entry CRUD operations, work types, work roles, billing settings, and approval workflows.

API Endpoint

Base: /time/entries

Time Entry Types

Time can be logged against different record types:

Charge To Type	Description
ServiceTicket	Time against service tickets
ProjectTicket	Time against project tickets
ChargeCode	Time against charge codes (internal)
Activity	Time against activities

Complete Time Entry Field Reference

Core Fields

Field	Type	Required	Description
id	int	System	Auto-generated unique identifier
company	object	Yes*	{id: companyId} - Required for ChargeCode
chargeToId	int	Yes	ID of ticket/project/activity
chargeToType	string	Yes	ServiceTicket, ProjectTicket, etc.
member	object	Yes	{id: memberId} - Who logged time
timeStart	datetime	Yes	Start time
timeEnd	datetime	Yes	End time

Alternative Time Entry

Field	Type	Required	Description
actualHours	decimal	Alt	Hours worked (instead of start/end)
hoursDeduct	decimal	No	Hours to deduct (break time)

Billing Fields

Field	Type	Required	Description
billableOption	string	No	Billable, DoNotBill, NoCharge, NoDefault
workType	object	No	{id: workTypeId}
workRole	object	No	{id: workRoleId}
hourlyRate	decimal	System	Calculated rate
agreement	object	No	{id: agreementId}

Description Fields

Field	Type	Required	Description
notes	string	No	Time entry notes
internalNotes	string	No	Internal notes (not on invoice)
addToDetailDescriptionFlag	boolean	No	Add notes to ticket description
addToInternalAnalysisFlag	boolean	No	Add to internal analysis
addToResolutionFlag	boolean	No	Add to resolution

Status Fields

Field	Type	Required	Description
status	string	System	Open, Rejected, Approved, Billed
emailResourceFlag	boolean	No	Email resource on approval
emailContactFlag	boolean	No	Email contact
emailCcFlag	boolean	No	Email CC recipients
emailCc	string	No	CC email addresses

Work Types

Work types categorize the nature of work performed.

Common Work Types

Type	Description	Typical Billing
Regular	Normal work hours	Billable
Overtime	After-hours work	1.5x rate
Training	Training time	Non-billable
Travel	Travel time	Varies
Remote	Remote support	Billable
On-site	On-site work	Billable
Administrative	Admin tasks	Non-billable

Get Work Types

GET /time/workTypes

Work Roles

Work roles determine billing rates based on skill level.

Common Work Roles

Role	Description	Typical Rate
Level 1 Tech	Help desk	$75-100/hr
Level 2 Tech	Desktop support	$100-125/hr
Level 3 Tech	Systems admin	$125-150/hr
Engineer	Senior engineer	$150-200/hr
Consultant	Expert consultant	$200-250/hr
Project Manager	PM work	$125-175/hr

Get Work Roles

GET /time/workRoles

Billing Options

Billable Option Values

Option	Description
Billable	Time is billable at standard rate
DoNotBill	Time excluded from billing
NoCharge	Time shows on invoice at $0
NoDefault	Use ticket/agreement default

How Billing is Determined

1. Time entry billableOption (if set)
2. Ticket billTime setting
3. Agreement billing rules
4. Company default

API Operations

Create Time Entry (Start/End)

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "timeEnd": "2024-02-15T10:30:00Z",
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Diagnosed email delivery issue. Identified blocked sender.",
  "addToDetailDescriptionFlag": true
}

Create Time Entry (Actual Hours)

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 54321,
  "chargeToType": "ServiceTicket",
  "member": {"id": 123},
  "timeStart": "2024-02-15T09:00:00Z",
  "actualHours": 1.5,
  "workType": {"id": 1},
  "workRole": {"id": 2},
  "billableOption": "Billable",
  "notes": "Configured DNS records and tested mail flow."
}

Create Time Entry Against Charge Code

POST /time/entries
Content-Type: application/json

{
  "chargeToId": 10,
  "chargeToType": "ChargeCode",
  "company": {"id": 12345},
  "member": {"id": 123},
  "timeStart": "2024-02-15T08:00:00Z",
  "actualHours": 0.5,
  "workType": {"id": 3},
  "billableOption": "DoNotBill",
  "notes": "Weekly team meeting"
}

Get Time Entry

GET /time/entries/{id}

Update Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "notes": "Updated notes with additional details.",
  "actualHours": 2.0
}

Delete Time Entry

DELETE /time/entries/{id}

Note: Cannot delete billed time entries.

Search Time Entries

GET /time/entries?conditions=member/id=123 and timeStart>=[2024-02-01]

Common Query Patterns

Time entries for a ticket:

conditions=chargeToId=54321 and chargeToType="ServiceTicket"

Time entries by member:

conditions=member/id=123

Time entries by date range:

conditions=timeStart>=[2024-02-01] and timeStart<[2024-03-01]

Unbilled time entries:

conditions=status="Open" and billableOption="Billable"

Time entries for company:

conditions=company/id=12345

Approved time waiting for billing:

conditions=status="Approved" and billableOption="Billable"

My time this week:

conditions=member/id=123 and timeStart>=[2024-02-12] and timeStart<[2024-02-19]

Time Sheet Operations

Time Sheet Endpoint

/time/sheets

Get Time Sheets

GET /time/sheets?conditions=member/id=123 and year=2024 and period=7

Time Sheet Status Values

Status	Description
Open	Time sheet open for editing
Submitted	Submitted for approval
Approved	Approved by manager
Rejected	Returned for correction

Submit Time Sheet

PATCH /time/sheets/{id}
Content-Type: application/json

{
  "status": "Submitted"
}

Approval Workflow

Approval Status Values

Status	Description
Open	Pending approval
Approved	Approved for billing
Rejected	Rejected, needs correction
Billed	Already invoiced

Approve Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Approved"
}

Reject Time Entry

PATCH /time/entries/{id}
Content-Type: application/json

{
  "status": "Rejected",
  "internalNotes": "Please add more detail about work performed."
}

Bulk Approval

POST /time/entries/bulk
Content-Type: application/json

{
  "ids": [1001, 1002, 1003],
  "operation": {
    "status": "Approved"
  }
}

Charge Codes

Charge codes are used for non-ticket time (meetings, training, etc.).

Get Charge Codes

GET /time/chargeCodes

Common Charge Codes

Code	Description	Billable
MTNG	Internal meetings	No
TRNG	Training	No
ADMIN	Administrative	No
PTO	Paid time off	No
PROJ	Project work	Yes
ONCALL	On-call time	Varies

Best Practices

1. Log time promptly - Enter time daily, not at end of week
2. Be specific in notes - Document what was done for invoice clarity
3. Use correct work type - Important for accurate billing rates
4. Set appropriate work role - Affects billing rate
5. Mark non-billable correctly - Don't inflate billable hours
6. Use charge codes - For internal time tracking
7. Submit time sheets - Follow approval workflow
8. Review before approval - Verify accuracy before submitting

Error Handling

Error	Cause	Resolution
chargeToId required	Missing ticket/project ID	Include chargeToId
member required	Missing member reference	Include member: {id: x}
timeStart required	Missing start time	Include timeStart field
Invalid work type	Work type doesn't exist	Query workTypes endpoint
Cannot delete	Time already billed	Cannot delete billed entries
Invalid status	Invalid status value	Use Open, Approved, Rejected

Related Skills

• ConnectWise Tickets - Service tickets
• ConnectWise Projects - Project management
• ConnectWise API Patterns - Query syntax and auth